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- Go to www.mydbsync.com, click on Customer Login. Enter your Username and Password and click on Development Studio to open the Project console.
- Create a project with project, process, workflow. Use names of your choice.
- Click on Connectors on the left section of Project Console and create a Salesforce and an FTP connector. (Note: Enter the required details in the Salesforce and FTP credentials in the fields and validate the connections).
- Click on Project ->Process -> Workflow
- From the Workflow section, proceed to the Trigger Section.
- In the Trigger section, you can use three tabs, namely, Query Builder, Advanced Query Builder & Properties. You need to select data-source as FTP. You can make additional changes to Query by using the Advanced View section of Advanced Query Builder.
- In the Rules section, select the target connector as "Salesforce", operation, target object respectively.
- Click on Map to see the Mapping screen. You will see the list of Salesforce fields in the left section. On the right section, in Schema, you will see a list of selected file columns.
- Drag & drop the fields from Schema next to the required Salesforce fields. Click on Save and Close once the mapping is completed. Now, click on Save Workflow.
- Ensure that Workflow status is On.
- You are now ready to run the sync. Click on the Run button on the top right corner of the page.
- After the successful sync, open the log and check if everything is fine. Check if the data has been transferred to Salesforce.
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{"serverDuration": 113, "requestCorrelationId": "436a2a6e950408e6"}