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Informatica Cloud Siebel-Salesforce Vibe Integration Package (VIP) is a blueprint for data synchronization between Siebel and Salesforce applications with Informatica Cloud technology.
The VIP addresses two categories of application integration scenarios:
1. On-boarding (initial data migration) – takes place during Salesforce implementation. It is one-way data upload from the existing application (Siebel) to a newly deployed application (Salesforce). Initial data migration usually happens before the new application goes live;
2. Application data synchronization – takes place when Siebel and Salesforce need to share data. Data synchronization is a batch process that runs on a regular basis (hourly, daily, etc.). Only new and updated data is synchronized. Synchronization process can happen from Siebel to Salesforce and/or from Salesforce to Siebel
This particular VIP package focuses on ‘Opportunity-to-Sales Order’ integration scenario.
The VIP delivers configurable integration logic (mappings) between Siebel and Salesforce vanilla objects, accelerating the deployment of application integration projects. The package delivers integration templates for the following Salesforce objects:
Account
Contact
Product
Pricebook
Opportunity
Quote
Asset
Order (latest Salesforce release) -> to be added later
Below is the detail of the synchronization process:
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The integration package focuses on the enterprise application standard configurations. Its content is country and industry neutral and it is meant to be easily customized and extended to suit customer-specific application implementations.
The VIP incorporates Informatica Cloud best practices. It greatly reduces integration project total development time.
The VIP is not an out-of-the-box solution. It is a set of flexible templates that could be adjusted for customized Siebel and Salesforce applications.
The VIP provides its users with an accelerated time-to-value through rapid integration deployments. It serves as a jump-start for adopting Informatica Cloud as the enterprise integration platform.
The use of this VIP will consist on the following multiple steps
Download the in VIP from the Informatica Marketplace
Configure the installer
configure connectivity: enter the credential for the connections to the Siebel database and the Salesforce instance
Select business process to integrate: select the objects which should be synchronized whether they are maintained in Siebel, Salesforce or both
Install the VIP components
Review and customize the integration processes
Customize integration templates if necessary: add or remove Siebel tables or Salesforce object to the transformation logic in order to complete the data mapping for your organization.
Customize the field mappings of the integration tasks: add or remove field mappings between Siebel tables and Salesforce Objects to complete the data mapping for your organization
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Run and monitor the integration processes: Run the integration processes on demand or schedule to ensure synchronization of your applications, monitor the execution of the processes and review the results.
About this document
This document is for Informatica Cloud mapping developers and focuses on best practices around Informatica Cloud integration template functionality for Siebel and Salesforce. The document contains the following chapters:
VIP Technical Overview
VIP installation and configuration
Siebel to Salesforce Integration Templates
VIP customization
Informatica Cloud VIPs are built with the Informatica Cloud application. It is mandatory to get familiar with Informatica Cloud functionality described in the Informatica Cloud User documentation. The following guides are of relevance:
Getting Started
Administration
Secure Agent
Connections
Informatica Cloud Components
Integration Templates
Common Configuration
Monitoring Jobs
Troubleshooting
The templates in this package are developed with the Informatica Cloud Integration Template Designer (Visio plug-in). Some experience with the Template Designer is required.
It is beneficial to get familiar with Informatica Quick Start VIPs. Quick Start VIPs documentation can be downloaded from: https://community.informatica.com/docs/DOC-3930.
This document also assumes familiarity with administration basics of Siebel and Salesforce applications.
The core component of Vibe Integration Packages is Informatica Cloud Integration Template service. It allows Informatica Cloud and its partners to deliver sets of pre-defined re-usable mappings for implementing application integration processes. Template mappings are organized in bundles. Each bundle is designed to accomplish a specific business task, for example, to synchronize products from Siebel into Salesforce, to create/update sales opportunities from Salesforce into Siebel.
Informatica Cloud Integration templates are parameterized mappings that can be easily configured into integration template tasks to suite the user environment. Siebel and Salesforce implementations differ from one to another and the parameterized mappings are meant to address application custom objects and custom object fields. The list of parameter types in integration templates includes:
Field Mapping – allows users to map source/target objects to the template transformation logic. The fields can be dynamically detected from the target object.
Field – dynamic association of the user source/target individual field with the template transformation logic
Text - free-form (as text) expression within the template transformation logic;
Expression – field expression dialog box;
Condition – filter expressions for Filter/Router transformations;
Custom Dropdown – list of options.
Integration templates are developed and maintained with Cloud Integration Template Designer. All the parameters are tagged as $<parameter_name>$. For example, to expose Salesforce source object filtering condition, its application source qualifier session property is defined as:
Connect to your Informatica Cloud account at this address https://app.informaticaondemand.com/ma and review the installed connections, templates, tasks and task flows.
