2022

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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.

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.


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.


Creating the integration

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

  1. Go to www.mydbsync.com, click on Customer Login. Enter your Username and Password and click on Development Studio to open the Projectconsole .
  2. Create a project with project, process, workflow. Use names of your choice.
  3. Click on Connectors on the left section of Project Console and create a Salesforce and an FTP connector. (Note: Enter the required details in the Salesforce and FTP credentials in the fields and validate the connections). 
  4. Click on Project ->Process -> Workflow
  5. From the Workflow section, proceed to the Trigger Section.
  6. In Triggers section, you can use three tabs, namely, Query Builder, Advanced Query Builder & Properties. You need to select data-source as FTP. You can make additional changes to Query by using the Advanced View section of Advanced Query Builder.
  7. In Rules section, select target connector as "Salesforce", operation, target object respectively.
  8. Click on Map to see Mapping screen. You will see the list of Salesforce fields in the left section. On the right section, in Schema you see list of selected File columns.
  9. Drag & drop the fields from Schema next to the required Salesforce fields. Click on Save and Close once the mapping is completed. Now, click on Save Workflow.
  10. Ensure that Workflow status is On.
  11. You are now ready to run the sync. Click on the Run Button on the Top Right corner of the page. 
  12. After the successful sync, open the log and check if everything is fine. Check if the data has been transferred to Salesforce.

Note: to transfer from Salesforce to an FTP server, define the Trigger using the Salesforce connector and the Rule using the FTP connector.


Additional information

You can find additional information in the following links:

  1. How to conveniently transfer data to and from FTP servers using DBSyn : this article contains a detailed description on how to transfer data between Salesforce and a file contained in an FTP server.


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