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Informatica Cloud Siebel-Salesforce Vibe integration package User Guide


Introduction

About this VIP

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.

https://community.informatica.com/docs/DOC-3930

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Technical Overview

Vibe Integration Packages reside in Informatica Cloud Global Repository. They can be searched and downloaded through Informatica Marketplace site:

https://community.informatica.com/community/marketplace/

Secured

Agent

Read Write

Rea

d W

rite

Task execution

Secure Sign-on

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:

https://community.informatica.com/community/marketplace/

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<ATTRIBUTE NAME ="SOQL Filter Condition" VALUE ="$oppty_line_src_filter$"/>

Parameter type and other parameter properties are added to the integration templates through Cloud Integration Template Wizard.

See Informatica Cloud Online Help for more details on Integration Templates.


Installing the VIP

Prerequisites

Before you use the Siebel-Salesforce Vibe Integration package, verify the following prerequisites:

Informatica Cloud Standard Edition valid account.

Siebel database user account with the privileges required to read/write from/to Siebel tables.

Salesforce user account with administration privileges required to create custom fields/objects

Java JRE installed on your computer to execute the installer

Install Informatica Cloud objects

Configure the installer

Unzip the package downloaded from the Informatica marketplace, navigate to the ICSInstaller directory and edit the file named “config.properties”

Paramater value Parameter description Parameter default value

icsBaseUrl Initial URL to connect to the Informatica cloud services

https://app.informaticaondemand.com/ma

icsUsername Your Informatica cloud services username

<your email>

icsPassword Your Informatica cloud services password

********

AgentName Name of the agent where the Siebel-Salesforce integration tasks will be executed

SourceConnectionName Name of the connection to be create to connect to Siebel

SBL2SFDC_Source

SourceConnectionDescription Description of the source connection

Siebel to Salesforce sync source connection (SIEBEL)

SourceConnectionUserName Username for the source connection

Siebel

SourceConnectionPassword Password for the source connection

**********

SourceConnectionDatabaseSID Service name of the Siebel database

<serviceName>

SourceConnectionDatabaseHostName Hostname of the server running the database

<hostname>

SourceConnectionDatabasePort Listening Port of the database <database Port>

SourceConnectionDatabaseSchema Database Schema if different from the username

TargetConnectionName Name of the connection to be create to connect to Salesforce

SBL2SFDC_Target

TargetConnectionDescription Description of the Salesforce connection

<your email>

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TargetConnectionUserName Username for the Salesforce connection

Siebel to Salesforce sync target connection (SFDC)

TargetConnectionPassword Password for the Salesforce connection

*********

TargetConnectionSecurityToken Security token for the Salesforce connection

**************************

SiebelToSFDC.User.IsActive Activate the User migration from Siebel to Salesforce in the task flow

False

SiebelToSFDC.Account.IsActive Activate the Account migration from Siebel to Salesforce in the task flow

True

SiebelToSFDC.Contact.IsActive Activate the Contact migration from Siebel to Salesforce in the task flow

True

SiebelToSFDC.Product.IsActive Activate the Product migration from Siebel to Salesforce in the task flow

True

SiebelToSFDC.Pricebook.IsActive Activate the Pricebook migration from Siebel to Salesforce in the task flow

True

SiebelToSFDC.Opportunity.IsActive Activate the Opportunity migration from Siebel to Salesforce in the task flow

True

SiebelToSFDC.Quote.IsActive Activate the Quote migration from Siebel to Salesforce in the task flow

True

SiebelToSFDC.Asset.IsActive Activate the Asset migration from Siebel to Salesforce in the task flow

True

SFDCToSiebel.User.IsActive Activate the User migration from Salesforce to Siebel in the task flow

False

SFDCToSiebel.Account.IsActive Activate the Account migration from Salesforce to Siebel in the task flow

True

SFDCToSiebel.Contact.IsActive Activate the Contact migration from Salesforce to Siebel in the task flow

True

SFDCToSiebel.Product.IsActive Activate the Product migration from Salesforce to Siebel in the task flow

True

SFDCToSiebel.Pricebook.IsActive Activate the Pricebook migration from Salesforce to Siebel in the task flow

True

SFDCToSiebel.Opportunity.IsActive Activate the Opportunity migration from Salesforce to Siebel in the task flow

True

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SFDCToSiebel.Quote.IsActive Activate the Quote migration from Salesforce to Siebel in the task flow

True

SFDCToSiebel.Asset.IsActive Activate the Asset migration from Salesforce to Siebel in the task flow

True

Run the installer

Once the configuration file is customized for your environment, you can run the installer.

Open a command window (Start Run… enter “cmd and click on “OK”)

Navigate to the <installation direcotry>\ICSInstaller directory.

run the following command : install.bat install

The output of the command line should look like:

SessionId: DHuI4dQBTAsg6qTr

Url: https://app2.informaticacloud.com/saas

AgentId: 000SJ708000000000003

Source Connection Id : 000SJ70B00000000004X

Target Connection Id : 000SJ70B00000000004Y

Template : Siebel to Salesforce - 01 - User : 000SJ70V0000000000FT

Task : Siebel to Salesforce - Task - 01 - User : 000SJ70Z0000000000E3

Template : Siebel to Salesforce - 03 - Contact : 000SJ70V0000000000FU

Task : Siebel to Salesforce - Task - 03 - Contact : 000SJ70Z0000000000E4

[…]

Template : Salesforce to Siebel - 09 - Asset : 000SJ70V0000000000GJ

Task : Salesforce to Siebel - Task - 09 - Asset : 000SJ70Z0000000000ET

Task : SFDC to Siebel : 000SJ70N000000000029

Task : Siebel to SFDC : 000SJ70N00000000002A

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

https://app.informaticaondemand.com/ma

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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.



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)


ICS_LOV__c SFDC Value SFDC_Value__c Text(255)


ICS_LOV__c Source System Src_System__c Text(50)


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.



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.

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10. Finally click on “Import!”


VIP Content

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


SIEBEL Contact X Table

S_CONTACT_X Siebel table containing the extra contact attributes


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.



Siebel Timezone Table

S_TIMEZONE Siebel table containing the link between the timezone and the party


Connection = Salesforce

SFDC Profile Object

Profile Salesforce object referencing the different user profiles setup in the organization



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


Source System ‘Siebel’ Source system to select entry for timezone in the Salesforce cross reference object


Timezone LOV ‘Timezone' Name of the list of values to be selected for the timezone cross reference


required='false'

User source filter Optional filter to be applied directly to the source. The filter is expressed in SQL.

T_02a_SBL2SFDC_Account



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- extract the information from the Siebel External Organization and address table for both Billing and shipping addresses,


- 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


Visio template


Parameter Type




SIEBEL External Organization Table

S_ORG_EXT Siebel table containing the external organization attributes


SIEBEL External Organization X Table

S_ORG_EXT_X Siebel table containing the extra external organization attributes


SIEBEL Address Table

S_ADDR_PER Siebel table containing the address attributes


SFDC Account Object

Account Salesforce Account object






Siebel Industry Table

S_INDUST Siebel table linking industry type with Party

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Siebel Position table

S_POSTN Siebel table linking party with other party



SFDC List Of Value Object

ICS_LOV__c Salesforce object containing cross reference data



SFDC User Object

User Salesforce User Object


Object = Account



External ID Field SBL_External_ID__c Field used as the external ID in Salesforce to allow the upsert operation on the target object


Account Type LOV ‘AccountType’ Name of the list of values to be selected for the Account Type cross reference


Industry LOV ‘Industry’ Name of the list of values to be selected for the Industry cross reference


Source system ‘Siebel’ Source system to select list of values entry in the Salesforce cross reference object


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



- 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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Parameter Type







