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Create Informatica Mappings From/To an ODBC Data Source for Salesforce
Create an ODBC connection to Salesforce in Informatica and browse and transfer Salesforce data.
Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Salesforce, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Salesforce data in Informatica PowerCenter.
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
Connect to Salesforce as an ODBC Data Source
Information for connecting to Salesforce follows, along with different instructions for configuring a DSN in Windows and Linux environments.
There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.
If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.
SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.
Windows
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
Linux
If you are installing the CData ODBC Driver for Salesforce in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.
/etc/odbc.ini
[CData Salesforce Source]
Driver = CData ODBC Driver for Salesforce
Description = My Description
User = username
Password = password
SecurityToken = Your_Security_Token
For specific information on using these configuration files, please refer to the help documentation (installed and found online).
Create a Linked Table to Account Data
Follow the steps below to create a linked table, which enables you to access live Account data.
Create the ODBC Connection
Follow the steps below to connect to Salesforce in Informatica PowerCenter:
- In the Informatica Developer tool connect to your repository and create a project.
- In the Connection Explorer pane, right-click and click Create a Connection.
- In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select ODBC.
- In the Connection String property, enter the DSN.
NOTE: If you are working in a Linux operating system, set the Driver Manager for Linux property to unixODBC 2.3.x.
Create the Salesforce Data Object
After you have created an ODBC connection to Salesforce, you can now access Salesforce entities in Informatica. Follow the steps below to add Account entities to your project.
- In the Object Explorer, right-click your project and then click New -> Data Object.
- In the wizard that is displayed, select the Relational Data Object option.
- Click the Browse button next to the Connection box and select the ODBC connection you created in the previous step.
- Select the option to create a data object from an existing resource and click the Browse button next to the Resource box.
- In the dialog that is displayed, clear the Show Default Schema Only option and expand the node for the ODBC connection. Select the entity that you want.
![]( "The driver models Salesforce entities as relational tables. (Salesforce is shown.)")
You can now browse the table in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.
Create the Mapping
Follow the steps below to add the Salesforce source to a mapping:
- In the Object Explorer, right-click your project and then click New -> Mapping.
- Expand the node for the Salesforce connection and then drag the data object for the table onto the editor.
- In the dialog that appears, select the Read option.
Follow the steps below to map Salesforce columns to a flat file:
- In the Object Explorer, right-click your project and then click New -> Data Object.
- Select Flat File Data Object -> Create as Empty -> Fixed Width.
- In the properties for the Salesforce object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
- Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
- Click and drag to connect columns.
To transfer Salesforce data, right-click in the workspace and then click Run Mapping.
Ready to get started?
Download a free trial of the Salesforce ODBC Driver to get started:
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Salesforce ODBC Driver
The Salesforce ODBC Driver is a powerful tool that allows you to connect with live Salesforce account data, directly from any applications that support ODBC connectivity.
Access Salesforce data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.
