SKYVVA Integration Cloud App - Free Dataloder -

Transcription

1 SKYVVA Integration Cloud App - Free Dataloder - Complex Use Case: User wants to at the same time into Salesforce Account, Contact and Asset Object October 2016

2 SKYVVA s Free Dataloader is part of the SKYVVA s Integration Cloud App and is a native force.com App. As a true Cloud Service - data can be uploaded over the Web without the need to install any software or hardware. SKYVVA s Free Dataloader is perfectly suited for business analyst and administrator to manage the import of critical business information such as accounts, contacts, assets products, leads or orders in a timely manner without being reliant on limited IT resources. Based on an intuitive (Salesforce Look & Feel) Web interface - SKYVVA s Free Dataloader is very easy to configure (No Coding) and maintain. The Free Dataloader is installed as a tab 'Integration' directly in the Salesforce menu bar. Fields are mapped by a visual editor, data are transformed using a formula editor. All operations are executed in the familiar Salesforce Look & Feel. Business analysts or administrator get alerted about failure in the service and are enabled to resolute data transforming or process logic without IT help via a message board.

3 Complex Use Case: User wants to Import Account, Contact and Asset data at the same time into Salesforce Account, Contact and Asset object Solution: We use our IChained Interface functionality. Since Account Object is parent and Contact and Asset is child and data of Account, Contact and Asset are sent at the same time. In this use case we need to create a integration and three interfaces -Account, Contact and Asset - with different data mappings and use two Chained Interfaces to bind between Account Interface, Contact Interface and Asset Interface. Where Account is the parent interface and Contact and Asset are the child interfaces. Here is how it works and let s get started The first step is to create a new Integration to upload our csv file. On the Menu Bar you see the Integration tab -> click on Integration tab Click on Integration tab and on 'New' Our Integration Tab on Salesforce Menu bar We give our Integration a name (1) and a short description (2) of the use case for this integration.

4 Integration Name and Integration Description Click on 'Save' (3) and we have created an Integration to upload our csv file. The next step is to create the Interface for the Account Object. We click on the Integration tab... Create new Interface and the on 'New Interface' Button.

5 Create new Interface We give our Interface a Name (1) and change the Status to Deploy (2) and choose in Source Name (3) the proper SObject -> Account Interface Setup We click on 'Save' (4) and created our Account Interface. Name of a Interface - Account Interface

6 The next step is to create the contact interface for the contact data. We click on the interface tab and on then on new interface and give this interface a Name (1) for example -> Contact Interface SObject in Source Name We change the Status (2) of this interface to deployed and choose the proper Salesforce object (3) in our case we choose the contact object. All other fields can be remaining as default and we click on save (4) and see our Contact interface. List of existing Interfaces Finally we need the Asset Interface for the asset data. We click on New Interface Button and give our interface a Name (1) for example -> Asset Interface

7 We change the Status (2) of this interface to deployed and choose the proper Salesforce object (3) in our case we choose the contact object. All other fields can be remaining as default and we click on save (4) and see our Asset interface. We have finished the setup of our interfaces The next stage is the data mapping in each of our created Interfaces We start with the account interface and click on the account interface link and in Interface Detail we see our Source definition and Mapping area.

8 Interface Detail Source Definition and Mapping Area On the right hand side we see the 'Target' Salesforce or Custom objects and on the left hand side the Source site. To create the Account source structure we choose in the Source Definition area first the CSV Separator (Semicolon) (1) for our csv file and click on Search (2) and choose your proper csv file and open it.

9 .csv file uploaded sucessfully You see the Message that the csv file upload was successful and then click on Save (4). Confirm the Message In the reloaded Mapping area we see now our source structure with all fields. Now we can start with the Account Data Mapping We choose the SObject Account and start with the data mapping. This simply goes with drag and drop and we start with the AccountNumber field.

10 Note: for each object, it is required to have an External Id (1) field which is to be used for synchronization with external system. This external id field must be unique in order to avoid duplicate records on each object. We Save (2) our data mapping and confirm the message. Data successfully saved Account Interface - Data Mapping We have finished our Account Interface setup and start with Data Mapping on Contact Interface. On Integration page click on Interface Button and then on Contact Interface Link.

11 In Interface Detail we see our Source Definition and Mapping area. On the right hand side we see the 'Target' Salesforce or Custom objects and on the left hand side the Source site.

12 To create the Contact source structure we choose in the Source Definition area first the CSV Separator (Semicolon) (1) for our csv file and click on Search (2) and choose your proper csv file and open it. You see the Message that the csv file upload was successful and then click on Save (4). Now we can start with the Contact Interface Data Mapping Drag & Drop Source field right to the Target fields. We choose the SObject Contact and start with the data mapping. This simply goes with drag and drop and we start with the field. Note: for each object, it is required to have an External Id (1) field which is to be used for synchronization with external system. This external id field must be unique in order to avoid duplicate records on each object.