SFDC Account Object











SFDC Account Object



Object = Account



required='false'

User source filter PAR_OU_ID is not null AND INT_ORG_FLG = 'N' and ENTERPRISE_FLAG = 'N'


T_03_SBL2SFDC_Contact



- extract the information from the Siebel contact and address table


- 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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Visio template


Parameter Type




SIEBEL Contact Table

S_CONTACT Siebel table containing the contact attributes


SIEBEL Contact X Table

S_CONTACT_X Siebel table containing the extra contact attributes


SIEBEL Address Table

S_ADDR_PER Siebel table containing the address attributes


SIEBEL Address X Table

S_ADDR_PER_X Siebel table containing the extra address attributes


SFDC Contact Object

Contact Salesforce Contact object






SFDC Account Object



Object = Contact





required='false'

User filter condition

not isnull(AccountId) Last filter before the record is sent to Salesforce

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required='false'

User source filter PR_DEPT_OU_ID is not null


T_04_SBL2SFDC_Product



- extract the information from the Siebel product tables



Visio template


Parameter Type




SIEBEL Internal Product Table

S_PROD_INT Siebel table containing the Internal product attributes


SIEBEL Internal Product X Table

S_PROD_INT_X Siebel table containing the extra Internal product attributes


SFDC Product Object

Product2 Salesforce Product object


Object = Product




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T_05_SBL2SFDC_Pricebook



- extract the information from the Siebel price list tables



Visio template


Parameter Type




SIEBEL Price List Table

S_PRI_LST Siebel table containing the Price List attributes


SIEBEL Price List X Table

S_PRI_LST_X Siebel table containing the extra Price List attributes


SFDC Pricebook Object

Pricebook2 Salesforce Price book object


Object = Pricebook




T_06a_SBL2SFDC_PricebookEntryInitialization



- extract the information from the Salesforce Pricebook and Product Object


- 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


Parameter Type



Source Connection = Salesforce




SFDC Product Object



SFDC Pricebook Entry Object

PricebookEntry Salesforce Price book entry object


Object = PricebookEntry

Field Mapping Configurable This parameter allow to customize the field mapping between source field and target fields





T_06b_SBL2SFDC_PricebookEntry



- extract the information from the Siebel Price List Item tables


- 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


Parameter Type




SIEBEL Price List Item Table

S_PRI_LST_ITEM Siebel table containing the Price List Item attributes


SIEBEL Price List Item X Table

S_PRI_LST_ITEM_X Siebel table containing the extra Price List Item attributes


SFDC Price book entry Object












SFDC Product Object



Object = PricebookEntry


T_07_SBL2SFDC_UpdateExternalID



- 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




SIEBEL Opportunity Table

S_OPTY Siebel table containing the Opportunity attributes


SFDC Opportunity Object

Opportunity Salesforce opportunity Object






Object = Opportunity


T_07a_SBL2SFDC_Opportunity



- extract the information from the Siebel opportunity tables


- 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


Visio template

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Parameter Type




SIEBEL Opportunity Table

S_OPTY Siebel table containing the Opportunity attributes


SIEBEL Opportunity X Table

S_OPTY_X Siebel table containing the extra Opportunity attributes






Siebel External Organization table

S_ORG_EXT Siebel table containing the External organization attributes






Siebel Position table

S_POSTN Siebel table linking party with other party



Siebel Stage table S_STG Siebel table containing Object Stages attributes



Siebel User table S_USER Siebel table containing User attributes



SFDC Account Object

Account Salesforce account Object




Pricebook2 Salesforce price book Object

Other Parameter

Connection = SFDC User User Salesforce user Object

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s Lookup Salesforce Object




required='false'

User source filter (SUM_EFFECTIVE_DT is not null OR ACTL_CLS_DT is not null) and CURR_STG_ID is not null



