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
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:
Salesforce to Siebel - 07a – Opportunity: Insert Siebel EIM_OPTY Table with Opportunity Object from Salesforce
Salesforce to Siebel - 07b - Opportunity Line Item: Insert Siebel EIM_REVN Table with OpportunityLineItem Object from Salesforce
Salesforce to Siebel - 07c - Opportunity Contact Role: Insert Siebel EIM_OPTY Table with OpportunityContactRole Object from Salesforce
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.
EIM Configuration file
The package contains sample configuration files to be used as reference for EIM batch import jobs in Siebel.
- IMP_Opportunity.ifb to import Opportunity data in Siebel
- IMP_OpportunityLineItem.ifb to import Opportunity Line Item data in Siebel
- IMP_OpportunityContactRole.ifb to import Opportunity Contact data in Siebel
Opportunity Template
The template named T_07a_SFDC2SBL_Opportunity loads the Salesforce Opportunity in the EIM_OPTY table.
Data Flow
The template has the following logic integration logic:
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The template is designed to:
1. extract the information from the Salesforce Opportunity, Account, Opportunity contact role Objects
2. Join them together
3. filter to get only the primary contact of the opportunity
4. lookup the Contact External Id in the Salesforce contact object
5. Update the Salesforce Opportunity Object to set the external Id
6. Insert record in the EIM table
Template Parameters
Parameter Name Description
SFDC Opportunity Object Salesforce Opportunity Object. Default value is Opportunity
SFDC Account Object Salesforce Account Object. Default value is Account
SFDC OpportunityContactRole Object
Salesforce Opportunity Contact Role Object. Default value is OpportunityContactRole
SFDC Opportunity Object Salesforce Opportunity Object. Default value is Opportunity
SIEBEL Opportunity Interface Table Siebel Export/Import Opportunity table. Default value is EIM_OPTY
SFDC Contact Object Salesforce contact Object. Default value is S_CONTACT
Field Mapping for Opportunity This parameter allow to customize the field mapping between source Salesforce field and target Salesforce fields
Field Mapping for EIM_OPTY This parameter allow to customize the field mapping between Salesforce field and Siebel fields
Default Organization Name Parameter for the default organization to be used when loading data in Siebel. Default value is Default Organization
Opportunity Contact Role filter condition
Condition to get only the primary contact of the opportunity. Default value is LastModifedDate > $LastRunTime$
Location Parameter for the Position location to be used when loading data in Siebel. Default value is INTERNAL
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Parameter Name Description
Position Division Parameter for the Position division to be used when loading data in Siebel. Default value is Siebel Administration
Position Name Parameter for the Position name to be used when loading data in Siebel. Default value is Siebel Administrator
Opportunity Line Item Template
The template named T_07b_SFDC2SBL_OpportunityLineItem loads the salesforce Opportunity Line Item to the table EIM_REVN
Data Flow
The template has the following logic integration logic:
The template is designed to:
1. extract the information from the Salesforce Opportunity, Opportunity Line Item, Price book and Price book Entry Objects
2. Join them together
3. filter to get only the primary contact of the opportunity
4. lookup the Account External Id in the Salesforce Account object
5. Update the Salesforce Opportunity Line Item Object to set the external Id
6. Insert record in the EIM table
Template parameters
Parameter Name Description
SFDC Opportunity Object Salesforce Opportunity Object. Default value is Opportunity
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Parameter Name Description
SFDC Opportunity Line Item Object Salesforce Opportunity Line Item Object. Default value is OpportunityLineItem
SFDC Pricebook Entry Object Salesforce Pricebook Entry Object. Default value is PricebookEntry
SFDC Product Object Salesforce Product Object. Default value is Product2
SFDC Opportunity Line Item Object Salesforce Opportunity Line Item Object. Default value is OpportunityLineItem
SIEBEL Revenue Interface Table Siebel Export/Import revenue (opportunity detail) table. Default value is EIM_REVN
SFDC Account Object Salesforce Account Object. Default value is Account
Field Mapping for Opportunity Line Item
This parameter allow to customize the field mapping between source Salesforce field and target Salesforce fields
Field Mapping for EIM_REVN This parameter allow to customize the field mapping between Salesforce field and Siebel fields
Default Organization Name Parameter for the default organization to be used when loading data in Siebel. Default value is Default Organization
Opportunity Contact Role Template
The template named T_07c_SFDC2SBL_OpportunityContactRole loads the Salesforce Opportunity-contact association entries to the table EIM_OPTY
Data Flow
The template has the following logic integration logic:
The template is designed to:
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1. extract the information from the Salesforce Opportunity, Account, Opportunity contact role Objects
2. Join them together
3. filter to get the non-primary contact of the opportunity
4. lookup the Contact External Id in the Salesforce contact object
5. Update the Salesforce Opportunity Object to set the external Id
6. Insert record in the EIM table
Template parameters
Parameter Name Description
SFDC Opportunity Object Salesforce Opportunity Object. Default value is Opportunity
SFDC Account Object Salesforce Account Object. Default value is Account
SFDC OpportunityContactRole Object
Salesforce Opportunity Contact Role Object. Default value is Opportunity Contact Role
SIEBEL Opportunity Interface Table Siebel Export/Import Opportunity table. Default value is EIM_OPTY
SFDC Contact Object Salesforce Contact Object. Default value is Contact
Field Mapping for EIM_OPTY This parameter allow to customize the field mapping between Salesforce field and Siebel fields
Opportunity Contact Role filter condition
Condition to get contact of the opportunity other than the primary. Default value is LastModifiedDate > $LastRunTime$
Default Organization Name Parameter for the default organization to be used when loading data in Siebel. Default value is Default Organization
Location Parameter for the Position location to be used when loading data in Siebel. Default value is INTERNAL
Position Division Parameter for the Position division to be used when loading data in Siebel. Default value is Siebel Administration
Position Name Parameter for the Position name to be used when loading data in Siebel. Default value is Siebel Administrator
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 Salesforce to Siebel 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)
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Object Name API Object Name Field Name API Field Name Data Type
Opportunity Opportunity Siebel Position
InfaCS__SBL_Postn__c Lookup(Siebel 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
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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”
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.
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:
