Ready to Download and Run

by arcesb | December 14, 2017

Bulk Import Opportunities to Salesforce

Translate incoming CSV files into a readable XML format, and insert each record into the Leads table in Salesforce.

Download Flow
logo background logo logo

The Bulk Import Opportunities to Salesforce sample flow has preconfigured connectors for translating CSV files that store Salesforce Leads into appropriate XML records, which are ready to be sent to Salesforce. The following connectors make up the core elements of the flow:

  • CSV Connector: Converts Comma-Separated Values (CSV) files into XML, and generates CSV files from XML.
  • Map Connector: Uses a mapping designer and ArcScript to map data from one format to another.
  • Cloud Data Connector: Interfaces with a wide range of cloud application data sources provided the corresponding CData driver is installed. This allows you to insert data to or retrieve it from Salesforce.
    Note: If you have not already, you will need to install the CData ADO.NET/JDBC Driver for Salesforce. You can download a free, 30-day trial. If you just downloaded and installed the driver, please restart CData Arc before proceeding.

These connectors are configured to automatically move files from one connector to the next until all the Salesforce Leads in the CSV file are imported to the Leads table in Salesforce. If there is already a matching Salesforce Leads record in Salesforce, the application will instead update the existing record with the new data.

You can modify the automation settings for each connector in its Automation tab, or you can manually process each step in the workflow using the Send button in the connector's Input tab. You can schedule the application to poll CSV for new data from the CSV Connector's Automation tab, or you can manually receive data by using the Receive button from its Output tab.

If you would like to use this sample flow in your workspace, please follow these instructions:

Importing Workspace

Create Workspace

First, navigate to the Flows tab and click on the cogwheel icon in the top right corner. Choose the Create Workspace option to create a new Workspace for this sample flow.

Import Workspace

Then, from the same cogwheel dropdown, click Import Workspace. In the resulting dialog, choose the downloaded sample flow sfdccsvbulkimport.arcflow to import the relevant connectors and settings. You can choose to import the flow into any Workspace you like, but we recommend using separate Workspaces for distinct workflows.

Once you have successfully imported the sample flow, you can begin configuring the connectors to best suit your specific use case.

Cloud Data Connector - Salesforce

Connect to Salesforce & Test the Connection

Navigate to the Settings tab of the Cloud Data Connector. In order to establish a connection with Salesforce, you must enter your Username, Password, and Security Token. Click the Test Connection button to verify that you can connect to Salesforce from CData Arc.

Set up your Input Mapping

After successfully setting up and testing a connection, you can verify that the connector is configured to upsert data into the correct tables. Exactly which tables are upserted to is determined by the Input Mapping configured in the Cloud Data Connector's settings.

Once you configure the these connectors, the sample flow is ready for use!

Bulk Import Opportunities to Salesforce

Are You Up & Running?

If the answer is yes, congratulations for successfully configuring the Bulk Import Opportunities to Salesforce sample flow! However, if you are confronted by any issues or have any further questions, please do not hesitate to contact us.