2022
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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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DataflowFlow |
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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Field mappingMapping |
As we saw in the data map, 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 nomenclature.
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Creating theintegrationIntegration |
In order to transfer data from Saleforce to an FTP server (and vice versa), do the following steps:
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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:
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