Salesforce and Application Integration > Running a Guide within a Salesforce Organization > Running a Guide within a Salesforce Organization Overview
  

Running a Guide within a Salesforce Organization Overview

To run a guide from within your Salesforce organization, create a guide in Application Integration and select a Salesforce object in the Start > Applies To property. You can open guides in Community Sites that are enabled with Salesforce enhanced domain.
Before you run a guide in Salesforce, you need to perform some tasks to prepare your organization.
Note: If you have migrated to the Informatica Intelligent Cloud Services℠, log in to Salesforce and verify that your guides are visible on the relevant Salesforce object pages. If you do not see your guides, log out of Salesforce, clear the browser cache, and then log in to Salesforce.

Step 1: Install the Salesforce Managed Package

Log in to Salesforce and install the Informatica Cloud Real Time for Salesforce package. The managed package connects your Informatica Intelligent Cloud Services and Salesforce accounts.
For information on how to install the managed package, see Installing the Salesforce Managed Package.

Step 2: Create a Salesforce Connection

Log in to Application Integration, and create and publish a Salesforce connection in the organization in which you have installed the managed package.
If your guide applies to a Salesforce object and you want to run the guide from Salesforce, ensure that the Salesforce connection associated with the guide has the unique name as Salesforce. To view the unique name, right-click the connection and select Properties Detail.
The following image shows the unique name for the connection:
The image shows the unique name for the connection.
Informatica recommends that you have a single Salesforce connection with the unique name Salesforce in the organization.
Note: Do not use the connection with the unique name Salesforce within a process that contains other Salesforce connections. Create a new connection with a different name, if needed.
For information about creating a Salesforce connection, see the Salesforce Connector Guide in the Connectors section of the online help.

Step 3: Create and Publish a Guide

Log in to Application Integration and create a new guide.
If you want to run a guide from Salesforce, the guide must be associated with a Salesforce object.
  1. 1In the properties section of the Start step, you must set the Start > Applies to property to a Salesforce object.
  2. 2Save and publish the guide.
Note: If you set the property to Home, the guide appears on your Salesforce Home page.
The following image shows a guide that applies to the Salesforce Contact object:
This image depicts the Start Properties section of a fuide. The guide applies to the Contact Salesforce object.

Step 4: Set Up Salesforce to View Guides

To set up the Salesforce page of an object to view related guides, create a section in the home page of the Salesforce object and then add guides to the section.
    1Log in to your Salesforce account.
    2Click All Tabs and then select the object that you specified when creating a guide.
    The object's Home page appears.
    This image shows the Home page of the Contact Salesforce object. One contact is visible under the Recent Contacts list.
    3Select the item for which you want to see Application Integration guides.
    The item details page appears.
    This image shows the details of the contact John Snow.
    4Click Edit Layout.
    The Layout page appears.
    This image shows the Contact Layout page. Fields is highlighted and you have the option to add either a Section or a Blank Space.
    5Drag a Fields > Section onto the page layout area below.
    The Section Properties dialog box appears.
    This image shows the Section Properties dialog box. The Section Name is Guides.
    .
    6In the Section Name field, enter Guides and then click OK.
    A section called Guides appears in the page layout of the object.
    This image shows the Guides section in the page layout.
    7From the top of the page, select Visualforce Pages and then select a guide.
    This image shows the Contact Layout page. Visualforce Pages is selected and you have the option to add sections or guides.
    8Drag the guide on to the Guides section of the page.
    This image shows the Guides section of the Contact layout page with the Contact Sales Guide added.
    All published guides that apply to this Salesforce object appear as links here. Click a link to run the guide.