CLOUD EXPLORER DATALOADER USER S GUIDE UC INNOVATION, INC. April 07, 2017

Transcription

1 CLOUD EXPLORER DATALOADER USER S GUIDE April 07, 2017 UC INNOVATION, INC. 230 Commerce, Suite 110 Irvine, CA Phone: Fax: info@ucinnovation.com

2 Copyright Information 2017 UC INNOVATION, INC. All rights reserved. UC INNOVATION, INC. Phone: Fax: Phone: Fax:

3 1 INTRODUCTION 5 2 SYSTEM CONSIDERATIONS SUPPORTED BROWSERS SALESFORCE USER/PROFILE PERMISSIONS IP ADDRESS WHITELISTING FIELD AND PERMISSION SET UPDATES TO SALESFORCE ORGS 8 3 CREATE CLOUD EXPLORER FOR SALESFORCE ACCOUNT 10 4 SALESFORCE ORG LOGIN ADDING A SANDBOX ORGANIZATION LOGGING INTO SALESFORCE ORGS REMOVING SALESFORCE ORGS 16 5 MENU & BUTTONS OVERVIEW MENU OVERVIEW BUTTONS OVERVIEW 19 6 SETTINGS MENU EXPLORE SETTINGS ADDING OBJECTS TO EXPLORE MENU REMOVING OBJECTS FROM EXPLORE MENU MAPPING SETTINGS CREATE A MAPPING THROUGH DRAG-AND-DROP IMPORT MAPPINGS EXPORT MAPPINGS COPY SETTINGS SAMPLE 1: OBJECT ONLY SAMPLE 2: OBJECT ONLY USING CUSTOM EXTERNAL ID SAMPLE 3: OBJECT WITH RELATED LISTS SAMPLE 4: OBJECT WITH MULTIPLE RELATED LIST LEVELS SAMPLE 5: OBJECT WITH PARENT RECORDS ADVANCED SETTINGS 42 7 EXPLORE MENU VIEW OBJECT VIEW 44 Phone: Fax: info@ucinnovation.com 3

4 7.1.2 RECORD VIEW QUERY COPY COPYING AN OBJECT COPYING RECORDS COPYING DESKTOP FILES MULTI-SELECT COPYING DELETE DATA IMPORT FILE EXAMPLES IMPORTING ATTACHMENTS EXPORT DATA OBJECT LIST EXPORT RECORD LIST EXPORT LOGGING HISTORY 72 8 ADMIN USER ROLES EXPLORE ADDING OBJECT ACCESS TO STANDARD USERS REMOVING OBJECT ACCESS FOR STANDARD USERS TOOLS LOGIN HISTORY 80 9 USER MY ACCOUNT MY LOGIN LOGOUT SUPPORT 83 Phone: Fax: info@ucinnovation.com 4

5 1 Introduction Cloud Explorer for Salesforce is a browser based application that supports the importing and exporting of data using drag-and-drop, similar to Windows Explorer. The application can be used to view, query, copy, delete, import, and export Salesforce data while enforcing the security and sharing rules defined for the users. Most typically, Cloud Explorer is used to migrate data from one Salesforce org to another. Cloud Explorer for Salesforce offers the following key features: Intuitive drag-and-drop user interface Easy migration of data between Salesforce orgs Support for all standard and custom Salesforce Delete data directly from Cloud Explorer browser Customize mapping of objects and fields Deep copy of related list records Copy of parent records Enforce Salesforce security/sharing rules Phone: Fax: info@ucinnovation.com 5

6 2 System Considerations 2.1 Supported Browsers The following web browsers are supported: Chrome version 47 Firefox version 43 Internet Explorer 11 Other versions are most likely supported as well, although not tested. Note: When using the Cloud Explorer to drag and drop data between Internet Explorer and another browser type (Chrome or Firefox), will need to be added to the list of Trusted Sites in Internet Explorer. To add to the list of Trusted Sites: 1. In Internet Explorer, go to Settings Internet Options Security Tab: 2. Select Trusted Sites, and click on the Sites button: Phone: Fax:

7 3. Enter in the website field, and click Add: 4. Click Close, then click OK to save the settings, and return to the browser. 2.2 Salesforce User/Profile Permissions Cloud Explorer requires certain user permissions in Salesforce in order to work optimally. Required Permissions: API Enabled =en_us Use Any API Client when API Client Whitelisting is enabled &language=en_us Phone: Fax:

