Salesforce Integration

You can import and expert some user data using standard CSV format. This interface allows an exchange of data between the platform and Salesforce.

Exporting data

Content Managers can export via:

The resulting CSV file contains one line per user. The first line of the file contains column headings.

Data related to user membership within Groups can be downloaded in a similar manner from the Groups tab. The resulting CSV file contains one line per user/group combination. The first line of the file contains column headings.

Uploading into Salesforce

The exported CSV file can be uploading in Salesforce using a variety of tools such as:

You should be familiar with Salesforce CSV file import format, as described in Salesforce Knowledge Article 000233560 Prepare a CSV file for import or update in Salesforce

Note the treatment of blank fields: Salesforce ignores a field if it is blank. If you want to set the value to blank, set the CSV field to #N/A.

Similarly, we export dates using the display preference set for your site, MM/DD/YYYY. If you need to convert the format of dates, you may be able to do this by loading the CSV file into Excel and (using its Text Import Wizard) select the input format to match your site. Once the file is imported into Excel, change the display format of the date column(s) to match your Salesforce representation and then export a new CSV. Alternatively, you may be able to use a Salesforce transformation spec described next as part of data mapping.

Mapping Data Fields

Reference: Mapping Data Fields

How you map fields from TrustedPeer to your Salesforce implementation in beyond the scope of a simple help page, and requires deep knowledge of your implementation. However, the basic import can be aided through the use of a transformation spec.

In a nutshell, the spec describes how to map between TrustedPeer fields and Salesforce fields, together with some simple transformation rules.

For example,

Salesforce FieldCSV HeaderValueHint
FirstNameFirst Name
LastNameLast Name
PhoneTelephone
IsEmailBouncedEmail ValidFalse
LastActivityDateLast Login MM/dd/yyyy
The above spec will load the CSV column named First Name into a Salesforce column named FirstName.

Actually a spec is also a CSV file, rather than an easily readable table, so it would really look like:

    Salesforce Field,CSV Header,Value,Hint
    FirstName,First Name,,
    LastName,Last Name,,
    Phone,Telephone,,
    IsEmailBounced,Email Valid,,False
    LastActivityDate,Last Login,,MM/dd/yyyy

Note the last two lines with "hints":

IsEmailBounced
This line uses the hint to convert our Email Valid field to its opposite Salesforce IsEmailBounced field. Because the Hint column is used with boolean fields to determine truthiness, our value "True" does not match the hint, which will results in a "False" value being loaded into Salesforce.
LastActivityDate
Though not an exact match semantically, this demonstrates using a hint to convert a date from one format to one that is acceptable to Salesforce.

Ultimately, only you can determine where to load CSV field into Salesforce. For help related to this platform, contact support@trustedpeer.com.

* TrustedPeer is not affiliated with Salesforce. This information is provided as a guide to integration: Check your Salesforce documentation for current information with respect to its import / expert wizards.

See also:

Search:

Was this information helpful?
 
Suggestions for improvement?

Still need help?

Loading...