Setup customization in Salesforce
Customize default Salesforce objects
The Siebel to Salesforce migration and synchronization accelerator requires some minimal customization on the default objects to store important Siebel technical attributes which will be used for delta load and cross reference lookup.
To customize a default Salesforce object
1. connect as an administrator to your Salesforce organization
2. click on the setup link on the top right of the window
3. on the left pan, in the build section click on “customize” and select “customize your <objects>” where <objects> is the object you want to customize and click on the “Add a custom field to <objects>”
4. In the “<objects> Custom fields & relationships” click on new and follow the wizard to create a new custom field.
Here is the list of custom field to be added to the different default objects in Salesforce.
Object Name API Object Name Field Name API Field Name Data Type
Account Account Siebel ID SBL_External_ID__c Text(30) (External ID)
Account Account Siebel Billing Address ID
SBL_BL_Addr_Id__c Text(15)
Account Account Siebel Shipping Address ID
SBL_SH_Addr_Id__c Text(15)
Account Account Siebel Industry SBL_Industry__c Picklist
Account Account Siebel Type SBL_Type__c Picklist
User User Siebel ID SBL_External_ID__c Text(30) (External ID)
Contact Contact Siebel ID SBL_External_ID__c Text(30) (External ID)
Contact Contact Siebel Mailing Address ID
SBL_ML_Addr_Id__c Text(15)
Contact Contact Siebel Other Address ID
SBL_OT_Addr_Id__c Text(15)
Product Product2 Siebel ID SBL_External_ID__c Text(30) (External ID)
Price Book Pricebook2 Siebel ID SBL_External_ID__c Text(30) (External ID)
Opportunity Opportunity Siebel ID SBL_External_ID__c Text(30) (External ID)
Opportunity Product
OpportunityLineItem Siebel ID SBL_External_ID__c Text(30) (External ID)
Quote Quote Siebel ID SBL_External_ID__c Text(30) (External ID)
Quote Quote Revision Number RevisionNumber__c Number(18, 0)
Quote Line Item
QuoteLineItem Siebel ID SBL_External_ID__c Text(30) (External
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ID)
Quote Line Item
QuoteLineItem Line Number LineNumber__c Number(18, 0)
Asset Asset Siebel ID SBL_External_ID__c Text(30) (External ID)
Asset Asset Asset Num AssetNum__c Text(30)
Create custom objects
In order to handle data cross-reference conversion, the Siebel to Salesforce migration and synchronization accelerator requires a custom object to be created in Salesforce.
1. connect as an administrator to your Salesforce organization
2. click on the setup link on the top right of the window
3. on the left pan, in the build section click on “create” then click on “Manage your custom objects”
4. click on “New Custom Object” button
Here is the description of the custom object to be created.
Object Name API Object Name
Field Name API Field Name Data Type
Informatica Cloud Service LOV
ICS_LOV__c LOV Name Name Text(80)
Informatica Cloud Service LOV
ICS_LOV__c SFDC Value SFDC_Value__c Text(255)
Informatica Cloud Service LOV
ICS_LOV__c Source System Src_System__c Text(50)
Informatica Cloud Service LOV
ICS_LOV__c Source System Value
Src_Value__c Text(255)
Import reference data
Once the custom object is created, the default cross reference data should be loaded in it.
1. connect as an administrator to your Salesforce organization
2. click on the setup link on the top right of the window
3. on the left pan, under “Data Management”, click on “Import Custom Objects”
4. Click on “Start the Import Wizard!” link at the bottom of the page.
5. A new window opens, select the custom object you want to populate (here “Informatica Cloud Service LOV) and click on next
6. As the object is empty, select “No - insert all records in my import file.” And click on next
7. Leave “Name” selected and click on next
8. Click on the Chosse File button and navigate to the file “Siebel2SFDC_XRef.csv” provided with the accelerator and click on next
9. Assign “LOV Type” on the left with “LOV Name”, “Source system” with “Source system”, “Source system value” with “Source system value” and “Salesforce” Value with “SFDC Value” and click on next.
The Siebel to Salesforce VIP provide a set of templates, connections, integration tasks and task flows to allow a quick start on moving data from on premise Siebel application to Salesforce.
Connections
The installer creates 2 connections in your Informatica cloud instance.
- One connection is the source connection (default name SBL2SFDC_Source). This connection is a JDBC connection to the database holding the Siebel schema and data.
- The other connection is the target connection (default name SBL2SFDC_Target). This connection is a Salesforce connection to the Salesforce instance where the data will be moved.
