Create Informatica Mappings From/To a JDBC Data Source for Salesforce Data Cloud

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for Salesforce Data Cloud, 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 Cloud data in Informatica PowerCenter.

Deploy the Driver

To deploy the driver to the Informatica PowerCenter server, copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, to the following folder: Informatica-installation-directory\services\shared\jars\thirdparty.

To work with Salesforce Data Cloud data in the Developer tool, you will need to copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, into the following folders:

• Informatica-installation-directory\client\externaljdbcjars
• Informatica-installation-directory\externaljdbcjars

Create the JDBC Connection

Follow the steps below to connect from Informatica Developer:

1. In the Connection Explorer pane, right-click your domain and click Create a Connection.
2. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select JDBC.
3. In the JDBC Driver Class Name property, enter:

   cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver

4. In the Connection String property, enter the JDBC URL, using the connection properties for Salesforce Data Cloud.

   Salesforce Data Cloud supports authentication via the OAuth standard.

   OAuth

   Set to OAuth.

   Desktop Applications

   CData provides an embedded OAuth application that simplifies authentication at the desktop.

   You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.

   Before you connect, set these properties:

   • : GETANDREFRESH. You can use to avoid repeating the OAuth exchange and manually setting the .
   • (custom applications only): The Client ID assigned when you registered your custom OAuth application.
   • (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

   When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.

   The driver then completes the OAuth process as follows:

   • Extracts the access token from the callback URL.
   • Obtains a new access token when the old one expires.
   • Saves OAuth values in so that they persist across connections.

   For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.salesforcedatacloud.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 (Salesforce is shown.)
   

   A typical connection string is below:

   jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH;

Browse Salesforce Data Cloud Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access Salesforce Data Cloud entities in Informatica. Follow the steps below to connect to Salesforce Data Cloud and browse Salesforce Data Cloud tables:

1. Connect to your repository.
2. In the Connection Explorer, right-click the connection and click Connect.
3. Clear the Show Default Schema Only option. 👁 The driver models Salesforce Data Cloud entities as relational tables. (Salesforce is shown.)
   

You can now browse Salesforce Data Cloud tables in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create Salesforce Data Cloud Data Objects

Follow the steps below to add Salesforce Data Cloud tables to your project:

1. Select tables in Salesforce Data Cloud, then right-click a table in Salesforce Data Cloud, and click Add to Project.
2. In the resulting dialog, select the option to create a data object for each resource.
3. In the Select Location dialog, select your project.

   Create a Mapping

   Follow the steps below to add the Salesforce Data Cloud source to a mapping:

   1. In the Object Explorer, right-click your project and then click New -> Mapping.
   2. Expand the node for the Salesforce Data Cloud connection and then drag the data object for the table onto the editor.
   3. In the dialog that appears, select the Read option.
   👁 The source Salesforce Data Cloud table in the mapping. (Salesforce is shown.)
   

   Follow the steps below to map Salesforce Data Cloud columns to a flat file:

   1. In the Object Explorer, right-click your project and then click New -> Data Object.
   2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
   3. In the properties for the Salesforce Data Cloud object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
   4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
   5. Click and drag to connect columns.

   To transfer Salesforce Data Cloud data, right-click in the workspace and then click Run Mapping.

   👁 The completed mapping. (Salesforce is shown.)