Object = User


T_07b_SBL2SFDC_OpportunityLineItem



- extract the information from the Siebel revenue tables


- lookup the Salesforce Opportunity Id

- lookup the Siebel account and the corresponding Salesforce Account Id



- lookup the Salesforce Price book entry Id


Visio template

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Parameter Type




SIEBEL Revenue Table

S_REVN Siebel table containing the Revenue (Opportunity Line Item) attributes


SIEBEL Revenue X Table

S_REVN_X Siebel table containing the extra Revenue (Opportunity Line Item) attributes


SFDC Opportunity Product Object

OpportunityLineItem Salesforce Opportunity Product Object




Opportunity Salesforce Opportunity Object




Pricebook2 Salesforce Price book Object



SFDC PricebookEntry Object

PricebookEntry Salesforce Price book entry Object



SFDC Product2 Object

Product2 Salesforce Product Object




required='false'

User source filter SUMMARY_FLG='N' Optional filter to be applied directly to the source. The filter is expressed in SQL.

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Object = User


T_07c_SBL2SFDC_OpportunityContactRole



- extract the information from the Siebel Opportunity contact link table

- lookup the contact Party UID and the corresponding Salesforce contact Id


- lookup if the opportunity contact link already in Salesforce

- Load the data into Salesforce as Insert/Update

Visio template


Parameter Type




SIEBEL Opportunity Contact Table

S_OPTY_CON Siebel table containing link between contact and opportunity


SFDC Opportunity Contact Object

OpportunityContactRole

Salesforce opportunity contact object









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Siebel Opportunity table

S_OPTY Siebel table containing opportunity attributes



Siebel Contact table

S_CONTACT Siebel table containing contact attributes



SFDC Contact Object

Contact Salesforce contact object




Opportunity Salesforce opportunity object







Object = User


T_08a_SBL2SFDC_Quote



- extract the information from the Siebel quote and address tables for both billing and shipping address



- lookup the Salesforce Contact Id



Visio template

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Parameter Type




SIEBEL Address Contact Table

S_ADDR_PER Siebel table containing address attributes


SIEBEL Quote Contact Table

S_DOC_QUOTE Siebel table containing quote attributes


SIEBEL Quote X Contact Table

S_DOC_QUOTE_X Siebel table containing extra quote attributes


SFDC Quote Object

Quote Salesforce quote object




Opportunity Salesforce opportunity object




Pricebook2 Salesforce price book object




required='false'

User source filter OPTY_ID is not null Optional filter to be applied directly to the source. The filter is expressed in SQL.


Object = User


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T_08b_SBL2SFDC_QuoteLineItem



- extract the information from the Siebel quote tables


- lookup the Salesforce Quote Id



- lookup the Salesforce Pricebook entry Id


Visio template


Parameter Type




SIEBEL Quote Item Table

S_QUOTE_ITEM Siebel table containing quote item attributes


SIEBEL Quote Item X Table

S_QUOTE_ITEM_X Siebel table containing extra quote item attributes


SFDC Quote Line Item Object

QuoteLineItem Salesforce quote line item object




PricebookEntry Salesforce price book object



SFDC Product Object

Product2 Salesforce product object

Other Parameter


SFDC Quote Object

Quote Salesforce quote object

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s Lookup




QuoteLineItem Salesforce quote line item object




required='false'



Object = User


T_09_SBL2SFDC_Asset



- extract the information from the Siebel asset tables


- lookup the contact Party UID and the corresponding Salesforce Contact Id

- lookup the account Party UID and the corresponding Salesforce account Id


- lookup the Salesforce Pricebook entry Id


Visio template

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Parameter Type




SIEBEL Asset Table

S_ASSET Siebel table containing asset attributes


SIEBEL Asset X Table

S_ASSET_X Siebel table containing extra asset item attributes


SFDC Asset Object

Asset Salesforce asset object



Siebel External Organization table

S_ORG_EXT Siebel table containing external organization attributes






Siebel Contact table

S_CONTACT Siebel table containing contact attributes



SFDC Account Object

Account Salesforce account object



SFDC Product Object

Product2 Salesforce product object



SFDC Contact Object





required='false'



