Informatica Cloud Siebel-Salesforce Vibe integration package Siebel to Salesforce Product Bundle

Informatica Cloud Siebel-Salesforce
Vibe integration package
Siebel to Salesforce Product Bundle
User Guide
© 2014 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means
(electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. All other company and
product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such
owners.
Introduction
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 focuses on ‘Opportunity-to-Sales Order’ integration scenario.
The VIP delivers configurable integration templates between Siebel and Salesforce vanilla objects, accelerating
the deployment of application integration projects. The VIP is composed by different bundles. Each of these
bundles contains multiple one or more templates.
Below is the detail of the synchronization process:
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.
© 2014 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means
(electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. All other company and
product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such
owners.
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. The templates can 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 bundles contained in the solution are dependent. To synchronize Opportunities, Account and Product bundles
should be installed and configured first. See appendix
3
Bundle Contents
The Siebel to Salesforce VIP provide a set of integration templates to allow a quick start on moving data from on
premise Siebel application to Salesforce.
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:

Siebel to Salesforce - 04 – Product: Create or Update Salesforce Product2 object with S_PROD_INT Table
from Siebel Database

Siebel to Salesforce - 05 – Pricebook: Create or Update Salesforce Pricebook object with S_PRI_LST Table
from Siebel Database

Siebel to Salesforce - 06a - Pricebook Entry Initialization: Initialize the Salesforce Pricebook Entry object
with Standard Pricebook and Products loaded in Salesforce

Siebel to Salesforce - 06b - Pricebook Entry: Create or Update Salesforce Pricebook Entry object with
S_PRI_LST_ITEM Table from Siebel Database
For more information about mapplets, integration templates, or other Informatica Cloud functionality, see the
Informatica Cloud User Guide or online help.
Reference data file
The reference data file Siebel2SFDC_XRef.csv contains the cross reference between the list of values used in
Siebel and the list of values in Salesforce. It is a simple file containing the source system name, list of value name,
source system value and target system value for each list of value.
Product Template
The template named T_04_SBL2SFDC_Product loads the Siebel product information in the Product object in
salesforce
Data Flow
The template has the following logic integration logic:
The template is designed to:
1.
extract the information from the Siebel product tables
2.
join them together
3.
Load the data into Salesforce as Upsert
© 2014 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means
(electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. All other company and
product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such
owners.
Template Parameters
Parameter Name
Description
Siebel Product Table
Siebel table containing the Internal product attributes
Siebel Product Extension Table
Siebel table containing the extra Internal product attributes
SFDC Product Object
Salesforce Product object
Product Object Field Mapping
This parameter allow to customize the field mapping between Siebel
field and Salesforce fields
User Source Filter
Optional filter to be applied directly to the source. The filter is
expressed in SQL. This filter is applied on $S_PROD_INT $
External ID
Field used as the external ID in Salesforce to allow the upsert
operation on the target object
Pricebook Template
The template named T_05_SBL2SFDC_Pricebook loads the Siebel Price lists information in the pricebook object
in salesforce
Data Flow
The template has the following logic integration logic:
The template is designed to:
1.
extract the information from the Siebel price list tables
2.
join them together
3.
Load the data into Salesforce as Upsert
5
Template parameters
Parameter Name
Description
SIEBEL Price List Table
Siebel table containing the Price List attributes
SIEBEL Price List X Table
Siebel table containing the extra Price List attributes
SFDC Pricebook Object
Salesforce Price book object
External ID
Field used as the external ID in Salesforce to allow the upsert operation on
the target object
User Source Filter
Optional filter to be applied directly to the source. The filter is expressed in
SQL. This filter is applied on $S_PRI_LST$
Pricebook Object Field
Mapping
This parameter allow to customize the field mapping between Siebel field
and Salesforce fields
Pricebook Entry Initialization Template
The template named T_06a_SBL2SFDC_ProcebookEntryInitialization creates one entry for each product in the
standard Price book.
Data Flow
The template has the following logic integration logic:
The template is designed to:
1.
extract the information from the Salesforce Pricebook and Product Object
2.
join them together
3.
lookup if an entry already exist in the Price book Entry Object
4.
Load the data into Salesforce as Update/Insert
6
Template parameters
Parameter Name
Description
SFDC Pricebook Object
Salesforce Price book object
SFDC Product Object
Salesforce Product object
SFDC Pricebook Entry Object
Salesforce Price book entry object
Pricebook Entry Object Field Mapping
This parameter allow to customize the field mapping between source
field and target fields
SFDC Pricebook Entry Object
Salesforce Price book entry object
Pricebook Entry Template
The template named T_06b_SBL2SFDC_PricebookEntry loads the Price List Items from Siebel in the salesforce
Price book Entry object.
Data Flow
The template has the following logic integration logic:
The template is designed to:
1.
extract the information from the Siebel Price List Item tables
2.
join them together
3.
lookup the Salesforce Product Id
4.
lookup the Salesforce Pricebook Id
5.
lookup if the Pricebook entry already exists
6.
Load the data into Salesforce as Update/Insert
Template Parameters
Parameter Name
Description
7
Parameter Name
Description
Siebel Price List Item Table
Siebel table containing the Price List Item attributes
Siebel Price List Item X Table
Siebel table containing the extra Price List Item attributes
SFDC Pricebook Entry Object
Salesforce Price book entry object
SFDC Pricebook Object
Salesforce Price book object
SFDC Product Object
Salesforce Product object
External ID
Field used as the external ID in Salesforce to allow the upsert
operation on the target object
User Source Filter
Optional filter to be applied directly to the source. The filter is
expressed in SQL. This filter is applied on $S_PRI_LST_ITEM$
Pricebook Entry Field Mapping
This parameter allow to customize the field mapping between
Siebel field and Salesforce fields
8
Installation
The use of this bundle will consist on the following multiple steps

Activate the bundle using the Informatica Marketplace

Apply required customization to the salesforce application

Create and customize the integration processes


Create mapping configuration and customize the field mappings: add or remove field
mappings between Siebel tables and Salesforce Objects to complete the data mapping for
your organization
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.
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
Install the bundle
The Siebel to Salesforce Product bundle appears as an available bundle in your organization. To view and install
the bundle in your organization: click Administration > Available Bundles.
After you install the bundle, you can use the integration templates in the bundle.
After you install
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
Product
API Object
Name
Product2
Field Name
API Field Name
Data Type
Siebel ID
InfaCS__SBL_External_ID__c
Text(30)
(External ID)
© 2014 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means
(electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. All other company and
product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such
owners.
Object Name
Price Book
API Object
Name
Pricebook2
Field Name
API Field Name
Data Type
Siebel ID
InfaCS__SBL_External_ID__c
Text(30)
(External ID)
10
Informatica Resources
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/.
Appendix A: Bundle dependencies
The following type lists the dependencies between the bundles:
Salesforce object
Bundle Name
User, Account,
Contact
DI_SBL2SFDC_Account
Product, Price
book
DI_SBL2SFDC_Product
Opportunity
DI_SBL2SFDC_Opportunity
Depends On
DI_SBL2SFDC_Account
DI_SBL2SFDC_Product
Quote
DI_SBL2SFDC_Quote
DI_SBL2SFDC_Opportunity
Asset
DI_SBL2SFDC_Asset
DI_SBL2SFDC_Account
DI_SBL2SFDC_Product
Activity
DI_SBL2SFDC_Activity
DI_SBL2SFDC_Opportunity
DI_SBL2SFDC_Quote
DI_SBL2SFDC_Asset
© 2014 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means
(electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. All other company and
product names may be trade names or trademarks of their respective owners and/or copyrighted materials of such
owners.