8 The required permissions are absolutely needed for Cloud Explorer to work. Strongly Recommended Permissions: Modify All Data o Required for Metadata API to create external ID custom fields Customize Applications o Required to create external ID custom fields Manage Profiles and Permission Sets o Required for creating permission sets to have visibility to external ID custom fields Assign Permission Sets o Required to assign users to permission sets The strongly recommended permissions are needed in order for Cloud Explorer to relate records between Salesforce orgs in order to not create duplicate records. If these permissions are not configured, Cloud Explorer will treat each record being copied as new records. Optional Permissions: View Setup and Configuration o Obtain organization name The optional permissions are only needed to provide additional information in Cloud Explorer, but do not impact the main functionalities. 2.3 IP Address Whitelisting If your Salesforce org has IP address restrictions in place, the following IP addresses should be whitelisted in order to use Cloud Explorer: Field and Permission Set Updates to Salesforce Orgs Cloud Explorer relies on External ID fields to relate records between different objects to each other. Cloud Explorer creates a UCIN External ID custom field on objects in the source and target orgs for this purpose. It also creates the Cloud Explorer Permission Set to allow user visibility to these UCIN External ID custom fields. Phone: Fax: info@ucinnovation.com 8

9 If an object does not support External IDs, or if a user does not have permission to create or access External ID fields, copying data between orgs may or may not create duplicate records. This would depend on Salesforce rules. Tip: To keep your production org (or source org) clean from Cloud Explorer creating the UCIN External ID field and Cloud Explorer Permission Set, keep the default One- Way Copy Direction. This will create the UCIN External ID field and Cloud Explorer Permission Set in the target org, but not the source org. Two-Way Copy will create the UCIN External ID field and Cloud Explorer Permission Set in both the source and target orgs. Phone: Fax: info@ucinnovation.com 9

10 3 Create Cloud Explorer for Salesforce Account To get started using Cloud Explorer for Salesforce: 1. Navigate to: 2. Click Login to Salesforce. 3. Log into Salesforce using your Production Username and Password. Phone: Fax:

11 4. Click Allow to allow Cloud Explorer to access your Salesforce instance. 5. You will be taken to the Settings Explore view to select which objects to work with within Cloud Explorer. For more information, see Explore Settings in this document. Phone: Fax:

12 4 Salesforce Org Login Once a Cloud Explorer for Salesforce account has been created, that account will automatically be tied to its related Salesforce Production instance. After logging in, the following page will be displayed which shows the orgs currently tied to your Cloud Explorer account. 4.1 Adding a Sandbox Organization In order to use Cloud Explorer to copy data between different Salesforce orgs, the information for each org must be added to your Cloud Explorer account. To add a sandbox org to your Cloud Explorer Account: 1. From the SFDC Orgs page, Click on Add Sandbox Org. Phone: Fax: info@ucinnovation.com 12

13 2. Enter your Salesforce Sandbox credentials, and click Log In to Sandbox. Note: To add a custom sandbox org, click on the Use Custom Domain link in the Salesforce login page. Then follow steps 3-4 below. 3. Click Allow to allow Cloud Explorer to access your Salesforce instance. 4. Click OK. Phone: Fax: info@ucinnovation.com 13

14 5. Verify that your sandbox org has been successfully added to your Cloud Explorer account. Note: To add another production org, another Cloud Explorer account is needed. 4.2 Logging into Salesforce Orgs Once all your Salesforce orgs are associated with your Cloud Explorer account, you can log into to each org in order to start working with your data. 1. Click on the SFDC Orgs menu option. 2. Click Login on the Salesforce org that you wish to start working with. Phone: Fax:

15 3. A new browser will open Cloud Explorer s Explore menu for the org that you selected. You can now begin using Cloud Explorer to work with the data within this org. If you wish to copy data between multiple orgs, click on the SFDC Orgs menu option to go back to the page which lists all your orgs. Then follow steps 1-2 above to open another browser for the additional org selected. Phone: Fax: info@ucinnovation.com 15

16 Note: Sandbox orgs have a light brown bar menu, while Production orgs have a blue bar menu within Cloud Explorer. 4.3 Removing Salesforce Orgs To disassociate a Salesforce org with your Cloud Explorer Account: 1. Click SFDC Orgs menu option. 2. Click the Remove button for the Salesforce org you wish to remove. Note: The Production Org cannot be removed as it is tied to the Cloud Explorer Account. 3. Click OK to confirm removal. Phone: Fax: info@ucinnovation.com 16

17 4. Click OK to confirm success. 5. Verify that the Salesforce org removed is no longer listed. Phone: Fax:

18 5 Menu & Buttons Overview 5.1 Menu Overview Menu Item SFDC Orgs Description This page will display a list of Salesforce orgs that have been associated with the user s Cloud Explorer account. Explore This page enables users to view, query, copy, delete, import, and export from Salesforce objects. For more information, see Explore Menu in this document. Settings This menu item enables users to change the default configuration in Cloud Explorer. The Settings menu has the following sub-menu items: Explore Mapping Copy Advanced For more information, see Settings Menu in this document. Organization Link Located after the Settings Menu, this menu item links directly to the Salesforce instance that the user is currently logged into. The menu item is labeled using the name of the Salesforce org. In the example above, the user can click the UC Innovation (Production) menu item to open a new browser automatically logged into that Salesforce instance. Admin This menu item enables Cloud Explorer Administrators to define user roles and object access for additional users in the same organization. For more information see Admin section in this document. Phone: Fax: info@ucinnovation.com 18

