© 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.

Informatica Cloud Siebel-Salesforce Vibe integration package Siebel to Salesforce Opportunity 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.

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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

© 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.

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:

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

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.

Opportunity External ID Update Template

The template named T_07_SBL2SFDC_UpdateExternalID updates the opportunity which doesn’t have an external ID assigned

Data Flow

The template has the following logic integration logic:

The template is designed to:

1. extract the information from the Siebel Opportunity table

2. lookup the Opportunity Id based on the Opportunity name

3. filter to update only the opportunities that have different External ID

4. Load the data into Salesforce as Update

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Template Parameters

Parameter Name Description

Siebel Opportunity Table Siebel table containing the Opportunity attributes

SFDC Opportunity Object Salesforce opportunity Object

SFDC Opportunity Object Salesforce opportunity Object

External ID Field used as the external ID in Salesforce to allow the upsert operation on the target object. Default value is InfaCS__SBL_External_ID__c

Opportunity Object Field Mapping This parameter allow to customize the field mapping between Siebel field and Salesforce fields

Opportunity Template

The template named T_07a_SBL2SFDC_Opportunity loads the Siebel opportunity information in the opportunity 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 opportunity tables

2. join them together

3. lookup the owner Party UID and the corresponding Salesforce User Id

4. lookup the Siebel account and the corresponding Salesforce Account Id

5. lookup the Salesforce Price book Id

6. lookup the Siebel Stage value

7. Load the data into Salesforce as Upsert

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Template parameters

Parameter Name Description

Siebel Opportunity Table Siebel table containing the Opportunity attributes

Siebel Opportunity X Table Siebel table containing the extra Opportunity attributes

SFDC Opportunity Object Salesforce opportunity Object

Siebel External Organization table

Siebel table containing the External organization attributes

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

Siebel Position table Siebel table linking party with other party

Siebel Stage table Siebel table containing Object Stages attributes

Siebel User table Siebel table containing User attributes

SFDC Account Object Salesforce account Object

SFDC Pricebook Object Salesforce price book Object

SFDC User Object Salesforce user 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.

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

Opportunity Line Item Template

The template named T_07b_SBL2SFDC_OpportunityLineItem loads the Siebel Opportunity Line item information in salesforce

Data Flow

The template has the following logic integration logic:

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The template is designed to:

1. lookup the Salesforce Opportunity Id

2. lookup the Siebel account and the corresponding Salesforce Account Id

3. lookup the Salesforce Price book Id

4. lookup the Salesforce Product Id

5. lookup the Salesforce Price book entry Id

6. Load the data into Salesforce as Upsert

Template parameters

Parameter Name Description

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

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

SFDC Opportunity Product Object Salesforce Opportunity Product Object

SFDC Opportunity Object Salesforce Opportunity Object

SFDC Pricebook Object Salesforce Price book Object

SFDC Pricebook Entry Object Salesforce Price book entry Object

SFDC Product Object Salesforce Product Object

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Parameter Name Description

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.

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

Opportunity Contact Role Template

The template named T_07c_SBL2SFDC_OpportunityContactRole loads the contact role for opportunity in salesforce.

Data Flow

The template has the following logic integration logic:

The template is designed to:

1. extract the information from the Siebel Opportunity contact link table

2. lookup the contact Party UID and the corresponding Salesforce contact Id

3. lookup the Salesforce Opportunity Id

4. lookup if the opportunity contact link already in Salesforce

5. Load the data into Salesforce as Insert/Update

Template Parameters

Parameter Name Description

Siebel Opportunity Contact Table Siebel table containing link between contact and opportunity

SFDC Opportunity Contact Object Salesforce opportunity contact object

SFDC Opportunity Contact Object Salesforce opportunity contact object

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

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Parameter Name Description

Siebel Opportunity table Siebel table containing opportunity attributes

Siebel Contact table Siebel table containing contact attributes

SFDC Contact Object Salesforce contact object

SFDC Opportunity Object Salesforce opportunity object

SFDC Opportunity Contact Object Salesforce opportunity contact object

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

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

© 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.

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 Opportunity 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 API Object Name Field Name API Field Name Data Type

Opportunity Opportunity Siebel ID InfaCS__SBL_External_ID__c Text(30) (External ID)

Opportunity Opportunity Siebel Position InfaCS__SBL_Postn__c Lookup(Siebel

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Object Name API Object Name Field Name API Field Name Data Type

Position)

Opportunity Product

OpportunityLineItem Siebel ID InfaCS__SBL_External_ID__c Text(30) (External ID)

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.

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 “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)

Informatica Cloud Service LOV

ICS_LOV__c SFDC Value SFDC_Value__c Text(255)

Informatica Cloud Service LOV

ICS_LOV__c Source System

Src_System__c Text(50)

Informatica Cloud Service LOV

ICS_LOV__c Source System Value

Src_Value__c Text(255)

Siebel Position

InfaCS__SBL_Postn__c Siebel External ID

InfaCS__SBL_External_ID__c Text(30) (External ID)

Siebel Position

InfaCS__SBL_Postn__c Siebel Position Division

InfaCS__SBL_Postn_Divn__c Text(50)

Siebel Position

InfaCS__SBL_Postn__c Siebel Position Location

InfaCS__SBL_Postn_Loc__c Text(50)

Siebel Position

InfaCS__SBL_Postn__c Siebel Position Organization

InfaCS__SBL_Postn_Org__c Text(50)

Import reference data

Once the custom object is created, the default cross reference data should be loaded in it.

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, under “Data Management”, click on “Import Custom Objects”

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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.

10. Finally click on “Import!”

© 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.

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 Depends On

User, Account, Contact

DI_SBL2SFDC_Account

Product, Price book

DI_SBL2SFDC_Product

Opportunity DI_SBL2SFDC_Opportunity 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