Customer 360 for Life Sciences > Configuring Customer 360 for source system integration > Configuring Customer 360 to process data from Salesforce
  

Configuring Customer 360 to process data from Salesforce

Configure Customer 360 to integrate Salesforce and Customer 360 and process the Salesforce records in Customer 360. You can process Salesforce records in batches or in real time. Import the assets into Customer 360 to ingress data from and egress data to Salesforce. You can configure the extension manually, or you can use guided assistance.
Note: Before you import the assets related to Salesforce, ensure that you import the data model related to the extension, the predefined custom pages, and the source system.
To configure Customer 360, perform the following tasks:
    1Import the Cloud Data Integration assets related to Salesforce.
    2Import the job assets.
    3Import the Cloud Application Integration assets related to Salesforce.
    4 Add a Secure Agent to the predefined Secure Agent group.
    5Add the lookup files related to Salesforce in the Secure Agent machine.
    6Import the parameter files.
    7Configure the flat file connection.
    8Configure the Business 360 FEP connector.
    9Configure the Salesforce assets manually or using guided assistance.

Importing the Cloud Data Integration assets

Import the Cloud Data Integration assets related to the source system, such as predefined taskflows, mapping tasks, and mappings. Create import and export jobs based on the predefined taskflows.
    1In Data Integration, click Explore > Import.
    2Navigate to the following file:
    <Extracted extension package>/2_DI_Assets/<Source system>_DI_Assets.zip
    3Click Open.
    The Import Assets page lists the assets in the file.
    4Ensure that all the assets are selected, and then select Publish Taskflow(s) after import.
    5Click Import.
    6On the My Import/Export Logs page, verify whether the import job is successful.

Importing the job assets

After you import the Cloud Data Integration assets, import the job assets related to the source system. Use batch jobs to ingress records from and egress the processed records to the source system.
    1In Business 360 Console, click Explore > Import.
    2Navigate to the following file:
    <Extracted extension package>/3_MDM_Job_Assets/<Source system>_Job_Assets.zip
    3Click Open.
    The Import Assets page lists the assets in the file.
    4Ensure that all the assets are selected, and click Import.
    5On the My Import/Export Logs page, verify whether the import job is successful.

Importing the Cloud Application Integration processes

After you import the job assets, import the Cloud Application Integration processes related to the source system.
    1In Application Integration, click Explore > Import.
    2Navigate to the following file:
    <Extracted extension package>/4_CAI_Assets/<Source system>_CAI_Assets.zip
    3Click Open.
    The Import Assets page lists the assets in the file.
    4Ensure that all the assets are selected, and click Import.
    5On the My Import/Export Logs page, verify whether the import job is successful.

Adding a Secure Agent

After you import the job assets, add a Secure Agent to the predefined Secure Agent group.
    1In Administrator, click Runtime Environments.
    2Expand the Actions menu for the infa_extension_runtime Secure Agent group, and select Add or Remove Secure Agents.
    3In the Available Agents list, select the Secure Agent that you want to add to the group, and click Select.
    4Expand the Actions menu for the infa_extension_runtime Secure Agent group, and select Enable or Disable Services, Connectors.
    5From the Services tab, select the services to enable for the Secure Agent group.
    6From the Connectors tab, select the connectors to enable for the Secure Agent group.
    7Click Save.

Adding lookup files

To import reference data CSV files to the Secure Agent, add the lookup files related to Salesforce in the Secure Agent machine.
    1Navigate to the following directory:
    <Extracted extension package>\Reference Data
    2Copy the following files to the local directory where you store the flat file connection:

Importing parameter files

Import the list of user-defined parameters and their associated values for Cloud Data Integration mappings.
To import parameter files, save the parameter files in the Secure Agent Installation directory.
Copy the parameter files from the source directory to the target Secure Agent installation directory:
Source: <Extracted extension package>\Secure Agent Files\Parameter Files\<Source System>
Target: <Secure Agent Installation Directory>\apps\Data_Integration_Server\data\userparameters
Optionally, if you want to use a configured path for the target location, see Parameter file location.

Configuring the flat file connection

To access flat files from the Secure Agent, configure the flat file connection.
    1In Administrator, click Connections.
    2Click infac360ls_conn_flatfile.
    3Verify the directory to store the flat file.
    Default is C:\ReferenceData.
    4Test the connection, and ensure that the connection is successful.

Configuring Business 360 FEP connection

You can use the Business 360 FEP Connector to write data from the source system into MDM SaaS. If the input values for source system integer fields are null, the Business 360 FEP Connector converts the null values to 0 in MDM SaaS.
    1In Administrator, click Connections.
    2Click infac360hc_conn_customer360.
    3Test the connection.
    The connection might fail with the following error:
    The test connection for infac360hc_conn_customer360 failed. Unable to fetch connector attributes, Ensure adapter ID is valid[com.infa.adapter.mdmflat].
    4If the connection fails, verify and ensure that the connection is successful.
    1. aVerify the license used.
    2. bEnsure that the connector is enabled for the Secure Agent group.
    3. cRestart the Secure Agent.

Configuring Salesforce assets using guided assistance

After you complete the prerequisites, guided assistance takes you through the step-by-step installation and configuration processes. Guided assistance ensures that you acknowledge the task completion. You can choose to pause or cancel the installation anytime.
The configuration of Salesforce assets using the guided assistance consists of multiple phases that include pre-installation tasks, deployment planning based on the integration choices, and post-installation tasks.
For more information, see Installation process.
After you complete the prerequisites, run guided assistance to configure the Salesforce assets.
For more information, see Running guided assistance.

Configuring Salesforce assets manually

Configure Salesforce to synchronize records with Customer 360 in batches or real-time and to search for matching records in Customer 360 before creating a record.
To process Salesforce contact records, person account records, relationship records, and hierarchy records with Customer 360 SaaS in batches, see Processing data in batches.
To synchronize Salesforce contact records, person account records, and account to contact relationships with Customer 360 in real time, see Processing data in real time.
You can setup Salesforce to search for matching Account and Person Account records in Customer 360 SaaS when you create a record in Salesforce.
For more information, see Searching for matching records in Customer 360.