Salesforce Connector for Informatica

Introduction

JSON / REST API is becoming more and more popular each day as everyone embrace cloud-centric services. This article is primarily focused on Informatica users who want to access Salesforce data or may be other API Integration in Informatica. However many tips and techniques described in this article will help you to understand how to integrate Salesforce / XML SOAP / JSON / REST API in other ETL / Reporting apps such as Tableau, Power BI, SSRS, Talend, Excel and many more.

After going through this article you will learn how to Read Salesforce / JSON / REST API data in Informatica and understand the concept of JSON / REST API. We will go through many screenshots and step-by-step examples to demonstrate  Salesforce or REST API integration in Informatica PowerCenter.

XML / JSON can come from a local file or REST API service (internal or public) so we will include both examples in this article (i.e. Read JSON files in Informatica,  Import REST API in Informatica). So let’s get started. Next article will focus on how to write data to API in Informatica (POST / PUT data)

Requirements

This article assumes that you have full filled following basic requirements.

1. Download Install ZappySys ODBC PowerPack (API Driver for Salesforce included)
2. Install Informatica PowerCenter Client Tools (e.g. Workflow and Mapping Designers)
3. Access to a Relational database such as SQL Server (or use any of your choice e.g. Oracle, MySQL, DB2 ). If nothing available then you can use flat file target.

High level Steps for Import Salesforce data using Informatica (Read Salesforce API data)

Before we dive deep to learn how to load Salesforce data in Informatica (i.e. Salesforce to SQL Table), Here the summary of high-level steps you need to perform to import Salesforce in Informatica (same steps for Import JSON / XML / REST API).

1. Download and Install ZappySys API Driver (for connecting to Salesforce)
2. Create ODBC DSN using ZappySys API driver and choose Salesforce Connector during Wizard
3. Create Relational > ODBC Connection in Informatica Workflow designer (Point to DSN we created in the previous step)
4. Import Salesforce Source Definition in the Informatica Mapping Designer > Sources Tab
5. Import Target Table Definition in the Informatica Mapping Designer > Targets Tab
6. Create source to target mapping in Mappings tab
7. Save mapping (name m_API_to_SQL_Load )
8. Create Session using the mapping we created in the previous step
9. Save Workflow and execute to load Salesforce data into SQL Table. Verify your data and log.
   

   Loading Salesforce data to SQL Table in Informatica (Import REST API or JSON Files)

Video Tutorial – Read any API / JSON data in Informatica (Load Salesforce to SQL Table)

Getting Started – Import Salesforce to SQL Server in Informatica

Now let’s get started. For example purpose, we will read data from Salesforce and load data into SQL Server Table using Informatica Workflow.

Create ODBC Data Source (DSN) based on ZappySys Salesforce Driver

Step-by-step instructions

To get data from Salesforce using Informatica we first need to create a DSN (Data Source) which will access data from Salesforce. We will later be able to read data using Informatica. Perform these steps:

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

3. Create a User Data Source (User DSN) based on ZappySys Salesforce Driver

   ZappySys Salesforce Driver

   
   You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.

4. Now, we need SalesForce Connection. Lets create it.

5. Now, When you see DSN Config Editor with zappysys logo first thing you need to do is change default DSN Name at the top and Click on Preview Tab, Select Table from Tables Dropdown or you can enter or modify a SOQL query and click on Preview Data.
   This example shows how to write simple SOQL query (Salesforce Object Query Language). It uses WHERE clause. For more SOQL Queries click here.
   SOQL is similar to database SQL query language but much simpler and many features you use in database query may not be supported in SOQL (Such as JOIN clause not supported). But you can use following Queries for Insert, Update, Delete and Upsert(Update or Insert record if not found).

   SELECT * FROM Account WHERE Name like '%Oil%'
   

6. Click OK to finish creating the data source

Video instructions

Create Connection in Informatica Workflow Designer

Once you create DSN using API Driver our next step is to define a connection for Salesforce source in Informatica PowerCenter Workflow designer.

1. Open Workflow designer [W] icon
2. Goto Connections > Relational
   

   Create a new connection for Salesforce in Informatica

3. Click New and select ODBC
   

   Select ODBC connection type in Informatica (Using ZappySys API ODBC DSN)

4. Now on the ODBC connection setup enter connection name, some fake userid / password (this is a required field but its ignored by JSON Driver)
5. In the Connection String field enter the exact same name of DSN (Open ODBC Data Sources UI to confirm)
   

   Configure Salesforce connection in Informatica for REST API – Using ZappySys API Driver

6. Click OK to close the connection properties.

That’s it. Now we ready to move to next step (define source and target in Mapping Designer).

Import Salesforce Source Definition in Informatica Mapping Designer

Now let’s look at steps to import Salesforce table definition.

1. Open Informatica Mapping Designer (Click [D] icon)
2. Click on Source Icon to switch to Sources designer
3. From the top menu > Click on Sources > Import from Database …
   

   Import Salesforce Source definition in Informatica Mapping Designer (JSON file or REST API)

4. Select ODBC data source from the dropdown (Find out DSN we created earlier to use as JSON Source)
5. Click Connect button to get a list of tables. Any array node is listed as a table. Also, you will see array node with parent columns (e.g. value_with_parent). You may get some warning like below but they are harmless so just ignore by clicking OK.
   
   DLL name entry missing from C:\Informatica\PowerCenter8.6.1\client\bin\powrmart.ini Section = ODBCDLL Entry = ZappySys JSON Driver
   —————————————————-
   Using EXTODBC.DLL to support ZappySys JSON Driver. For native support of ZappySys JSON Driver make an entry in the .ini file.
   

   Select Salesforce Source Table in Informatica Mapping Designer (JSON file or REST API)

6. Select Table you wish to get (You can filter rows by custom SQL query. We will see later in this article how to do)
7. Optionally once table structure is imported you can rename it
   

   Rename imported table definition in Informatica Source Designer

8. That’s it, we are now ready to perform similar steps to import Target table structure in the next section.

Import SQL Server Target Definition in Informatica Mapping Designer

Now let’s look at steps to import Target table definition (very similar to the previous section, the only difference is this time we will select DSN which points to SQL Server or any other Target Server).