Salesforce to FTP Integration

Overview

In this article, you will learn how to set up and use the Salesforce to FTP Integration Template in DBSync Cloud Workflow to automate the transfer of file attachments from Salesforce to an FTP server. This prebuilt template is designed to seamlessly synchronize attachments from standard Salesforce objects - Accounts, Contacts, Opportunities, Cases, and Leads - directly to your designated FTP location. The integration also updates the status of each transfer within Salesforce, providing visibility and traceability throughout the process.

By automating file exports, this template reduces manual effort, improves data management, and enhances operational efficiency. Use this guide to configure the integration, manage mappings, and monitor execution—enabling a smooth and reliable data flow between Salesforce and your FTP environment.

Key Features

• Automated Data Transfer: Transfers data automatically between Salesforce and FTP servers.

• Customizable Mapping: Allows users to customize the data fields that need to be synchronized.

• Real-time or Scheduled Sync: Supports both on-demand and scheduled data synchronization.

• Error Handling & Logging: Provides robust error tracking and logging for smooth operations.

• Data Security: Ensures data is transferred securely between platforms.

Data Flow

Setting Up the Integration

Configure the Integration Template

1. Click Add Template in the landing page and select the template: Salesforce to FTP Integration template.

Set Up Data Mapping

1. Click the Salesforce to FTP Integration project and click Setup to map Salesforce objects to the relevant file structure in the FTP directory.

1. Connect your connectors and test the connection of the connectors before customising the field mappings.

2. Customize field mappings to match your data transfer needs.

Schedule Data Sync

1. Set a synchronization schedule (e.g., hourly, daily, or weekly) or configure the sync to run on demand.

Define Filters and Conditions

1. Apply Filters to include/exclude specific records based on criteria (e.g., only export new opportunities).

2. Set Conditions to trigger data syncs based on certain events or thresholds.

Test the Integration

1. Run a Test Sync: Start with a small batch of data to ensure mappings and configurations work as expected.

1. Review Logs: Check the sync logs for any issues or errors.

2. Adjust Settings: Fine-tune mappings, filters, or schedules based on the test results.

Monitoring and Troubleshooting

• Real-time Monitoring: Use the Dashboard feature in DBSync to monitor ongoing and past syncs.

• Log Review: Access detailed logs in the Activity Log section for troubleshooting and debugging.

• Notifications: Set up email notifications for sync failures or warnings to stay updated on integration status.