19 User This menu item enables users to view their Cloud Explorer account and login information. It also provides a link to log out of Cloud Explorer. For more information see User for details. Support This menu item links to UC Innovation s Support Portal login where users can enter and view service requests related to Cloud Explorer. For more information see Support section in this document. 5.2 Buttons Overview The following buttons are used throughout the Explore menu as well as the Mapping Settings menu. Button Refresh Description This button is used to refresh the data shown on the screen. When used, data is re-queried from Salesforce and refreshed on the page. Toggle This button is used to toggle between a tile view and a list view. Columns This button is used to choose from a list of available columns, to determine which will be shown in the layout. Export This button is used to export data from a Cloud Explorer table view. This button is only enabled for a table view. For more information see Export Mappings and Export Data section in this document. Upload This button is used to upload data to Salesforce objects, as well as defined mappings between Salesforce orgs or for the CSV upload. For more information, see the Import Mappings and Import Data sections in this document. Phone: Fax: info@ucinnovation.com 19

20 Logging This button is used to view logging history within Cloud Explorer. Logging must be enabled in Settings Advanced. Phone: Fax:

21 6 Settings Menu Use the Settings menu to change the default configuration in Cloud Explorer. 6.1 Explore Settings Configure the Explore settings to select which Salesforce objects to work with within Cloud Explorer. The objects selected will be available in the Explore menu to view, query, copy, delete, import, and export. Note: The more objects selected to be explored, the more processing Cloud Explorer has to do. Therefore, try to select only objects that are needed Adding Objects to Explore Menu 1. Choose Settings Explore. 2. Select one or more Objects in the Available Objects section. Phone: Fax:

22 3. Use the single right arrow to move the highlighted objects to the Selected Objects section. Alternatively, you can use the double right arrow to move all objects from the Available Objects section to the Selected Objects section Removing Objects from Explore Menu 1. Choose Settings Explore. 2. Select one or more Objects in the Selected Objects section. Phone: Fax:

23 3. Use the single left arrow to move the highlighted objects back to the Available Objects section. Alternatively you may use the double left arrow to move all objects from the Selected Objects section back to the Available Objects section. 6.2 Mapping Settings Configure the Mapping settings to customize how fields should be mapped when data is uploaded to Salesforce, or when copying data between two different Salesforce orgs. Mappings can be created within Cloud Explorer using drag-and-drop functionality or imported through a CSV file. Users can also export existing mappings into CSV files. Note: By default, if no mappings are defined, Cloud Explorer will match based on API names for objects and fields. Phone: Fax: info@ucinnovation.com 23

24 6.2.1 Create a Mapping through Drag-and-Drop Using the drag-and-drop method to create a mapping requires a separate Cloud Explorer browser open for the source org and the target org. 1. Click on the Mapping menu option in both the source org browser and the target org browser. 2. In the source org browser, choose the source object. In the target org browser, choose the target object. In the example above, a new mapping will be created between the Account Object in the source org and the Account Detail object in the target org. Phone: Fax: info@ucinnovation.com 24

25 3. In the source browser, select the source field, and drag the field from the source browser to the target field in the target browser. In the example above, the Account s Account Name will be mapped to the Account Detail s Account Description. 4. A progress bar will display while the mapping is being updated. 5. Click OK to confirm success. 6. Repeat steps 3-5 for each field that should be mapped from the source object to the target object. Phone: Fax: info@ucinnovation.com 25

26 7. Review the new mapping in the target org browser. The light green boxes refer to the source org and the light blue boxes refer to the target org Import Mappings You can use Cloud Explorer to import new mappings to Cloud Explorer and update existing mappings. There are two types of mappings that can be imported to Cloud Explorer: CSV File Mappings Used when importing data from a CSV file directly to a Salesforce org object Org-to-Org Mappings Used when copying data from one Salesforce org to another Importing CSV File Mappings A CSV file mapping can be used when importing data from a CSV file directly to a Salesforce object using Cloud Explorer. CSV File Mapping format: Column 1 Column 2 <CSV header field 1> <CSV header field 2> <Salesforce field corresponding to the CSV header field 1 (could be label or API name tries to match label first)> <Salesforce field corresponding to the CSV header field 2 (could be label or API name tries to match label first)> Phone: Fax: info@ucinnovation.com 26

27 In the example mapping above, the CSV file mapping defines a custom mapping to the Accounts object in Salesforce. Column A defines the expected CSV file fields. Column B defines the equivalent Salesforce Account object fields. 1. Click on the Mapping menu option. 2. Choose the Object that you would like to create a mapping for. In the example above, a mapping will be uploaded for the Account object. 3. To import a new mapping, click on the Upload button. 4. Drag and drop the CSV file below OR click the section to bring up a Windows Explorer dialog box to select your file. Phone: Fax: info@ucinnovation.com 27

28 5. Click Upload. 6. A progress bar will be displayed while the file is being uploaded. 7. Click OK to confirm success. 8. Verify that the mapping has been uploaded Importing Org-to-Org Mappings An Org-to-Org mapping is used when copying data from one Salesforce org to another using Cloud Explorer s drag-and-drop copy functionality. Note: This feature is an alternative to the drag-and-drop approach defined in Create a Mapping through Drag-and-Drop. Phone: Fax: info@ucinnovation.com 28

29 Org-to-Org Mapping format: Column 1 Column 2 Notes <Source Org ID> <Target Org ID> Supports both 15 and 18 digit IDs <Source Org User ID> <Target Org User ID> Supports both 15 and 18 digit IDs <Source Object> <Target Object> <Source Field 1> <Target Field 1> Can be label or API name tries to match label first <Source Field 2> <Target Field 2> Can be label or API name tries to match label first In the example mapping above, the Org-to-Org mapping defines a mapping from the custom object Property in one Salesforce org to the Accounts object in another Salesforce org. Note: All orgs must be associated to the Cloud Explorer account before mappings can be imported. Tip: To view the Org IDs and User IDs required for the Org-to-Org Mapping: Click on the SFDC Orgs menu option. Click on the Columns button and select the Org ID and User ID columns. Phone: Fax: info@ucinnovation.com 29

30 View the Org ID and User ID columns for each org. 1. Click on the Mapping menu option. 2. Choose the Object that you would like to create a mapping for. In the example above, a mapping will be uploaded for the Account object. 3. To import a new mapping, click on the Upload button. 4. Drag and drop the CSV file below OR click the section to bring up a Windows Explorer dialog box to select your file Phone: Fax: info@ucinnovation.com 30

31 5. Click Upload. 6. A progress bar will be displayed while the file is being uploaded. 7. Click OK to confirm success. 8. Verify that the mapping has been uploaded. The light green boxes refer to the source org and the light blue boxes refer to the target org Export Mappings You can use Cloud Explorer to export existing mappings. 1. Click on the Mappings menu option. Phone: Fax: info@ucinnovation.com 31

32 2. Choose the Object that you would like to create a mapping for. In the example above, mappings for the Account object will be exported. 3. Optionally, click on the Columns button to select specific mappings to export. The first column is the target object. In this example, both the CSV_file_map.csv and UC Innovation mapping will be exported. 4. Click on the Export button to export to a CSV file. Phone: Fax: info@ucinnovation.com 32

33 5. Choose whether to Open or Save the file, and Click OK. The resulting file will be in CSV format. Phone: Fax:

34 6.3 Copy Settings Configure the Copy settings to customize how Salesforce objects are migrated from one Salesforce org to another. 1. Choose Settings Copy. 2. Edit the fields as desired: Field Object Description Use this field to select the Salesforce Object to update Copy settings for. Related Lists Tab Related Lists Use this area to select the Related Objects to be copied for the Object selected. The Related Objects can also be ordered using the up and down arrows to indicate in what order to copy the related objects. The order of the related objects should be based on the object dependencies. Related List Copy Cascade Level The number or levels or hierarchy to copy down to. The maximum number or levels if 5. A level of 0 indicates that only the object selected in the Object Field will be selected. A level of 1 indicates that all the related lists selected for the object will also be copied. A level of 2 indicates that the object, the related lists of the object and their related lists will also be copied. Parents Tab Parent Records Use this area to select the Lookup ID of the Parent Records to be copied for the Object selected. The Parent Records can also be ordered using the up and down Phone: Fax: info@ucinnovation.com 34

35 arrows to indicate in what order to copy the objects. The order of the parent records should be based on the object dependencies. Copy Direction Tab Copy Direction One Way Copies data from one org to another. Copying data back to the original org will result in a new record. Two Way Bi-directional copy. Copying records back and forth between orgs will result in the same records being updated. External ID Tab External ID Use this field to choose which external ID field will be used when copying the object records. The External ID is used to relate parent/child records. System Default Cloud Explorer will use the UCIN External ID fields to relate parent/child records. You may also choose a custom external ID field instead. Phone: Fax: info@ucinnovation.com 35

36 3. Click Update to save your settings. Repeat the steps above for each object you wish to copy. Phone: Fax:

