8-labguide.pdf

8/10/2019 8-LabGuide.pdf

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Informatica Cloud Services On-Demand Training 1

Informatica

Cloud ServicesOn-Demand Training

Module 8 Lab Exercises


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2 Informatica Cloud Services On-Demand Training

Module 8 Lab 1: Creating a Task with a Multi-Object

SourceScenario:

In this lab, you will extract product and pricing information from Salesforce into

a CSV file. Because this information is stored in multiple objects

(PricebookEntry, Product2, and Pricebook2), you will need to use a Multiple

Object source type.

Goals:

In this lab, you will practice using a multiple object source type in a data

synchronization task.

Duration:

This lab should take approximately 15 minutes.

Instructions1. Copy the target file.

Copy the file, Products.csv(included in the zip file) to the c:\ICSLabFiles

directory you created for this class.

2. Create a new data synchronization task.1) Name the task Mul t i pl eObj ect .2) Select Insert from the Operation list.

3. Specify the source.1) Select SFDCDeveloper from the Connectionlist.2) Select Multiplein the Source Objectfield.

Click Addin the Source Objectlist


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The Add Objectwindow is displayed.

3) Select PricebookEntryfrom the Source Objectlist.4) Click OK.

5) Click on PricebookEntryand repeat the steps above to add thePricebook2object.

6) Click on PricebookEntryand repeat the steps above to add the Product2object.

4. Specify the target.1) Select LoalSCVFilesfrom the Connectionlist.2) Select Products.csvfrom the Target Objectlist.3) Click Next.


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5. Map fields.Note that you can use the Sourcelist to view fields in one source object at a

time:

1) Map the following fields:

Source Object Name Source Field Name Target Field Name

PricebookEntry IsActive IsActive

PricebookEntry ProductCode ProductCode

PricebookEntry UnitPrice UnitPrice

Pricebook2 Name2 PriceBookName

Product2 Description2 ProductDescProduct2 Id3 ProductId

Product2 Name3 ProductName

2) Validate the mapping.

6. Save and run the task.1) Save the task.2) Run the task.

The task should return some number of success rows.

Note that the number of success rows will depend on your Salesforce org.

If you dont get any success rows, it may be because there are no products

in your Salesforce org. You can try adding products and running the task

again.7. Analyze the results.

1) Go to the c:\ICSLabFiles directory you created at the beginning of thisclass.

2) Open the Products.csvfile.3) Examine the contents of the file it should contain your product data from

Salesforce.


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Module 8 Lab 2: Associating Contacts to Accountsusing a Lookup

Scenario:

You will import contacts from a flat file into Salesforce. Unlike in a previous lab,

the source data does not contain a foreign key column that links the contact to the

account. In this case, you will need to perform a lookup in Salesforce, using the

account name. The lookup will return the Salesforce ID for the matching account.

Goals:

In this lab, you will practice using a lookup in a data synchronization task.

Duration:


Instructions1. Copy the source file.

Copy the file, SF_CONTACT2.csv(included in the zip file) to the

c:\ICSLabFilesdirectory you created for this class.

2. Create a new data synchronization task.1) Name the task Lookup.2) Select Task Operation: Upsert.

3. Specify the source.1) Select LocalCSVFilesfor the Connection.2) Select SF_CONTACT2.csvfor the Source Object.

4. Specify the target.

1) Select SFDC Developerfor the Connection.2) Select Contactfor the Target Object.

5. Specify Field Mappings.Map the following fields:

Source Field Target Field

BillingSystemId External_ID_c

Mailing_zip MailingPostalCode

Mobile MobilePhone

6. Add a Lookup condition.1) Click the Add or edit lookupicon on the target field, AccountId:


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The Field Lookupwindow is displayed.

2) Select SFDCDeveloper from the Connectionlist.3) Select Accountfrom the Objectlist.4) Specify the following lookup field:

Source Field: Account_Name- > Lookup Field: Name

5) In the Lookup Return Valuesection, select Idfrom the Output Fieldlist.

6) Click OK.7) Check to see if any other field mappings need to be updated.8) Validate the mapping.

7. Save and run the task.1) Save the task.2) Run the task.

The task should return 12 success rows.

8. Analyze the results.1) Go to the C:\ICSLabFiles directory.2) Open the Contacts2.csv file.3) Note one of the contacts in this file.4) Search for the contact in Salesforce.


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Verify that the contact is related to the right account.

5) View that account.Does the account have the related contacts?

Module 8 Lab 3 (BONUS): Looking up State using ZipCode

Scenario:

You will use a lookup file to correct some inaccurate or missing data in your

source file. In this case, you know that some of the State fields are blank in your

data, but all of the Zip Code fields are completed correctly. You want to use the

zip code to look up the correct state, then insert the state when inserting that

record into the target.

Goals:

In this lab, you will practice using a lookup in a data synchronization task.

Duration:


Instructions1. Copy the source file.

Copy the file, zip_codes.csv(included in the zip file) to the c:\ICSLabFiles

directory you created for this class.

2. View data in Salesforce.1) Log into Salesforce.2) Search for Tyco.3) Examine the Billing Address field.

Note that the state is listed as AA.

3. Copy the data synchronization task.1) Locate the UpsertAccountsbyExternalIDtask and copy it.2) Rename the task to Upser t Account s_ Zi pLookup.

4. Add a lookup condition.1) Go to step 5 of the wizard.2) Remove the field mapping for the target field, BillingState.3) Add a lookup condition to this field.

Note that the Lookup Connection should be LocalCSVFilesand the

Object should be zip_codes.csv.

If you need assistance configuring the lookup properties, there is a screen

shot at the end of this lab.

5. Save and run the task.1) Validate the mapping.2) Save the mapping.3) Run the task.

The task should return 11 success rows.

6. Verify results.


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1) Log into Salesforce.2) Search for Tyco.3) Examine the Billing Address field.

The state should now be listed as PA.

If you need assistance creating the lookup, a screen shot is below:

8-labguide.pdf

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