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

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for Salesforce Marketing, 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 Marketing 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 Marketing 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.sfmarketingcloud.SFMarketingCloudDriver

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

   Authenticating to the Salesforce Marketing Cloud APIs

   Set the and to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

   Connecting to the Salesforce Marketing Cloud APIs

   By default, the data provider connects to production environments. Set to true to use a Salesforce Marketing Cloud sandbox account.

   The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set .

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.sfmarketingcloud.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:sfmarketingcloud:User=myUser;Password=myPassword;InitiateOAuth=GETANDREFRESH;

Browse Salesforce Marketing Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access Salesforce Marketing entities in Informatica. Follow the steps below to connect to Salesforce Marketing and browse Salesforce Marketing 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 Marketing entities as relational tables. (Salesforce is shown.)
   

You can now browse Salesforce Marketing 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 Marketing Data Objects

Follow the steps below to add Salesforce Marketing tables to your project:

1. Select tables in Salesforce Marketing, then right-click a table in Salesforce Marketing, 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 Marketing 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 Marketing 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 Marketing table in the mapping. (Salesforce is shown.)
   

   Follow the steps below to map Salesforce Marketing 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 Marketing 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 Marketing data, right-click in the workspace and then click Run Mapping.

   👁 The completed mapping. (Salesforce is shown.)