37 6.3.1 Sample 1: Object Only In the example above, when the Account records are copied from one org to another, no other related list objects will be copied as the Related List Copy Cascade Level is set to 0. Phone: Fax:

38 6.3.2 Sample 2: Object Only using Custom External ID In the example above, when the Account records are copied from one org to another, no other related list objects will be copied as the Related List Copy Cascade Level is set to 0. Also, instead of the System Default External ID (UCIN External ID) to relate parent/child records during a copy, a custom external ID field (CE External ID) has been selected to be used instead. Phone: Fax: info@ucinnovation.com 38

39 6.3.3 Sample 3: Object with Related Lists In the example above, when Accounts are copied from one org to another, the related Contact and Opportunity records will also be copied over. This is because the Related List Copy Cascade Level has been set to 1, and the Contacts and Opportunities related list objects have been selected. Phone: Fax:

40 6.3.4 Sample 4: Object with Multiple Related List Levels In the example above, when Accounts are copied from one org to another, the related Contact and Opportunity records will also be copied over. However, the Related List Copy Cascade Level of 2 indicates that an additional level of related Contact and/or Opportunity records may need to be copied over as well. In this case, the Tasks related to the selected Opportunities will also be copied over, as the above Copy Setting for the Opportunity Object above indicates. Phone: Fax: info@ucinnovation.com 40

41 6.3.5 Sample 5: Object with Parent Records In the example above, when the Contact records are copied from one org to another, the Account records associated with the contacts will also be copied over, as indicated in the Parents tab. Phone: Fax:

42 6.4 Advanced Settings Configure the Advance settings to customize the Salesforce API to use and also to enable logging in Cloud Explorer. 1. Choose Settings Advanced. 2. Edit the fields as desired: Field Description API Tab DML Configurations Copy Method Determine whether Cloud Explorer will use the SOAP or Bulk API to copy records. Default is SOAP API. SOAP API Configurations SOAP API Create Records Batch Size The batch size to use when creating records using the SOAP API. SOAP API Upsert Records Batch Size The batch size to use when upserting records using the SOAP API. SOAP API Update Records Batch Size The batch size to use when updating records using the SOAP API. SOAP API Delete Records Batch Size The batch size to use when deleting records using the SOAP API. Bulk API Configurations Phone: Fax:

43 Bulk API Update Records Batch Size The batch size to use when updating records using the Bulk API. Bulk API Upsert Records Batch Size The batch size to use when upserting records using the Bulk API. Bulk API Delete Records Batch Size The batch size to use when deleting records using the Bulk API. Bulk API Concurrency Mode Whether to use parallel or sequential processing when using the Bulk API. Logging Tab Enable Logging Select whether or not to enable logging with Cloud Explorer. For more information, see Logging History in this document. Log Transaction Details Use this field to enable detailed logging. Logging details will be available to download from the logging page. This field is only available when Enable Logging is equal to True. Phone: Fax:

44 7 Explore Menu Use the Explore menu in Cloud Explorer to view, query, copy, delete, import, and export from Salesforce objects. 7.1 View You can use Cloud Explorer to view data from Salesforce objects defined in Explore Settings Object View 1. Click on the Explore menu option. This is the Object View. It displays all objects selected in the Explore Settings menu. By default, the objects are listed in a tile view. Each tile displays: Object Name # of records being queried / # of total records For more information, see the Query section in this document. Phone: Fax: info@ucinnovation.com 44

45 2. To switch to a Table view of the objects, click the Toggle button Record View 1. Click on the Explore menu option. 2. Click on an Object name. For example, select the Account object. If your object name is not displayed, make sure that it has been selected in the Explore settings page. For more information, see the Explore Settings in this document. Phone: Fax: info@ucinnovation.com 45

46 This is the Record View. By default, the records are displayed in a tile view, displaying the record name and ID fields. The view can also be changed to show up to 200 records per page. Use the numbered buttons on the bottom right corner to page through the records. Phone: Fax: info@ucinnovation.com 46

47 3. To switch to a Table view of the records, click the Toggle button. 4. Click directly on any record tile or any field value on the table to view the specific record directly in Salesforce. Note: Some objects are not viewable in Salesforce. For those objects, Cloud Explorer will direct to the home page instead. 7.2 Query You can use Cloud Explorer to query data from Salesforce. The Query function is used to select and display fields other than the default record name and ID of the record. It can also be used to filter from the default data set. 1. Click on the Explore menu option. 2. Click on an Object name. For example, select the Account object. If your object name is not displayed, make sure that it has been selected in the Explore settings page. For more information, see Explore Settings in this document. Phone: Fax: info@ucinnovation.com 47

48 3. Use the SOQL Query option in the top half of the page to query data from the selected object. Choose one or more Fields to query: Optionally, enter conditions to filter your data set. If you do not enter any conditions, all the data to which you have read access will be returned. 4. Review and edit the query as needed. Phone: Fax:

49 5. Click Run Query. The results of the query will be displayed as such: Note: Should the query return more than 200 records, use the pagination controls under the SOQL query section to page through the records. The SOQL query returns at most 200 records at a time, which are then displayed in the Tile/Table section. The Tile/Table section has its own pagination controls as well. Phone: Fax: info@ucinnovation.com 49

50 7.3 Copy You can use Cloud Explorer to copy data from objects in one Salesforce org to the same object in another Salesforce org. Cloud Explorer enables the user to copy whole objects, or specific records from one org to another. Copying is facilitated by using drag-and-drop functionality. Thus, it is required to have a separate Cloud Explorer browser open for the source org and the target org. Phone: Fax: info@ucinnovation.com 50

51 7.3.1 Copying an Object 1. Click on the Explore menu option in both the source org browser and the target org browser. 2. In the source browser, select the object to be copied, and drag the object from the source browser to the objects section in the target browser. A progress bar will display while the data is being copied over. 3. Click OK to confirm success. 4. Verify that the data has been copied over. Note: Objects can also be dragged-and-dropped using the table view. They can also be dragged from the Object View directly to a Record View. Phone: Fax: info@ucinnovation.com 51

52 7.3.2 Copying Records 1. Click on the Explore menu option in both the source browser and the target browser. 2. In both browsers, click on the name of the object that you will be copying from and to, in order to view the records. 3. In the source browser, select the record to be copied, and drag the record from the source browser to the records section in the target browser. A progress bar will display while the data is being copied over. 4. Click OK to confirm success. Phone: Fax: info@ucinnovation.com 52

53 5. Verify that the data has been copied over. Note: Records can also be dragged-and-dropped using the table view. They can also be dragged from the Record View directly to the Object View Copying Desktop Files You can also copy files from your computer, and attach it directly to a record using Cloud Explorer. This will create an attachment record associated with the record selected. 1. Click on the Explore menu option in the target browser. 2. Click on the name of the Object that you would like to copy to, in order to view the records. 3. Open a Windows Explorer dialog box, and navigate to the folder for the file(s) you would like to attach to the Salesforce Record. Phone: Fax: info@ucinnovation.com 53

54 4. In the Windows Explorer dialog box, select the file(s) to be attached, and drag the file(s) record in the target browser. 5. Click OK to confirm success. 6. Verify that the data has been copied over. Phone: Fax:

55 7.3.4 Multi-Select Copying You can select multiple records to copy over at once. There are several ways to multiselect records. Once the records to be copied have all been selected, use the drag-and-drop copy function to move them from the source org browser to the target org browser Drag and Select Multiple Items In the Record View, clicking and dragging a box around the items that you want to select will select all records within that box. To do this, click and hold your left mouse button on the top left portion of where you want to start highlighting and then drag the box until the last item has been highlighted. This also works in a table view: Phone: Fax: info@ucinnovation.com 55

56 Select Multiple Items Grouped Together 1. Navigate to the Record View for the items you wish to copy. 2. Press and hold the Shift key. 3. Click the first item, and while holding Shift, click the last item. Phone: Fax:

57 Select Multiple Items Not Grouped Together 1. Navigate to the Record View for the items you wish to copy. 2. Press and hold the CTRL key. 3. While holding down the Ctrl key, click each of the other files you want to select. Phone: Fax:

58 7.4 Delete You can use Cloud Explorer to delete data. Similar to the Cloud Explorer Copy function, the Delete function uses drag-and-drop functionality. To delete an object or record: 1. Click on the Explore menu option. 2. Navigate to the Object View or Record View for the item(s) you wish to delete. 3. Select one or more items to be deleted. 4. Drag the items to the Trash Can located at the bottom of the page. In the example above, the delete takes place from the Object View. Dragging an object to the trash can will delete all records for the object, subject to the query constraints defined for the object. In this case, all the Account records will be deleted. In the example above, the delete takes place from the Record View. Only the selected records will be deleted from the Account object. Phone: Fax:

59 5. Click OK to confirm deletion. 6. Click OK to confirm success. 7. Verify that items have been deleted. 7.5 Data You can use Cloud Explorer to import data to Salesforce. Data can be imported using a CSV file. 1. Click on the Explore menu option. Phone: Fax: info@ucinnovation.com 59

60 2. Navigate to the Object View or Record View for the item(s) you wish to import. 3. To import records to an object, click on the Upload button. 4. Choose the Salesforce object to import records into. 5. Choose a CSV Mapping file. This mapping file defines how the columns in your CSV file map to Salesforce fields. The System Default mapping file will match the CSV header columns to the target object column labels, otherwise it will try to match to the API name to map the data. Custom mappings can be uploaded in the Mapping Settings menu. 6. Drag and drop the CSV file below OR Click the section to bring up a Windows Explorer dialog box to select your file. Phone: Fax: info@ucinnovation.com 60