Integration templates
The VIP contains a set of prebuilt integration templates that you run through mapping configuration tasks. Integration templates improve development productivity and enhance the quality of cloud integration projects.
The Siebel to Salesforce VIP includes the following integration templates:
T_01_SBL2SFDC_User: Create or Update Salesforce User object with S_USER Table from Siebel Database
T_02a_SBL2SFDC_Account: Create or Update Salesforce Account object with S_ORG_EXT Table from Siebel Database
T_02b_SBL2SFDC_AccountHierarchy: Update Salesforce Account object with Parent account from S_ORG_EXT Table from Siebel Database
T_03_SBL2SFDC_Contact: Create or Update Salesforce Contact object with S_CONTACT Table from Siebel Database
T_04_SBL2SFDC_Product: Create or Update Salesforce Product2 object with S_PROD_INT Table from Siebel Database
T_05_SBL2SFDC_Pricebook: Create or Update Salesforce Pricebook object with S_PRI_LST Table from Siebel Database
T_06a_SBL2SFDC_PricebookEntryInitialization: Initialize the Salesforce Pricebook Entry object with Standard Pricebook and Products loaded in Salesforce
T_06b_SBL2SFDC_PricebookEntry: Create or Update Salesforce Pricebook Entry object with S_PRI_LST_ITEM Table from Siebel Database
T_07_SBL2SFDC_UpdateExternalID: Update Opportunity Object with Siebel ID based on Opportunity Name
T_07a_SBL2SFDC_Opportunity: Create or Update Salesforce Opportunity object with S_OPTY Table from Siebel Database
T_07b_SBL2SFDC_OpportunityLineItem: Create or Update Salesforce Oppotunity Line Item object with S_REVN Table from Siebel Database
T_07c_SBL2SFDC_OpportunityContactRole: Create or Update Salesforce Opportunity Contact Role object with S_OPTY_CON Table from Siebel Database
T_08a_SBL2SFDC_Quote: Create or Update Salesforce Quote object with S_DOC_QUOTE Table from Siebel Database
T_08b_SBL2SFDC_QuoteLineItem: Create or Update Salesforce Quote Line Item object with S_QUOTE_ITEM Table from Siebel Database
T_09_SBL2SFDC_Asset: Create or Update Salesforce Asset object with S_ASSET Table from Siebel Database
T_01_SFDC2SBL_User: Insert Siebel EIM_USER Table with User Object from Salesforce
T_02_SFDC2SBL_Account: Insert Siebel EIM_ACCOUNT Table with Account Object from Salesforce
T_03_SFDC2SBL_Contact: Insert Siebel EIM_CONTACT Table with Contact Object from Salesforce
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T_04_SFDC2SBL_Product: Insert Siebel EIM_PROD_INT Table with Product2 Object from Salesforce
T_05_SFDC2SBL_Pricebook: Insert Siebel EIM_PRI_LST Table with PricebookEntry object from Salesforce
T_06_SFDC2SBL_PricebookEntry: Insert Siebel EIM_PRI_LST Table with PricebookEntry object from Salesforce
T_07a_SFDC2SBL_Opportunity: Insert Siebel EIM_OPTY Table with Opportunity Object from Salesforce
T_07b_SFDC2SBL_OpportunityLineItem: Insert Siebel EIM_REVN Table with OpportunityLineItem Object from Salesforce
T_07c_SFDC2SBL_OpportunityContactRole: Insert Siebel EIM_OPTY Table with OpportunityContactRole Object from Salesforce
T_08a_SFDC2SBL_Quote: Insert Siebel EIM_QUOTE Table with Quote Object from Salesforce
T_08b_SFDC2SBL_QuoteLineItem: Insert Siebel EIM_QUOTE_IT Table with Quote Line Item Object from Salesforce
T_09_SFDC2SBL_Asset: Insert Siebel EIM_ASSET Table with Asset Object from Salesforce
For more information about mapplets, integration templates, or other Informatica Cloud functionality, see the Informatica Cloud User Guide or online help.
From Siebel to Salesforce
T_01_SBL2SFDC_User
Transformation logic
The template is designed to:
- extract the information from the Siebel User and contact table,
- join them together
- lookup the time zone information and translate the time zone to its Salesforce equivalent
- lookup the Profile Id from Salesforce
- lookup the Party UID to be used as the External ID
- Load the data into Salesforce as Upsert
Visio template
Available parameters
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Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Relational Database
SIEBEL Contact Table
S_CONTACT Siebel table containing the contact attributes
Source Connection = Relational Database
SIEBEL Contact X Table
S_CONTACT_X Siebel table containing the extra contact attributes
Source Connection = Relational Database
SIEBEL User Table
S_USER Siebel table containing the user attributes
Target Connection = Salesforce
SFDC User Object
User Salesforce User object
Other Parameters Lookup
Connection = Relational Database
Siebel Party table S_PARTY Siebel table with common attributes for parties such as user, contact, external organization, etc.
