2022
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Overview |
In this article, you will learn how to transfer data from and to a file stored on an FTP server to Saleforce. Salesforce. The file will follow a CSV format. First, you will see a data map, explaining the relationship between fields in Salesforce and fields in the file stored in on an FTP server. Then, you will learn about the integration process. In the end, you will be presented with some additional information.
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Data Map |
As we are tranferring transferring data from / to Salesforce to / from a file stored in an FTP serverfile to Salesforce, we need to map find correspondence between the fields from Salesforce to and the fields in our file. The fields from Salesforce are defined by the chose selected table (for example Accounts). The fields in the file are defined by the user, although . Bear in mind that it is a good practice to keep the same nomenclature.
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Data flow |
As we are working with Salesforce and a file defined by us, the data flow is defined by Salesforce, and mirrowed by the file content.
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In the example presented here, we will use data from Salesforce's table Accounts. However, the user may define objects:
The figure that appears below shows an example of the Accounts table from Salesforce. However, be aware that any other table from Salesforce could have been considered.
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Creating Integration |
In order to transfer data from Saleforce Salesforce to an FTP server (and vice versa), do the take following steps:
Note: to transfer from Salesforce to an FTP server, define the Trigger using the Salesforce connector and the Rule using the FTP connector.
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AdditionalinformationInformation |
You can find additional information in the following links:
How to conveniently transfer data to and from FTP servers using DBSyn DBSync: this article contains a detailed description on of how to transfer data between Salesforce and a file contained in on an FTP server.