2022

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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 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. In the example presented here we will use data from Salesforce's table Accounts. However, the user many define other cases, such as:

  • Salesforce Leads - FTP (CSV file)
  • Salesforce Accounts - FTP (CSV file)
  • Salesforce Contacts -  FTP (CSV file)
  • Salesforce Cases -  FTP (CSV file)
  • other cases defined by the user

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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. The figure that appears below shows an example for the Accounts table from Salesforce. However, be aware that any other table from Salesforce could have been considered.

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