Are you looking to read the data from salesforce and keep in some data warehouse or a file system as backup?
If yes, then you can use Informatica Data replication task to replicate the data from salesforce to a target system. Please use below guide for more details.
And Informatica does have a connector to read the data from salesforce. It is a licensed option.
Please contact your Sales representative for the License details.
Please use below Guide for details on salesforce connection:
Please let us know if the above Information helps. Also let us know if the requirement is not understood,
I am already using the Replication tasks to back up the data in a Data Warehouse. What I need to do now is back up the files (attachments to Salesforce records). Can Informatica do that? I know we have File Transfer connectors. I just don't know if there is a way to use that connector to back up all of the files in one zip folder.
Will that work for files stored in the Content Document object too?
Also, is there a way to compress the files into a zip file so that they don't take up so much room on the server?
FileIO connector should work with ContentDocument as well
Thank you for the information. I have a couple more questions. When I try to set up the File Processor connection, there are some things I'm not quite sure about. In the Source File Directory, how would I tell it to pull forms out of Content Document object? I also read something about the source needing to be something like "FileCompress". Does this need to be included in the Source File Directory or is that something that is included in the Synchronization task? I'm assuming the Target File Directory is just the server location where I want the files stored. Is that correct?
Use File Processor Connector to perform the following operations:
- Transfer files between local system and FTP or SFTP server
- Move files within a local file system
- Copy files within a local file system
- Compress and decompress files within a local file system
- Encrypt and decrypt files within a local file system
- Archive and unarchive files within a local file system
- Rename the local files
Hence it wont be able to read files from Salesforce i,e pulling forms out of content.
You may use Salesforce native connector to get the files first.
Answering to your second question "Does FileCompress need to be included in the Source File Directory or is that something that is included in the Synchronization task?"
Ans: No its not an mandator option which need to be mentioned ,however if you are dealing with the Zip/compressed files then yes, it is necessary to enable the same.
Hope your query is answered.
So, if I'm understanding correctly, I need to have multiple processes. One with a FileIO connector to pull the attachments out of Salesforce and then another process with a File Processor connector to compress all of the files into a zip file.
Is that correct?
Yes, that is right. You can follow the approach of using FileIO to extract the attachments from Salesforce and you can create one more job that makes use of File processor connector to compress the files.