61 7. Click Upload. A progress bar will be displayed while the file is being uploaded. 8. Click OK to confirm success. 9. Verify that data has been uploaded. Phone: Fax: info@ucinnovation.com 61

62 7.5.1 Import File Examples CSV File Import using System Default Mapping File Below is an example of a CSV file to upload new records into the Salesforce Accounts object using the System Default mapping. The System Default mapping can be used because the header columns in the import file match the Account field labels. API names can also be used instead of the Salesforce field labels CSV File Import using Custom CSV Mapping File Below is an example of a CSV file to upload new records into the Salesforce Accounts object using a custom CSV file mapping. A custom CSV file mapping is used in this case because the header columns do not match the Account object field labels or API names. Phone: Fax: info@ucinnovation.com 62

63 The custom CSV file mapping was previously loaded in the Mapping Settings menu, and can be referenced during the upload Updating Records In order to update existing records in Salesforce using Cloud Explorer, import files should include the existing record ID or an External ID field in order for Cloud Explorer find a match. Example 1: Using Record IDs to Update Records In this example, we will update the phone number in the following Account records: Phone: Fax: info@ucinnovation.com 63

64 The existing Salesforce Account ID field is included in the data file to be uploaded, along with the phone number updates. After the file has been uploaded, note the changes in the phone number field. Example 2: Using UCIN External IDs to Update Records Cloud Explorer can also use External ID fields to update records in Salesforce. When including an External ID field in the import file, Cloud Explorer will try to match that value with an existing record with the same External ID value. When importing data from another system, it is strongly advised that the record ID fields from the source objects be imported into External ID fields on the target objects. In the example below, the UCIN External ID field has been included in the initial Account import file. That field contains the record IDs from the source object. When updating records in Salesforce, you can include any External ID field instead of the Salesforce ID field in order for Cloud Explorer to match the records. Phone: Fax:

65 In the sample file below, the existing UCIN External ID field is included in the data file to be uploaded, along with the phone number updates for the Account Object. After the file has been uploaded, note the changes in the phone number field Relating Records using UCIN External ID Field Cloud Explorer relies on External ID fields to relate records to each other. To define the external IDs within an import file, the header columns should be formatted accordingly: Field Reference Name : External ID Field Reference Name : External ID : Object Name External ID is referencing (lookup fields that can reference more than one object type, such as the Related To field for the Task object) Example 1: Contact Upload File that defines Account ID In this example, Accounts from another system have already been imported into Salesforce. Contacts from the same source system need to be imported for the following Account: Account Name: House A External ID: 123H1 Since we will want to keep the relationship between the Contacts and Accounts, in Column D, we have indicated that the Account lookup should reference the Account record with UCIN External ID = 123H1 The assumption is that Account records were imported with their External IDs loaded into the UCIN External ID field. Phone: Fax: info@ucinnovation.com 65

66 After the import, the Contacts have been successfully associated with the correct Account. Example 2: Task Upload File that defines Related To Account ID In this example, Accounts from another system have already been imported into Salesforce. Tasks from the same source system need to be imported for the following Account: Account Name: House A External ID: 123H1 Similar to Example 1, we will want to keep the relationship between Tasks and Accounts. In Column D we have indicated that the Related To lookup should reference the Account record with UCIN External ID = 123H1 The assumption is that Account records were imported with their External IDs loaded into the UCIN External ID field. After the import, the Tasks have been successfully associated with the correct Account. Phone: Fax: info@ucinnovation.com 66

67 7.5.2 Importing Attachments You can use Cloud Explorer to import attachments to Salesforce. To import attachments, two types of files are required: <file_name>.zip file: This zip file should contain all the attachments to be imported. <file_name>.csv file: This csv file is a manifest file for the attachments in the zip file and contains the data for each record. The CSV file should be formatted as follows: The Name field is the file name of the attachment. The ParentId field identifies the parent record, such as an account or a case, for the attachment. The Body is the relative path to the attachment in the ZIP file, preceded with a # symbol. For example, #attachment1.txt or #subdir/attachment2.doc. Sample CSV file: To import attachments: 1. Click on the Explore menu option. 2. Navigate to the Attachments object. Phone: Fax: info@ucinnovation.com 67

68 3. To import records to an object, click on the Upload button. 4. Drag and drop the CSV manifest file and ZIP file containing the attachments below OR Click the section to bring up a Windows Explorer dialog box to select your files. 5. Click Upload. A progress bar will be displayed while the file is being uploaded. 6. Click OK to confirm success. 7. Verify that data has been uploaded. Phone: Fax: info@ucinnovation.com 68