Other Parameters Lookup
Connection = Relational Database
Siebel Timezone Table
S_TIMEZONE Siebel table containing the link between the timezone and the party
Other Parameters Lookup
Connection = Salesforce
SFDC Profile Object
Profile Salesforce object referencing the different user profiles setup in the organization
Other Parameters Lookup
Connection = Salesforce
SFDC List Of Value Object
ICS_LOV__c Salesforce object containing cross reference data
Other Parameters Field Map
Object = User
Field Mapping Configurable This parameter allow to customize the field mapping between Siebel field and Salesforce fields
Other Parameters Text
Default profile 'Read Only' Default profile applied to the user loaded in Salesforce
Other Parameters Text
Source System ‘Siebel’ Source system to select entry for timezone in the Salesforce cross reference object
Other Parameters Text
Timezone LOV ‘Timezone' Name of the list of values to be selected for the timezone cross reference
Other Parameters Text
required='false'
User source filter Optional filter to be applied directly to the source. The filter is expressed in SQL.
T_02a_SBL2SFDC_Account
Transformation logic
The template is designed to:
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- extract the information from the Siebel External Organization and address table for both Billing and shipping addresses,
- join them together
- lookup the industry information and translate the industry to its Salesforce equivalent
- translate the account type to its Salesforce equivalent
- lookup the owner of the account and retrieve the User Id from Salesforce
- lookup the Party UID to be used as the External ID
- Load the data into Salesforce as Upsert
Visio template
Available parameters
Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Relational Database
SIEBEL External Organization Table
S_ORG_EXT Siebel table containing the external organization attributes
Source Connection = Relational Database
SIEBEL External Organization X Table
S_ORG_EXT_X Siebel table containing the extra external organization attributes
Source Connection = Relational Database
SIEBEL Address Table
S_ADDR_PER Siebel table containing the address attributes
Target Connection = Salesforce
SFDC Account Object
Account Salesforce Account object
Other Parameters Lookup
Connection = Relational Database
Siebel Party table S_PARTY Siebel table with common attributes for parties such as user, contact, external organization, etc.
Other Parameters Lookup
Connection = Relational Database
Siebel Industry Table
S_INDUST Siebel table linking industry type with Party
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Other Parameters Lookup
Connection = Relational Database
Siebel Position table
S_POSTN Siebel table linking party with other party
Other Parameters Lookup
Connection = Salesforce
SFDC List Of Value Object
ICS_LOV__c Salesforce object containing cross reference data
Other Parameters Lookup
Connection = Salesforce
SFDC User Object
User Salesforce User Object
Other Parameters Field Map
Object = Account
Field Mapping Configurable This parameter allow to customize the field mapping between Siebel field and Salesforce fields
Other Parameters Text
External ID Field SBL_External_ID__c Field used as the external ID in Salesforce to allow the upsert operation on the target object
Other Parameters Text
Account Type LOV ‘AccountType’ Name of the list of values to be selected for the Account Type cross reference
Other Parameters Text
Industry LOV ‘Industry’ Name of the list of values to be selected for the Industry cross reference
Other Parameters Text
Source system ‘Siebel’ Source system to select list of values entry in the Salesforce cross reference object
Other Parameters Text
required='false'
User source filter 'INT_ORG_FLG='N' AND ENTERPRISE_FLAG='N'’
Optional filter to be applied directly to the source. The filter is expressed in SQL.
T_02b_SBL2SFDC_AccountHierarchy
Transformation logic
The template is designed to:
- extract the information from the Siebel External Organization table
- lookup the Parent Party UID and lookup the Salesforce Id for that accounr
- lookup the Salesforce Id for the current account
- update the parent account Id in the Account Object in Salesforce
Visio template
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Available parameters
Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Relational Database
SIEBEL External Organization Table
S_ORG_EXT Siebel table containing the external organization attributes
Target Connection = Salesforce
SFDC Account Object
Account Salesforce Account object
Other Parameters Lookup
Connection = Relational Database
Siebel Party table S_PARTY Siebel table with common attributes for parties such as user, contact, external organization, etc.
