10 Replies Latest reply on Jan 13, 2022 3:35 AM by Gavin Pullat

    EDC Lineage:  Salesforce Assets

    Sean Kelly New Member

      All,

       

      In our current implementation of EDC (Version 10.5.1 Build 33 - Apr 25, 2019), there is no lineage returned for assets within a Salesforce resource after scan job completes successfully.  Without the Salesforce lineage, we've had to create a custom lineage resource type, build the lineage from Salesforce, load the Salesforce lineage as a csv file and run the scan job for the custom lineage resource type.

       

      Has anyone been able to retrieve the lineage from Salesforce resource for the assets in Salesforce without creating a custom resource type and manually leading the lineage into EDC?  

        • 1. Re: EDC Lineage:  Salesforce Assets
          Darren Wrigley Guru

          are you asking about lineage from other scanners to/from salesforce, or within salesforce itself?

          • 2. Re: EDC Lineage:  Salesforce Assets
            Sean Kelly New Member

            Hello Darren,

             

            Within Salesforce itself.  There is no lineage for the Salesforce resource when the scan is performed.

             

            We have built a custom lineage and loaded a flat file but this process is inefficient and inaccurate since the data model changes frequently.

             

            Is lineage a missing feature in the Salesforce scanner for EDC?  If so when will the scanner be enhanced to deliver lineage from a Salesforce system?

             

            Thanks,

             

            Sean 

            • 3. Re: EDC Lineage:  Salesforce Assets
              ltrapadoux Guru

              Hi Sean,

               

              what are the object that generates lineage between salesforce objects from your perspective ?

              are you referring to relationships between objects ? or are you referring to applications that are moving / updates objects in Salesforce ? if so, can you please details what is your expectation, maybe some example.

               

              thank you

              Louis-Noël

              • 4. Re: EDC Lineage:  Salesforce Assets
                Sean Kelly New Member

                Hello Louis-Noël, Custom Lineage

                 

                Let's pick two objects in Salesforce as an example of data lineage.

                 

                 

                Within Salesforce there is a table "Account" and a table "Partner".  Reviewing the Salesforce (Sales Cloud Data Model | Salesforce Architects), we can look at the ERD to determine the lineage between these two tables.

                 

                After originally setting up the resource for Saleforce In EDC and executing the scan, no lineage was displayed on the "lineage and impact" tab for either asset. 

                 

                To resolve this gap in EDC, we created a custom lineage resource and loaded a csv file with over 40K line items.  (See screenshot from the line items to create lineage between the table "Account" and a table "Partner".)  After the scan completed for the custom lineage resource, the lineage was available in EDC for Salesforce resource   (See screenshot to show the lineage between the table "Account" and a table "Partner.)

                 

                 

                Is it a limitation of the Informatica scanner to not return lineage from Salesforce system for objects?  When do expect that limitation to be corrected?  Is there a configuration or setup issue with how we're executing the Saleforce scanner that no lineage is returned?

                 

                I've tried to connect with our assigned Informatica Success Manager on this topic without any success.

                 

                Best Regards,

                 

                Sean Kelly

                • 5. Re: EDC Lineage:  Salesforce Assets
                  ltrapadoux Guru

                  hi Sean,

                   

                  Data Lineage represents data movement between object. What you are referring to here is the fact that the objects are design with a relationship, meaning that  the object Partner "refers" to the object Account using its Id. this doesn't mean that there is a process or application that copies the content (all record or subset) of the Account object to the Partner object. EDC doesn't consider those relationship as lineage relationship.

                   

                  you can ask the Salesforce scanner to bring those relationships, they will show up as relationship in the relationship diagram (not in the lineage diagram) by setting up the following custom option:

                   

                  • -DenableSalesforceRelationships=true. Enables you to view all the relationships for an object.

                   

                  thank you

                  Louis-Noël

                  1 of 1 people found this helpful
                  • 6. Re: EDC Lineage:  Salesforce Assets
                    Gavin Pullat Active Member

                    ltrapadoux

                    Thanks for sharing the -DenableSalesforceRelationships=true switch.

                     

                    Does this switch work only for EDC 10.5.x?

                    Does it work in EDC 10.4.1.3.10?

                    • 7. Re: EDC Lineage:  Salesforce Assets
                      ltrapadoux Guru

                      Hi,

                      yes this is available for both versions

                      Louis-Noël

                      1 of 1 people found this helpful
                      • 8. Re: EDC Lineage:  Salesforce Assets
                        Sean Kelly New Member

                        Hello Louis-Noël,

                         

                        After purging the Salesforce resource then updating the with the custom option and running the scan job successfully, the relationships were not viewable for an object as expected

                         

                        Update custom options for Salesforce Resource

                        .

                        Partner should show a relationship with Account

                         

                         

                        Is there any additional configuration needed to have the relationships for objects from Salesforce?

                         

                        Regards,

                         

                        Sean

                         

                         

                         

                         

                         

                         

                         

                         

                         

                         

                        • 9. Re: EDC Lineage:  Salesforce Assets
                          Richard Jorgensen Guru

                          Does enabling relationships (-DenableSalesforceRelationships=true) work on all Salesforce API versions?  Or is it certified on certain API versions.

                          • 10. Re: EDC Lineage:  Salesforce Assets
                            Gavin Pullat Active Member

                            inuser552678

                            You need add a hyphen before the DenableSalesforceRelationships=true.

                             

                            Please enter -DenableSalesforceRelationships=true

                             

                            On our salesforce environment, we use API V44 and when I tried to run the scanner after adding -DenableSalesforceRelationships=true, the metadata scan failed.