13 We Save (2) our data mapping and confirm the message. Contact Interface - Data Mapping We have finished our Contact Interface setup and start with Data Mapping on Asset Interface. On Integration page click on Interface Button and then on Asset Interface Link.

14 In Interface Detail we see our Source Definition and Mapping area.

15 On the right hand side we see the 'Target' Salesforce or Custom objects and on the left hand side the Source site. To create the Contact source structure we choose in the Source Definition area first the CSV Separator (Semicolon) (1) for our csv file and click on Search (2) and choose your proper csv file and open it. You see the Message that the csv file upload was successful and then click on Save (4). Now we can start with the Asset Interface Data Mapping We choose the SObject Contact and start with the data mapping. This simply goes with drag and drop and we start with the Contact_Name field. Note: for each object, it is required to have an External Id (1) field which is to be used for synchronization with external system. This external id field must be unique in order to avoid duplicate records on each object.

16 We Save (2) our data mapping and confirm the message. Asset Interface - Data Mapping Now we have created our integration and the necessary interfaces and we need to create the Interface Chain between the Account, Contact and Asset Interface.

17 Create Ichained Interfaces Notice: Messages to be sent into Salesforce includes Account, Contact and Asset information. At a single call, it is required that data ins integrated into Account, Contact and Asset Object. We need to create two chained interfaces and go to our Interface page and click on Account Interface link. In Account Interface Detail Page we scroll down to the Ichained Interface area. Create IChained Interfaces We click on the New IChained Interface Button and see the IChained Interface setup page.

18 We can see our Parent Interface is the Account Interface. As Child Interface we select the Contact Interface (1) and choose Account ID (2) for Parent Relationship Name/ Foreign Field and click on Save (3). We repeat this step for the Asset Interface as Child Interface. We can see our Parent Interface is the Account Interface. As Child Interface we select the Contact Interface (1) and choose Account ID (2) for Parent Relationship Name/ Foreign Field and click on Save (3). Parent (Account) / Child (Contact & Asset) Relationship Now we have finished our setup for the IChained Interfaces.

19 Data Mapping with VLOOKUP Formula Wizard In Order to finish our Integration, we need to build our Relationship from the Asset and Contact Object to the Account Object. Therefore we need to extend our existing data mapping with a VLOOKUP formula used with our formula wizard. We go to our Interface page and click on Asset Interface link. Asset Interface link In Asset Data Mapping we need to map the AccountId and ContactId as Reference to the Account and Contact Object. Tick on the Formula field (1) and double click on ContactId field (2)

20 ...and you get into our formula wizard Formula Wizard

21 In Functions choose from the picklist VLOOKUP and click on Button 'Insert Selected Function' and you will get in the Expressions area the structure of the VLOOKUP formula. VLOOKUP Structure In VLOOKUP we need from Contact the Id and select where LastName is equal to the value of Name for send message.

22 After we have build our VLOOKUP formula we can Test Formula (2) and we get an Output as result. We can save now our VLOOKUP formula (3). We repeat the same steps for the AccountId referencing. In VLOOKUP we need from Account the Id and select where Name is equal to the value of AccountName for send message.

23 Then we click on Save an have finished the Asset Interface. Finally we need relationship from Contact Object to Account Object. We go to our Interface page and click on Contact Interface link. In Contact Data Mapping we need to map the AccountId as Reference to the Account and Object.

24 Then we click on Save (3)...

25 and we click on Save again and we have finished the Data Mapping. Now we are ready to upload our csv file We go to our Integration Detail page and click on the Manual Load link.

26 On the Manual Load page we choose our CSV Separator (1) and click on Search (2) and choose your proper csv file and then open it and then click on the Upload (3) Button. In the Data area we see the structure of our csv file and in the Total Records Found area you can choose now which data you want to upload.

27 You can select either 'Select All' (1) or choose different records on the left side (1).

28 Then we click on the Push (2) Button to upload the data into Salesforce and you get message that the process has started. Click on the Message Board (3) Button and you come to the Message Board Overview. In the Message Board you can see on the Storage Usage area a short overview about your storage usage. In the Filters (2) area you can search for different criteria e.g. Integrations, Interfaces, Message Status or Date. In the Message (3) area you can see the messages and see if it got posted. Click on Search (4)...

29 ...and you see the status of the upload records with the Status green. Which means the upload was successful and is completed. As example you can jump into the detail of a message. Click on a Message Name link and you see the Message Details.

30 You see the different Account field names (Name) and its content (Value). Besides you can jump directly to a Related Account. Click on one of the Related To Link.

31 ...and verify the uploaded Account Data in the Account Detail. Now we have finished our Integration to import Account, Contact and Asset Data into Salesforce with a csv-file at the same time.

32 Please don't hesitate to reach out to us with any questions or requests.