Other Parameters Lookup
Connection = Relational Database
SIEBEL External Organization Table
S_ORG_EXT Siebel table containing the external organization attributes
Other Parameters Lookup
Connection = Salesforce
SFDC Account Object
Account Salesforce Account object
Other Parameters Field Map
Object = Account
Field Mapping Configurable This parameter allow to customize the field mapping between Siebel field and Salesforce fields
Other Parameters Text
required='false'
User source filter PAR_OU_ID is not null AND INT_ORG_FLG = 'N' and ENTERPRISE_FLAG = 'N'
Optional filter to be applied directly to the source. The filter is expressed in SQL.
T_03_SBL2SFDC_Contact
Transformation logic
The template is designed to:
- extract the information from the Siebel contact and address table
- join them together
- lookup the Account Party UID in Siebel and the Account Id in salesforce
- lookup the Contact Party UID to be used as the External ID
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- Load the data into Salesforce as Upsert
Visio template
Available parameters
Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Relational Database
SIEBEL Contact Table
S_CONTACT Siebel table containing the contact attributes
Source Connection = Relational Database
SIEBEL Contact X Table
S_CONTACT_X Siebel table containing the extra contact attributes
Source Connection = Relational Database
SIEBEL Address Table
S_ADDR_PER Siebel table containing the address attributes
Source Connection = Relational Database
SIEBEL Address X Table
S_ADDR_PER_X Siebel table containing the extra address attributes
Target Connection = Salesforce
SFDC Contact Object
Contact Salesforce Contact object
Other Parameters Lookup
Connection = Relational Database
Siebel Party table S_PARTY Siebel table with common attributes for parties such as user, contact, external organization, etc.
Other Parameters Lookup
Connection = Salesforce
SFDC Account Object
Account Salesforce Account object
Other Parameters Field Map
Object = Contact
Field Mapping Configurable This parameter allow to customize the field mapping between Siebel field and Salesforce fields
Other Parameters Text
External ID Field SBL_External_ID__c Field used as the external ID in Salesforce to allow the upsert operation on the target object
Other Parameters Text
required='false'
User filter condition
not isnull(AccountId) Last filter before the record is sent to Salesforce
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Other Parameters Text
required='false'
User source filter PR_DEPT_OU_ID is not null
Optional filter to be applied directly to the source. The filter is expressed in SQL.
T_04_SBL2SFDC_Product
Transformation logic
The template is designed to:
- extract the information from the Siebel product tables
- join them together
- Load the data into Salesforce as Upsert
Visio template
Available parameters
Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Relational Database
SIEBEL Internal Product Table
S_PROD_INT Siebel table containing the Internal product attributes
Source Connection = Relational Database
SIEBEL Internal Product X Table
S_PROD_INT_X Siebel table containing the extra Internal product attributes
Target Connection = Salesforce
SFDC Product Object
Product2 Salesforce Product object
Other Parameters Field Map
Object = Product
Field Mapping Configurable This parameter allow to customize the field mapping between Siebel field and Salesforce fields
Other Parameters Text
External ID Field SBL_External_ID__c Field used as the external ID in Salesforce to allow the upsert operation on the target object
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T_05_SBL2SFDC_Pricebook
Transformation logic
The template is designed to:
- extract the information from the Siebel price list tables
- join them together
- Load the data into Salesforce as Upsert
Visio template
Available parameters
Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Relational Database
SIEBEL Price List Table
S_PRI_LST Siebel table containing the Price List attributes
Source Connection = Relational Database
SIEBEL Price List X Table
S_PRI_LST_X Siebel table containing the extra Price List attributes
Target Connection = Salesforce
SFDC Pricebook Object
Pricebook2 Salesforce Price book object
Other Parameters Field Map
Object = Pricebook
Field Mapping Configurable This parameter allow to customize the field mapping between Siebel field and Salesforce fields
Other Parameters Text
External ID Field SBL_External_ID__c Field used as the external ID in Salesforce to allow the upsert operation on the target object
T_06a_SBL2SFDC_PricebookEntryInitialization
Transformation logic
The template is designed to:
- extract the information from the Salesforce Pricebook and Product Object
- join them together
- lookup if an entry already exist in the Price book Entry Object
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- Load the data into Salesforce as Update/Insert
Visio template
Available parameters
Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Salesforce
SFDC Pricebook Object
Pricebook2 Salesforce Price book object
Source Connection = Salesforce
SFDC Product Object
Product2 Salesforce Product object
Target Connection = Salesforce
SFDC Pricebook Entry Object
PricebookEntry Salesforce Price book entry object
Other Parameters Field Map
Object = PricebookEntry
Field Mapping Configurable This parameter allow to customize the field mapping between source field and target fields
Other Parameters Lookup
Connection = Salesforce
SFDC Pricebook Entry Object
PricebookEntry Salesforce Price book entry object
T_06b_SBL2SFDC_PricebookEntry
Transformation logic
The template is designed to:
- extract the information from the Siebel Price List Item tables
- join them together
- lookup the Salesforce Product Id
- lookup the Salesforce Pricebook Id
- lookup if the Pricebook entry already exists
- Load the data into Salesforce as Update/Insert
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Visio template
Available parameters
Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Relational Database
SIEBEL Price List Item Table
S_PRI_LST_ITEM Siebel table containing the Price List Item attributes
Source Connection = Relational Database
SIEBEL Price List Item X Table
S_PRI_LST_ITEM_X Siebel table containing the extra Price List Item attributes
Target Connection = Salesforce
SFDC Price book entry Object
PricebookEntry Salesforce Price book entry object
Other Parameters Lookup
Connection = Salesforce
SFDC Pricebook Entry Object
PricebookEntry Salesforce Price book entry object
Other Parameters Lookup
Connection = Salesforce
SFDC Pricebook Object
Pricebook2 Salesforce Price book object
Other Parameters Lookup
Connection = Salesforce
SFDC Product Object
Product2 Salesforce Product object
Other Parameters Field Map
Object = PricebookEntry
Field Mapping Configurable This parameter allow to customize the field mapping between Siebel field and Salesforce fields
T_07_SBL2SFDC_UpdateExternalID
Transformation logic
The template is designed to:
- extract the information from the Siebel Opportunity table
- lookup the Opportunity Id based on the Opportunity name
- filter to update only the opportunities that have different External ID
- Load the data into Salesforce as Update
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Visio template
Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Relational Database
SIEBEL Opportunity Table
S_OPTY Siebel table containing the Opportunity attributes
Target Connection = Salesforce
SFDC Opportunity Object
Opportunity Salesforce opportunity Object
Other Parameters Lookup
Connection = Salesforce
SFDC Opportunity Object
Opportunity Salesforce opportunity Object
Other Parameters Field Map
Object = Opportunity
Field Mapping Configurable This parameter allow to customize the field mapping between Siebel field and Salesforce fields
T_07a_SBL2SFDC_Opportunity
Transformation logic
The template is designed to:
- extract the information from the Siebel opportunity tables
- join them together
- lookup the owner Party UID and the corresponding Salesforce User Id
- lookup the Siebel account and the corresponding Salesforce Account Id
- lookup the Salesforce Price book Id
- lookup the Siebel Stage value
- Load the data into Salesforce as Upsert
Visio template
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Available parameters
Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Relational Database
SIEBEL Opportunity Table
S_OPTY Siebel table containing the Opportunity attributes
Source Connection = Relational Database
SIEBEL Opportunity X Table
S_OPTY_X Siebel table containing the extra Opportunity attributes
Target Connection = Salesforce
SFDC Opportunity Object
Opportunity Salesforce opportunity Object
Other Parameters Lookup
Connection = Relational Database
Siebel External Organization table
S_ORG_EXT Siebel table containing the External organization attributes
Other Parameters Lookup
Connection = Relational Database
Siebel Party table S_PARTY Siebel table with common attributes for parties such as user, contact, external organization, etc.
Other Parameters Lookup
Connection = Relational Database
Siebel Position table
S_POSTN Siebel table linking party with other party
Configurable This parameter allow to customize the field mapping between source Salesforce field and target Salesforce fields
Other Parameters Field Map
Object = EIM_QUOTE_IT
Field Mapping for EIM_QUOTE_IT
Configurable This parameter allow to customize the field mapping between Salesforce field and Siebel fields
Other Parameters Text
Default Organization Name
‘Default Organization'
Parameter for the Position location to be used when loading data in Siebel
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T_09_SFDC2SBL_Asset
Transformation logic
The template is designed to:
- extract the information from the Salesforce Asset, Account Objects
- Join them together
- lookup the Contact External Id in the Salesforce contact object
- lookup the Product External Id in the Salesforce Product object
- Update the Salesforce Asset Object to set the external Id
- Insert record in the EIM table
Visio template
Available parameters
Parameter Type
Parameter Attributes
Parameter Name Parameter Value Description
Source Connection = Salesforce
SFDC Account Object
Account Salesforce Account Object
Source Connection = Salesforce
SFDC Asset Object
Asset Salesforce Asset Object
Target Connection = Salesforce
SFDC Asset Object
Asset Salesforce Asset Object
Target Connection = Relational Database
SIEBEL Asset Interface Table
EIM_ASSET Siebel Export/Import Asset table
Other Parameters Lookup
Connection = Salesforce
SFDC Contact Object
Contact Salesforce Contact Object
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Other Parameters Lookup
Connection = Salesforce
SFDC Product Object
Product2 Salesforce Product Object
Other Parameters Field Map
Object = Asset
Field Mapping for Asset
Configurable This parameter allow to customize the field mapping between source Salesforce field and target Salesforce fields
Other Parameters Field Map
Object = EIM_ASSET
Field Mapping for EIM_ASSET
Configurable This parameter allow to customize the field mapping between Salesforce field and Siebel fields
Other Parameters Text
Default Organization Name
‘Default Organization'
Parameter for the Position location to be used when loading data in Siebel
Other Parameters Text
Location ‘INTERNAL’ Parameter for the Position location to be used when loading data in Siebel
Other Parameters Text
Position Division ‘Siebel Administration’
Parameter for the Position division to be used when loading data in Siebel
Other Parameters Text
Position Name ‘Siebel Administrator’ Parameter for the Position name to be used when loading data in Siebel
Tasks – Mapping Configurations
In the VIP, each template has an associated integration task which instantiates the predefined parameters defined at the template level. These tasks are using the source and target connection created during the installation process.