Object = User


From Salesforce to Siebel

T_01_SFDC2SBL_User



- extract the information from the Salesforce User Object

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- lookup the contact Party Row Id and the corresponding Siebel Contact Row Id

- lookup the user Party Row Id and the corresponding Siebel User Row Id

- lookup the business unit Row Id

- Update the Salesforce User Object to set the external Id

- Insert record in the EIM table

Visio template


Parameter Type




SFDC User Object



SFDC User Object



SIEBEL User Interface Table

EIM_USER Siebel Export/Import table for user



Siebel Business Unit table

S_BU Siebel table containing business unit



Siebel Contact Table

S_CONTACT Siebel table containing Contact attributes



Siebel Party Table S_PARTY Siebel table with common attributes for parties such as user, contact, external organization, etc.

Other Connection = Siebel User Table S_USER Siebel table containing User attributes

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Parameters Lookup

Relational Database


Object = User

Field Mapping for User Object

Configurable This parameter allow to customize the field mapping between source Salesforce field and target Salesforce fields


Object = EIM_USER

Field Mapping for EIM_USER table

Configurable This parameter allow to customize the field mapping between Salesforce field and Siebel fields


Default Organization Name

‘Default Organization'

Parameter for the default organization to be used when loading data in Siebel

T_02_SFDC2SBL_Account



- extract the information from the Salesforce Account Object

- lookup the Owner External ID in the Salesforce User Object

- Update the Salesforce Account Object to set the external Id

- Insert record in the EIM tables

Visio template

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Parameter Type




SFDC Account Object

Account Salesforce Account Object


SFDC Account Object



SIEBEL Address Interface Table

EIM_ADDR_PER Siebel Export/Import table for address


SIEBEL Account Interface Table

EIM_ACCOUNT Siebel Export/Import table for account


SIEBEL Account Interface Table

EIM_ACCNT_CUT Siebel Export/Import table for account related information



SFDC User Object






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Object = Account

Field Mapping for Account



Object = EIM_ACCOUNT

Field Mapping for EIM_ACCOUNT



Object = EIM_ACCT_CUT

Field Mapping for EIM_ACCNT_CUT




Field Mapping for EIM_ACCNT_CUT billing address link




Field Mapping for EIM_ACCNT_CUT Shipping address link



Object = EIM_ADDR_PER

Field Mapping for EIM_ADDR_PER billing address




Field Mapping for EIM_ADDR_PER shipping address







Location ‘INTERNAL’ Parameter for the Position location to be used when loading data in Siebel


Position Division ‘Siebel Administration’

Parameter for the Position division to be used when loading data in Siebel


Position Name ‘Siebel Administrator’ Parameter for the Position name to be used when loading data in Siebel


Party Type Code ‘Organization’ Default Party type code to be used for import


EIM Batch number 99 Export/Import batch numbrt


Row Merge Id Null Export/Import merge code

Other Parameter

Row status ‘FOR_IMPORT’ Export/Import row status

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s Text


Row Status Num 1 Export/Import status code

T_03_SFDC2SBL_Contact



- extract the information from the Salesforce contact Object

- lookup the Account External ID in the Salesforce Account Object

- Update the Salesforce contact Object to set the external Id

- Insert record in the EIM tables

Visio template


Parameter Type




SFDC Contact Object



SFDC Contact Object


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SIEBEL Address Interface Table

EIM_ADDR_PER Siebel Export/Import Address table


SIEBEL Contact Interface Table

EIM_Contact Siebel Export/Import contact table


SIEBEL Secondary Contact Interface Table

EIM_CONTACT1 Siebel Export/Import table for contact related attributes



SFDC User Object

User Salesforce user object






Object = Contact

Field Mapping for Contact



Object = EIM_CONTACT

Field Mapping for EIM_CONTACT



Object = EIM_CONTACT1

Field Mapping for EIM_CONTACT1




Field Mapping for EIM_ADDR_PER














EIM Batch number 99 Export/Import batch numbrt


Row Merge Id Null Export/Import merge code

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Row status ‘FOR_IMPORT’ Export/Import row status


