2022
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Overview |
In this article, you will learn how to transfer data from Salesforce to a file stored in on an FTP server to 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. The Then, you will learn about the integration process. At In the end, you will be presented with some additonal additional information.
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Data Map |
As we are transferring data from a file stored in an FTP file to Salesforce, we need to find the correspondence between the fields from Salesforce and the fields in our file. The fields from Salesforce are defined by the selected table (for example Accounts). The fields in the file are defined by the user. Bear in mind that it is a good practice to keep the same nomenclature. In the example presented here, we will use data from Salesforce's table Accounts. However, the user many define other cases, such as:
Thus, we can map the fields from Salesforce into fields of different names created in the file stored in the FTP server. It is a good practice to keep the same nomenclature. may define objects:
The figure that appears below shows an example for of the Accounts table from Salesforce. However, be aware that any other table from Salesforce could have been considered.
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CreatingtheIntegration |
In order to transfer data from Saleforce Salesforce to an FTP server (and vice versa), do the take following steps:
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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.