2022

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In this article you will learn how to transfer data from Salesforc to a file stored in an FTP server. 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 an FTP server. The you will learn about the integration process. At the end, you will be presented with some additonal 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 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. In the example we will use data from Salesforce's table Accounts. However, the user many define other cases, such as:

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