Before you install the Salesforce managed package, make sure that your organization meets the following prerequisites:
•Your organization uses the Unlimited, Enterprise, Professional, or Developer edition of Salesforce.
However, when you use the trial version which is the Professional edition of Salesforce, you might not be able to configure the managed package or connect to Salesforce. This happens because the API Enabled option is not available for the trial organizations. Informatica recommends that you use the Unlimited, Enterprise, or Developer edition of Salesforce.
•Salesforce APIs are enabled.
•You have administrative rights in the Salesforce organization where you want to install the managed package.
1Depending on your business need, log in to your production or sandbox Salesforce developer account.
2Enter your Salesforce developer account user credentials.
On the Install Informatica Cloud Real Time for Salesforce page, select one of the following options:
- Install for Admins Only. Select this option to allow only admin users in Salesforce to run guides.
- Install for All Users. Select this option to allow all users in Salesforce to run guides on the objects they work with. Most organizations grant access to all users.
- Install for Specific Profiles. Select this option to configure custom security settings.
3Optionally, click View Components to see detailed components of the managed package.
4Click Install.
5Click Done after the install is complete.
If the installation takes a long time, a message appears stating that you will receive an email when the installation is complete. Click Done.
The Installed Packages page appears with the managed package under Installed Packages.
6Click All Tabs at the top of the page.
7On the All Tabs page, click Guide Setup.
8On the Registration Verification page, enter the Informatica Cloud Real Time Host URL.
To construct the Informatica Cloud Real Time Host URL, you will need the following values:
Cloud Application Integration URL
Log in to Informatica Intelligent Cloud Services℠ and select the Application Integration service. The URL portion that is highlighted in the following image is your Cloud Application Integration URL:
POD-specific Cloud Application URL
Use the POD-specific Cloud Application URL for Salesforce instead of the Cloud Application Integration URL. Otherwise, when you access Application Integration and the Salesforce organization linked to Application Integration simultaneously on two different browser tabs, you might encounter issues while publishing Application Integration assets.
Determine your POD-specific Cloud Application URL for Salesforce based on your POD and Cloud Application Integration URL. The following table lists the POD-specific Cloud Application URL for Salesforce that is applicable for various PODs and Cloud Application Integration URLs:
To view your Informatica Organization ID, log in to Informatica Intelligent Cloud Services and copy the Organization ID from Organization list shown in the following image:
Alternatively, you can select the Administrator service and then click Organization. Copy the Informatica Organization ID displayed in the ID field as shown in the following image:
Construct the Informatica Cloud Application Integration Host URL by using the following format:
<POD-specific Cloud Application URL for Salesforce>,<Informatica Organization ID>
Enter the URL in the ICAI Host URL field.
For example, enter https://na1.sfdc-ai.dm-us.informaticacloud.com,5p2CFQ2gzDsdkV1rghsBGw as shown in the following image:
9Click Verify.
The Informatica Cloud Services Authorization page appears.
10Enter your Informatica Intelligent Cloud Services administrator credentials and then click Log In.
A confirmation message appears as shown in the following image stating that your Salesforce organization has been configured: