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Get to Know Informatica

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe what Informatica is and why Salesforce is integrating it.
  • Combine the power of Informatica and Salesforce for context-rich business decisions.

Informatica Unlocks Business Value with Context

Making the most of your business data has always been a major part of how Salesforce delivers value. Now, the addition of Informatica makes it even easier to take advantage of everything you know about what your customers are doing so that you can plan and react accordingly. In this badge, you learn what Informatica is, how it helps provide trusted insights, and how it can enhance the experience you’re already used to in Salesforce. The key? A better understanding of context.

Context turns information into intelligence. It’s the difference between data you have and decisions you can trust. A serial number, a SKU, or a product name can all describe the same thing, but define it differently across systems. This lack of data trust and context means valuable strategic time is spent trying to reconcile understanding across teams and stakeholders instead of driving innovation.

You can think of it like this real-life example. A business receives a notification that a package has “shipped.” This notification is data. But without context, where is it actually? When will it arrive? Does it require a signature? Is it part of a customer order that’s already delayed? It’s context that turns a simple shipping status into an actionable workflow.

Considering that context is so powerful, why don’t most organizations have it? That’s because it exists everywhere—not just in one connected place. It’s scattered across enterprise resource planning systems (ERP), supply chain, finance, customer systems, and unstructured content.

As the industry leader in data management, Informatica gives organizations a trusted foundation so they can unlock business value from analytics, AI, and operational systems like Salesforce. Informatica offers the Intelligent Data Management Cloud (IDMC) as a cloud-native data management platform designed to help customers clean, govern, and connect all their data across the enterprise.

IDMC Unites Context with Perspective

IDMC is a single platform that helps organizations ensure their data is accurate, governed, and ready for use across the entire enterprise, no matter which applications, analytics tools, or cloud platforms they rely on. Instead of stitching together multiple point solutions, customers get one trusted layer that prepares and delivers clean, compliant data to every system that needs it. This includes but is not limited to Customer 360, Agentforce, Tableau, and their broader AI and operational ecosystem.

IDMC connects metadata to relevant use cases with help from generative AI.

IDMC offers a full suite of core capabilities and integrated data services designed to manage the entire lifecycle of data seamlessly. Some of these capabilities include:

  • Data integration: Governed, consistent data flows across systems
  • Data catalog: Enterprise-wide metadata visibility and search
  • Data quality and observability: Real-time monitoring that ensures accuracy and trust
  • Privacy and policy automation: Automated consent, retention, and lineage
  • Master data management: Golden records for customers, products, and suppliers

IDMC uses metadata intelligence to describe where data comes from, what it means, who owns it, how it’s being used, and whether it can be trusted. And it gives natural-language access to that information through the built-in generative AI powered assistant CLAIRE GPT—IDMC. This ensures that access to valuable insight is both reliable and simple at any point in a customer relationship.

Informatica + Salesforce = Trust

Salesforce provides customers a powerful platform for AI, analytics, automation, and engagement. And Informatica allows businesses to bring even more of their enterprise data into Salesforce with higher quality, stronger governance, and richer metadata. This is especially true for the data that lives deep in enterprise resource planning (ERP), supply chain, finance, operations, and legacy systems. Most importantly, these powerful systems work together to create trusted context.

Trusted context gives every part of your enterprise a consistent, shared understanding of your data. When every system, workflow, and agent operates from the same context, decisions become faster, AI becomes more accurate, and automation becomes more reliable. It unifies every system, from back-office to front-office, into a single source of truth for data and metadata.

Agentic AI accelerates setup and harmonization with intelligent assistance. The foundation is secured with privacy, governance, and data-quality controls, delivering transparency at every layer. Metadata turns data into context, mapping your data and lineage across ERP, finance, supply chain, and clouds. Finally, that data is activated across your entire ecosystem, powering Agentforce, Tableau, and your applications in real time, including ecosystem partners like Google, Meta, and Amazon.

What does this mean for how you use Salesforce products today? It offers enhanced performance with unlocked potential through context-rich solutions.

  • You get cleaned, governed enterprise data flowing into Data 360 without having to employ custom paths and procedures.
  • Better data improves the quality of Agentforce responses, letting you accomplish more with agents.
  • And with trusted data underlying automations across Sales and Service, you can rely on your deployments to act on the latest and most accurate information available

With connected systems working together, you get a single source of truth as Informatica resolves duplication, standardizes definitions, and manages primary data for customers, products, suppliers, and more. Data 360 then brings that curated data into a unified model inside Salesforce. The result is a consistent, trusted foundation that powers every app, team, and agent.

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