Integrate Salesforce Data in Your Informatica Cloud Instance

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Salesforce, you get live access to Salesforce data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Salesforce through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Salesforce data through the JDBC Driver, install the Cloud Secure Agent.

1. Navigate to the Administrator page in Informatica Cloud
2. Select the Runtime Environments tab
3. Click "Download Secure Agent"
4. Make note of the Install Token
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Salesforce JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Salesforce through the JDBC Driver.

Adding the JDBC Driver to the Secure Agent Machine

1. Navigate to the following directory on the Secure Agent machine:
   %Secure Agent installation directory%/ext/connectors/thirdparty/
2. Create a folder and add the driver JAR file (cdata.jdbc.salesforce.jar) based on the type of mapping that you want to configure.

   For mappings, create the following folder and add the driver JAR file:

   informatica.jdbc_v2/common

   For mappings in advanced mode, also create the following folder and add the driver JAR file:

   informatica.jdbc_v2/spark
3. Restart the Secure Agent.

Connecting to Salesforce in Informatica Cloud

• Connection Name: Name your connection (i.e.: CData Salesforce Connection)
• Type: Select "JDBC_V2"
• Runtime Environment: Select the runtime environment where you installed the Secure Agent
• JDBC Driver Class Name: The name of the JDBC driver class: cdata.jdbc.salesforce.SalesforceDriver
• JDBC Connection URL: Set this to the JDBC URL for Salesforce. Your URL will look similar to the following:
  
  jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;

  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.

  Built-In Connection String Designer

  For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.

  java -jar cdata.jdbc.salesforce.jar

  Fill in the connection properties and copy the connection string to the clipboard.

• Username: Set this to the username for Salesforce
• Password: Set this to the password for Salesforce

Create a Mapping for Salesforce Data

With the connection to Salesforce configured, we can now access Salesforce data in any Informatica process. The steps below walk through creating a mapping for Salesforce to another data target.

1. Navigate to the Data Integration page
2. Click New.. and select Mapping from the Mappings tab
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
4. Click "Select" to choose the table to map
5. In the Fields tab, select the fields from the Salesforce table to map
6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live Salesforce data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for Salesforce and start working with your live Salesforce data in Informatica Cloud today.