Rolling up Total Events to Opportunity in Salesforce

Version 3

    The Event-to-Opportunity Rollup in Salesforce integration template rolls up the total count of events to the Opportunity level in Salesforce. Use this template when you need an aggregated total count value of all the historical activity (events) that are associated with an opportunity. This is accomplished by taking a count of the WhatID value from Events object and grouping by WhatID and updating the custom field on Opportunity.

     

    You can download this integration template from the Informatica Marketplace.

     

    Understanding the Template

     

    The following figure shows the objects used to count all of the events that belong to particular opportunity.

     

    SF_Evnet RollupR2.png

     

    The template uses a Filter object to filter out data sets. A Sorter object performs case-sensitive sorting on the WhatID field before the Aggregate object performs the COUNT function on WhatID, grouping by WhatID.

     

    Part 1: Import the Template and Set Display Properties

     

    • Import the integration template XML file by navigating to Configuration > Integration Templates > New.
    • Enter a name for the template.
    • Set the display properties for the template parameters as shown below:

     

     

    p2.png

    Click for larger image.

     

    Part 2. Create a Custom Integration Task

     

    Step 1: Choose the integration template.

    p3.png

     

    Step 2: Choose a Salesforce source connection and the Event table.

    p4.png

     

    Step 3: Choose the same Salesforce connection and the Opportunity target table.

    p5.png

     

     

    Step 4: On the Other Parameters page, complete the filter and field mapping parameters.

    p3.png

     

    Click for larger image.

    p4.png

     

    • Filter_Condition. You can use the default filter or define your own filter condition to filter out source data.
    • SFDC Event Attributes. WhatID and Event_count fields are mapped over from the source table.
    • SFDC Opportunity Attributes. ID aka Opportunity ID in the Salesforce Opportunity target table. Event_Total__c is a custom field on the table - you can specify your own custom field.