The task can be reviewed and the parameters can be modified in Informatica Cloud service by going to the menu Apps Mapping Configuration, this is where the field mapping can be customized to your environment.
Task Flows
In the VIP, two task flows are provided, one designed to run the task to load Siebel data to Salesforce, the other to load Salesforce data to Siebel.
The task flows can be reviewed and modified by navigating to the menu Design Task Flows in Informatica Cloud Services.
Schedules
You can schedule the task flows or the tasks to be executed at a particular moment and on a regular basis. In order to schedule a task flow, edit the task flow and on the schedule section, select the option : “run this task on schedule”, select a schedule already defined or click on the new button, in that case enter the name of the schedule, the start date and the repeating details for the schedule, follow the creation wizard for that.
Customizations
Task customization
Tasks provided with the VIP can be customized based on the Siebel or Salesforce customization. The initial field mapping provided is based on vanilla instance of Siebel and Salesforce.
To customization a task
1. Connect to Informatica cloud services
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2. Navigate to the list of task (Apps Mapping Configuration)
3. Click on the name of the task you want to customize then click on edit.
4. Change the name of the task or the secure agent the task is running on
5. By clicking on next, you enter the source configuration, you can change the connection of the source tables/objects used in the task
6. By clicking on next, you enter the target configuration, you can change the connection of the target tables/objects used in the task
7. By clicking on next, you enter the other parameter configuration, you can change the connection of the lookup tables/objects used in the task, modify the default values used as parameter and change the field mapping
8. To change the field mapping simply drag and drop field from the left to the right or applied specific expression transformation using the available field by clicking on the “fx” next to the the fields on the right of the field mapping configuration
9. Close and save you changes
Integration Template customization
Version 1.0 of Siebel-Salesforce VIP is developed with Cloud Integration Template Designer, the Informatica Cloud plug-in for Microsoft Visio. The template customization requires access to the Cloud Integration Template Designer and the template VSD files.
Once you have installed the Cloud Integration Template Designer on your computer, open the template VSD file and modify it to your needs.
The modification should follow the guidelines:
1. When a new source is added to the template, in the link rules between the source qualifier and the next transformation, the field of the source should prefixed so that there is no confusion in between the fields in the field mapping configuration.
2. If an additional target is added to the template, it should be preceded by an expression containing an expression as a parameter so it can be defined as a field mapping parameter when configured in Informatica Cloud Service.
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3. The link rules to the target should contain a rule to remove the “_OUT” suffix
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4. Attributes to upsert data into a salesforce target should be added to the session properties and use parameters to be adaptable to the customization made in Salesforce.
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Once the template is ready, publish the template by clicking on the Visio plugin button
Then in Informatica Cloud Service, Navigate to the menu Design Integration templates and click on the name of the template you have modified. Then click on the Edit.
On the edit screen upload the publish template (.xml file) and review the new parameters to be configured.
All tasks based on the template will have to be reviewed as well as the default values for the new parameters won’t be applied.
See Informatica Cloud Online Help for more details on Integration Templates.
Error: Unable to connect to Informatica Cloud Service, verify your username and password
Reason: Either the username or the password entered in the installer configuration file to connect to the Informatica cloud services is incorrect
Error: Unable to find the secure agent <agent name>
Reason: the agent name entered in the installer configuration file cannot be find in the Informatica cloud service instance. Make sure the agent is present.
