2022

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Table of Contents

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Overview

In this article you will learn how to transfer data from and to an FTP server to Saleforce. First, you will see a data map, explaining the relationship between fields in Salesforce and fields in the file stored in an FTP server.

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Data Map

As we are tranferring data from / to Salesforce to / from a file stored in an FTP server, we need to map the fields from Salesforce to the fields in our file. The fields from Salesforce are defined by the chose table (for example Accounts). The fields in the file are defined by the user, although 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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Creating the integration

In order to transfer data from Saleforce to an FTP server (and vice versa), do the following steps:

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