Salesforce to FTP Integration

Learn how to use Salesforce to FTP Integration template in DBSync Cloud Workflow

Overview

The Salesforce to FTP Integration Template in DBSync Cloud Workflow is designed to seamlessly synchronize data between Salesforce and an FTP server. This integration ensures that Salesforce data is exported to FTP and that files on the FTP server can be imported back into Salesforce as needed. The template helps automate data handling and enhances operational efficiency. By following this guide, you can effectively set up and manage their integration with ease.

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.

Prerequisites

To access the DBSync Cloud Workflow, follow these steps:

1. Login to DBSync Cloud Workflow by navigating to the DBSync website.

Login to Cloud Workflow

1. Click Login and choose Cloud Workflow.

2. Enter the Username and Password credentials that you provided during signup and click Login.

Enter Login Credentials

1. After logging in, you will be redirected to the DBSync Cloud Workflow Home Screen.

Setting Up the Integration

Connect Salesforce and FTP in DBSync

1. Navigate to Apps section from the landing page.

2. Add New Connector

   • Click on Salesforce Connector and choose Login to Salesforce.

   • You will get a pop-up to confirm your Salesforce - Username and Password. Enter Credentials, accept T&C and click Login.

   • Add FTP as a connector and fill in the necessary FTP server details such as hostname, port, credentials.

3. Test Connections: Ensure both connectors are active and properly configured by testing the connections.

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.

FAQs

1. How often can I schedule the data sync?

You can schedule data syncs to run as frequently as every 15 minutes or as infrequently as needed. You can also use the Webhooks feature if necessary using a scheduler or through the integration setup.

2. What file formats are supported for FTP?

The integration supports PDF file format for data exchange.

3. What should I do if my sync fails?

Review Logs for detailed error messages, ensure the connectors are active and validate the data mappings.

4. Can I integrate with multiple FTP directories?

Yes, you can configure multiple FTP connectors to sync with different directories.