Execution errors
Error: The connection test failed. [informatica][Oracle JDBC Driver][Oracle]ORA-01017: invalid username/password; logon denied
Reason: the Informatica secure agent cannot establish the connection to the Siebel database because the Username or the password specified in the installer configuration file was incorrect. Navigate to the source connection in ICS and update the username and password.
Error: The connection test failed. [informatica][Oracle JDBC Driver]Error establishing socket. Unknown host: <hostname>.
Reason: The Informatica secure agent cannot establish the connection to the Siebel database because the hostname or the Port specified in the installer configuration file was incorrect. Navigate to the source connection in ICS and update the hostname and port
Reason: The value entered in the mapping configuration task for the source filter parameter is incorrect or empty. Edit the mapping configuration task enter a value for the user source filter (if no filter is required, enter the value “1=1”).
Error: TE_7002 Transformation stopped due to a fatal error in the mapping. The expression [Default Organization] contains the following errors [<<PM Parse Error>> missing operator ... Default>>>> <<<<Organization].
Reason: The value entered in the mapping configuration task is supposed to be quoted. Edit the mapping configuration task and add single quote before and after the parameter value.
Error: TE_7002 Transformation stopped due to a fatal error in the mapping. The expression [SUBSTR(OLI_Id, 11, 8)|| to_char(LastModifiedDate,'HH24MISS')|| 'O'] contains the following errors [<<PM Parse Error>> [LastModifiedDate,'HH24MISS')|| 'O']: invalid symbol reference ... SUBSTR(OLI_Id, 11, 8)|| to_char(>>>>LastModifiedDate<<<<,'HH24MISS')|| 'O'].
Reason: the expression entered in the field mapping is incorrect, a field cannot be found in the list of available fields for the field mapping parameter. Edit the mapping configuration task and verify that the expression for the particular field mapping is valid.
Error: You have exceeded your daily limit of 24 jobs.
Reason: There is a daily limit for the execution of certain jobs in your Informatica Cloud services instance. Contact your administrator or the Informatica support to see how this can be increased.
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Error: java.lang.OutOfMemoryError: Java heap space; nested exception is: java.lang.OutOfMemoryError: Java heap space
Reason: The Informatica secure agent has exceeded the amount of memory allocated to the general process. Update the Tomcate JRE / INFA_MEMORY system configuration variable to increase the amount of memory allocated to the Informatica secure agent processes.
Error: The joiner node 'jnr_Opportunity_PricebookEntry' condition has a field which cannot be found in the master/detail set: 'O_PricebookEntryId'
Reason: When the integration template is edited in Microsoft Visio, make sure that the field name used in the join condition exists in one of the input.
Error: You didnt specify master for Joiner Node: '{0}';You didnt specify master for Joiner Node: '{0}'
Reason: when the integration template is edited in Microsoft Visio, make sure one if the incoming link is designated as the master by right-clicking on the joiner and clicking on “Select Master”.
Error: The lookup condition has a reference to an non-existing port: OCR_ContactId
Reason: When the integration template is edited in Microsoft Visio, make sure that the field name used in the join condition exist as input or is part of the lookup object field list.
Error: [FATAL] Upsert is turned on, but external Id is missing.
Reason: if upsert is turn on for a target object, make sure the field to be used as the external Id is specified, also make sure the value used for the External ID field parameter in the mapping configuration task is correct.
Error: Error loading into target [Account] : Error received from salesforce.com. Fields [Name]. Status code [REQUIRED_FIELD_MISSING]. Message [Required fields are missing: [Name]].
Reason: This error can be found in the error file generated by the task execution. Edit the mapping configuration task and make sure the required fields in Salesforce are properly mapped and the value is always populated in the source data.
Error: Error loading into target [OpportunityLineItem] : Error received from salesforce.com. Fields [PricebookEntryId]. Status code [INVALID_FIELD_FOR_INSERT_UPDATE]. Message [Unable to create/update fields: PricebookEntryId. Please check the security settings of this field and verify that it is read/write for your profile or permission set.].
Reason: This error can be found in the error file generated by the task execution. When upsetting the data to certain object in Salesforce, some field value cannot be changed, Edit the mapping configuration task and make sure the value use remains the same for the existing records
Reason: This error can be found in the error file generated by the task execution. This happens when the data loaded in a Siebel EIM table already contains a record with the same value. Make sure the EIM table is cleaned up before running the Salesforce to Siebel tasks.
You can contact a Customer Support Center online or by telephone.
For online support, click Submit Support Request in the Informatica Cloud application. You can also use Informatica MySupport to log a case. MySupport requires a user name and password. You can request a user name and password at https://mysupport.informatica.com.
The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at http://www.informatica.com/us/services-and-training/support-services/global-support-centers/.