69 7.6 Export Data You can use Cloud Explorer to export data from any Cloud Explorer table view. Note: Up to 200 records can be exported from a table view at a time Object List Export 1. Click on the Explore menu option. This will take you to the Object View. 2. Click on the Toggle button to display a list view of the records. Phone: Fax: info@ucinnovation.com 69

70 3. Click on the Export button to export to a CSV file. 4. Choose whether to Open or Save the file, and Click OK. The resulting file will be in CSV format. Phone: Fax: info@ucinnovation.com 70

71 7.6.2 Record List Export Click on the Explore menu option. 1. Click on the Explore menu option. 2. From the Object View, click on the Object which you want to export records for. 3. Optionally, enter a SOQL query to refine the fields and records returned. For more information, see the Query section in this document. 4. Click on the Toggle button to display a list view of the records. Phone: Fax: info@ucinnovation.com 71

72 5. Click on the Export button to export to a CSV file. 6. Choose whether to Open or Save the file, and Click OK. The resulting file will be in CSV format. 7.7 Logging History You can use Cloud Explorer to view logging history for objects and records that were copied and/or deleted. Note: The Logging History page will only display the last 100 logged activities. 1. Click on the Explore menu option. This will take you to the Object View. Phone: Fax: info@ucinnovation.com 72

73 2. Click on the Logging button to display the logging history page. 3. If the Log Transaction Details setting was enabled in the Settings Advanced menu at the time of the Cloud Explorer transaction, a detailed CSV zip file will be available to download from the Actions column. Click on the Download CSV link to download the file. 4. Choose whether to Open or Save the zip file. The zip file will contain two files: Transaction Details for the Source Object Transaction Details for the Target Object Note: For Delete operations, the Target file will be empty. Phone: Fax: info@ucinnovation.com 73

74 5. Each of the individual files will contain detailed information about which records were copied or deleted for that Cloud Explorer transaction. Phone: Fax:

75 8 Admin Use the Admin menu to define Cloud Explorer user roles and object access for additional users in the same organization. 8.1 User Roles Configure the User Role menu to view Cloud Explorer users, and to define user roles. To view user roles: 1. Choose Admin User Roles. Phone: Fax:

76 2. To change a user role, click Edit from the above screen. Administrators have access to all objects. Users with a Standard Role are restricted by the objects selected in the Admin Explore menu. 3. Select the new user role, and click Save. 8.2 Explore Configure the Admin Explore settings to select which Salesforce objects that Standard users can have access to within Cloud Explorer Adding Object Access to Standard Users 1. Choose Admin Explore. 2. Select one or more Objects in the Available Objects section. Phone: Fax: info@ucinnovation.com 76

77 3. Use the single right arrow to move the highlighted objects to the Selected Objects section. Alternatively, you can use the double right arrow to move all objects from the Available Objects section to the Selected Objects section Removing Object Access for Standard Users 1. Choose Admin Explore. 2. Select one or more Objects in the Selected Objects section. Phone: Fax:

78 3. Use the single left arrow to move the highlighted objects back to the Available Objects section. Alternatively you may use the double left arrow to move all objects from the Selected Objects section back to the Available Objects section. 8.3 Tools Configure the Admin Tools settings to remove UCIN External ID fields (created by Cloud Explorer) from selected objects. Phone: Fax:

79 1. Choose Admin Tools. 2. Select one or more Objects in the Available Objects section. 3. Use the single right arrow to move the highlighted objects to the Selected Objects section. Alternatively, you can use the double right arrow to move all objects from the Available Objects section to the Selected Objects section. 4. Click Remove to proceed with removing the UCIN External ID fields from the selected objects. Phone: Fax:

80 8.4 Login History Use the Admin Login History settings to view the login history of the logged in Salesforce org of all users in the organization from Cloud Explorer. 1. Choose Admin Login History. You may choose to export this information to a CSV file, by selecting the button. Phone: Fax: info@ucinnovation.com 80

81 9 User Use the User menu to view their Cloud Explorer account and login information. It also provides a link to log off of Cloud Explorer. 9.1 My Account To view Cloud Explorer Account Details: 1. Choose <User Name> My Account. 2. View Cloud Explorer Account details. Phone: Fax: info@ucinnovation.com 81

82 9.2 My Login To view Cloud Explorer Login Details: 1. Choose <User Name> My Login. 2. View Cloud Explorer Login Details. 9.3 Logout To log off Cloud Explorer: 1. Choose <User Name> Logout. Phone: Fax:

83 10 Support This menu item links to UC Innovation s Cloud Explorer support website where users have access to the latest documentation, and can enter and view service requests related to Cloud Explorer via the Customer Support Portal. Phone: Fax: info@ucinnovation.com 83