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.

Getting Started

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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 👁 Image
   
2. Select the Runtime Environments tab
3. Click "Download Secure Agent" 👁 Image
   
4. Make note of the Install Token 👁 Image
   
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token 👁 Image
   

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

After installing the driver JAR file, you are ready to configure your connection to Salesforce in Informatica Cloud. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

• 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:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode

  There are several authentication methods available for connecting to Salesforce: OAuth, Login (or basic), and SSO. The Login method requires you to have the username, password, and security token of the user.

  OAuth Authentication (default)

  The default authentication mechanism (and the one preferred by Salesforce) is OAuth. To use OAuth with CData's embedded OAuth application, leave the connection properties blank. If you have configured your own custom OAuth application with Salesforce (see the Help documentation for more information), set OAuthClientId, OAuthClientSecret, and CallbackURL to the properties for you application. Set InitiateOAuth to the desired OAuth flow ("GETANDREFRESH" will have the connector manage the entire OAuth flow).

  Login (or Basic) Authentication

  If you do not wish do not wish to use OAuth authentication, you can use Login (or basic) authentication. Set AuthScheme to Basic, and set the User, Password, and SecurityToken properties. You can configure your security token in Salesforce.

  SSO (single sign-on) Authentication

  SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and SSOExchangeURL connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the Help documentation for more information.

  Multi-Factor Authentication (MFA)

  If your Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies to both OAuth and Login authentication flows.

  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.

  👁 Using the built-in connection string designer to generate a JDBC URL (Google Sheets is shown.)
  
• Username: Set this to a placeholder value (since Salesforce does not require a username)
• Password: Set this to a placeholder value (since Salesforce does not require a password)

👁 Configuring the Connection (Google Sheets is shown.

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 👁 Image
   
2. Click New.. and select Mapping from the Mappings tab 👁 Image
   
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type 👁 Selecting the Source Connection and Source Type
   
4. Click "Select" to choose the table to map 👁 Selecting the Source Object
   
5. In the Fields tab, select the fields from the Salesforce table to map 👁 Selecting Source Fields 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. 👁 Selecting the Target Field Mappings
   

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.