In this article, you will learn how to transfer data from a file stored in an FTP server to Salesforce. 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. Then you will learn about the integration process. In the end, you will be presented with some additional information.
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 selected table (for example Accounts). The fields in the file are defined by the user. 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 may define other cases, such as:
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.
In order to transfer data from Salesforce to an FTP server (and vice versa), do the following steps:
Note: to transfer from Salesforce to an FTP server, define the Trigger using the Salesforce connector and the Rule using the FTP connector.
You can find additional information in the following links:
How to conveniently transfer data to and from FTP servers using DBSync: this article contains a detailed description of how to transfer data between Salesforce and a file contained in an FTP server.