Row Status Num 1 Export/Import status code

T_04_SFDC2SBL_Product



- extract the information from the Salesforce product Object

- Update the Salesforce contact Object to set the external Id


Visio template


Parameter Type




SFDC Product Object



SFDC Product Object



SIEBEL Internal product Interface Table

EIM_PROD_INT Siebel Export/Import internal product table


Object = Product

Field Mapping for Product


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Object = EIM_PROD_INT

Field Mapping for EIM_PROD_INT






T_05_SFDC2SBL_Pricebook



- extract the information from the Salesforce price book Object

- filter to get only non-standard price books

- Update the Salesforce price book Object to set the external Id


Visio template


Parameter Type










SIEBEL Price List Interface Table

EIM_PRI_LST Siebel Export/Import Price list table

Other Parameters Field

Object = Pricebook

Field Mapping for Pricebook

Configurable This parameter allow to customize the field mapping between source Salesforce field and target Salesforce

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Map fields


Object = EIM_PRI_LST

Field Mapping for EIM_PRI_LST






Other Parameters Expression

Pricebook filter condition

IsStandard=false Condition to filter the standard price list of Salesforce

T_06_SFDC2SBL_PricebookEntry



- extract the information from the Salesforce product, price book and price book entry Objects

- Join them together

- filter the non-standard price book

- join the information together


Visio template


Parameter Type



Source Connection = SFDC Pricebook Pricebook2 Salesforce Price book Object

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Salesforce Object



PricebookEntry Salesforce Price book Entry Object


SFDC Product Object

Product Salesforce Product Object


SIEBEL Price List Interface Table

EIM_PRI_LST Siebel Export/Import Price list table


Object = EIM_PRI_LST

Field Mapping for EIM_PRI_LST







Pricebook filter condition

IsStandard=false Condition to filter the standard price list of Salesforce

T_07a_SFDC2SBL_Opportunity



- extract the information from the Salesforce Opportunity, Account, Opportunity contact role Objects


- filter to get only the primary contact of the opportunity

- lookup the Contact External Id in the Salesforce contact object

- Update the Salesforce Opportunity Object to set the external Id


Visio template

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Parameter Type







SFDC Account Object



SFDC OpportunityContactRole Object


Salesforce Opportunity Contact Role Object




Target Connection = Relational Database

SIEBEL Opportunity Interface Table

EIM_OPTY Siebel Export/Import Opportunity table



SFDC Contact Object

Contact Salesforce contact Object



Field Mapping for Opportunity



Object = EIM_OPTY

Field Mapping for EIM_OPTY







Opportunity Contact Role filter condition

IsPrimary=true Condition to get only the primary contact of the opportunity

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T_07b_SFDC2SBL_OpportunityLineItem



- extract the information from the Salesforce Opportunity, Opportunity Line Item, Price book and Price book Entry Objects


- filter to get only the primary contact of the opportunity

- lookup the Account External Id in the Salesforce Account object

- Update the Salesforce Opportunity Line Item Object to set the external Id


Visio template


Parameter Type







SFDC Opportunity Line Item Object

OpportunityLineItem Salesforce Opportunity Line Item Object

46



PricebookEntry Salesforce Pricebook Entry Object


SFDC Product Object



SFDC Opportunity Line Item Object

OpportunityLineItem Salesforce Opportunity Line Item Object


SIEBEL Revenue Interface Table

EIM_REVN Siebel Export/Import revenue (opportunity detail) table



SFDC Account Object




Field Mapping for Opportunity Line Item



Object = EIM_REVN

Field Mapping for EIM_REVN






T_07c_SFDC2SBL_OpportunityContactRole



- extract the information from the Salesforce Opportunity, Account, Opportunity contact role Objects


