Ready to Download and Run

by arcesb | November 21, 2017

Upload Attachments to Salesforce

Receive files from an SFTP Server and upload them into Salesforce as attachments.

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The Upload Attachments to Salesforce sample flow has pre-configured connectors for retrieving files via an SFTP Cient and uploading them to Salesforce as Attachments. The following connectors make up the core elements of the flow:

  • SFTP Client Connector: Transfers files to and from a remote SFTP Server.
  • Script Connector: Provides the ability to perform functions or operations that are not otherwise available in the built-in connectors of CData Arc.
  • 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 the files received via SFTP have been uploaded to Salesforce as Attachments.

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 SFTP Client for new data from the SFTP Client 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 uploadsftpsfdcattachments.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.

SFTP Client Connector

Connect to SFTP Server & Test the Connection

Navigate to the Settings tab of the SFTP Client Connector. In order to establish a connection with an SFTP Server, you must enter your Remote Host, Remote Port, and Client Authentication. Click the Test Connection button to verify that you can connect to the SFTP Server from CData Arc. The application will notify the user that the server's key is unknown and it will ask to trust the key presented. Choose to trust the key and it will be added to the Server Thumbprint field, and the connection to the SFTP server will be established.

Navigate to the Settings tab of the Script Connector and specify a target folder to add the document to. In the Script section, locate the text YOUR_SF_FOLDER_ID_HERE, and replace it with the ID of the Salesforce folder you want to add the document to.

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 Attachments. 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!

Upload Attachments to Salesforce

Are You Up & Running?

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