- filter to get the non-primary contact of the opportunity


- Update the Salesforce Opportunity Object to set the external Id


Visio template

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Parameter Type







SFDC Account Object



SFDC OpportunityContactRole Object


Salesforce Opportunity Contact Role Object


SIEBEL Opportunity Interface Table

EIM_OPTY Siebel Export/Import Opportunity table



SFDC Contact Object

Contact Salesforce Contact Object


Object = EIM_OPTY

Field Mapping for EIM_OPTY



Opportunity Contact Role filter condition

IsPrimary=false Condition to get contact of the opportunity other than the primary










48



T_08a_SFDC2SBL_Quote



- extract the information from the Salesforce Quote, Opportunity, Price book Objects



- lookup the Account External Id in the Salesforce Account object

- lookup the cross reference for the Quote Status in the Salesforce cross reference object

- Update the Salesforce Quote Object to set the external Id


Visio template


Parameter Type



Source Connection = SFDC Opportunity Opportunity Salesforce Opportunity Object

49

Salesforce Object





SFDC Quote Object

Quote Salesforce Quote Object


SIEBEL Quote Interface Table

EIM_QUOTE Siebel Export/Import Quote table



SFDC Contact Object




SFDC Account Object




SFDC List Of Values Object

ICS_LOV__c Salesforce List of values Object


Object = Quote

Field Mapping for Quote



Object = EIM_QUOTE

Field Mapping for EIM_QUOTE





Parameter for the Position location to be used when loading data in Siebel


Quote Status LOV ‘QuoteStatus’ Name of the list of values to be selected for the Quote status cross reference


System Name ‘Siebel’ Source system to select list of values entry in the Salesforce cross reference object

T_08b_SFDC2SBL_QuoteLineItem



- extract the information from the Salesforce Quote Line Item, Quote, Opportunity, Price book Objects


- Update the Salesforce Quote Object to set the external Id


50

Visio template


Parameter Type





PricebookEntry Salesforce Price book Entry Object





SFDC Quote Object

Quote Salesforce Quote Object



QuoteLineItem Salesforce Quote Line Item Object



QuoteLineItem Salesforce Quote Line Item Object


SIEBEL Quote Line Item Interface Table

EIM_QUOTE_IT Siebel Export/Import Quote Item table


Object = QuoteLineItem

Field Mapping for Quote LineItem



Object = EIM_QUOTE_IT

Field Mapping for EIM_QUOTE_IT






51

T_09_SFDC2SBL_Asset



- extract the information from the Salesforce Asset, Account Objects



- lookup the Product External Id in the Salesforce Product object

- Update the Salesforce Asset Object to set the external Id


Visio template


Parameter Type




SFDC Account Object



SFDC Asset Object

Asset Salesforce Asset Object


SFDC Asset Object

Asset Salesforce Asset Object


SIEBEL Asset Interface Table

EIM_ASSET Siebel Export/Import Asset table



SFDC Contact Object


52



SFDC Product Object



Object = Asset

Field Mapping for Asset



Object = EIM_ASSET

Field Mapping for EIM_ASSET













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

55

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.

56

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.


Troubleshooting

Installation errors

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

Error: RR_4035 SQL Error [ FnName: Execute -- [Informatica][ODBC Oracle Wire Protocol driver][Oracle]ORA-00920: invalid relational operator]

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.

58

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

Error: Error loading row to target table [EIM_PRI_LST]. Error message [ FnName: Execute -- [Informatica][ODBC Oracle Wire Protocol driver][Oracle]ORA-00001: unique constraint (SIEBEL.EIM_PRI_LST_U1) violated]

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.


Informatica Global Customer Support

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/.

https://mysupport.informatica.com/

http://www.informatica.com/us/services-and-training/support-services/global-support-centers/

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