How to Import a File in Salesforce to Upload Data

Introduction

This folio describes how to upload files to Salesforce using Data Loader. To demonstrate, nosotros use an example of uploading 4 local files to a binder within Salesforce.

Begin a New Insert

Within the Cloud Data Loader, begin a newInsert operation. There are several means to start a newInsert:

• In theGetting Started tab, click theInsert push button.

• In theProject Explorer underInformation Operations, expandInserts and double-click onNew Insert....
• Click theWizard Wand icon and selectInsert.
• Become toFile >New >Jitterbit Connect >New Insert.

Enter Salesforce Credentials

After commencement a newInsert, you will be brought to theLogin screen.

1. Enter your Salesforce credentials.

   Annotation: Your Salesforce credentials will prepopulate if yous have already saved the connection details inside the Deject Data Loader.

2. ClickExamination Salesforce Login to ostend you have a successful connexion.
3. ClickNext to continue.

Select Salesforce Object

You lot should at present be on theObject screen.

1. UnderSelect The Salesforce Object, select the type of object within Salesforce that you want to insert. The object may be standard within Salesforce or custom-defined.

   Instance: In the example, we use the standard Salesforce object Document because we want to upload document files to Salesforce.

   

2. ClickAdjacent to continue.

Set up Source Location

You should now be on theSource screen.

1. Showtime, you need to create a CSV file that contains a list of "file names" of the files you want uploaded.

   EXAMPLE: In the case, we have four images in a folder chosen Exam located on the C drive of the local machine. To generate the CSV, we have copied the file names into Notepad and saved the file every bit book1.csv.

   

2. NetherSelect Where Your Source Data Comes From, specify the location where you saved your CSV file with the names of the files you desire to upload.

   Instance: In the example, we created our CSV file in a folder called Examination located on the C bulldoze of the local motorcar. So we choose Local File in the dropdown and scan to C:/Test/book1.csv.

   

3. ClickNext to continue.

4. You may run across a prompt showing the contents of the selected file. If correct, clickProceed.

   Note: This prompt appears only the commencement fourth dimension the file is used.

5. NetherSelect File Type, select the type of source file you created. Here y'all tin can specify whether the file has a header, if it's a single-column file, or if the file has multiple columns that are delimited.

   Example: In the example, our book1.csv is a single column and does not take a header, so we choose CSV file, without header.

6. ClickAdjacent to keep.

Define Schedule and Options

You should now be on theSchedule screen.

1. UnderSchedule & Options, use the dropdown to selectNone for no schedule orCreate New... to define schedule parameters.

   Example:  The example is for a i-fourth dimension upload, so we will select None .

   

2. ClickMap & Stop to complete the insert setup.

Map Fields within the Transformation

You should now see two tabs: Inserts  and Transformations .

• The Inserts  tab provides a summary of all the elements you lot just divers with the Insert Wizard . If y'all need to alter any, you can do then here by clickingEdit next to the line you want to change.
• TheTransformations tab shows the mapping of fields from theSource toTarget. You volition need to configure these before running the insert operation. The mapping process is described beneath.

Within theTransformations tab, consummate the steps below to map the fields from yourSource (left side) to theTarget(correct side):

1. Click and elevate the Source side file name field to both theBody field and the Name field in theTarget side.

   EXAMPLE: In the instance, our Source field is labeled F1 by default. If your source file independent column headers, you should use the field with the name of the file to map to the Target fields Torso and Proper noun.

   

2. Side by side, you demand to ascertain the specific field within Salesforce that yous want to upload to.

   EXAMPLE: In the case, we want to upload our files to a Salesforce binder, so nosotros need to define the ID of the specific folder nosotros want to upload to.

   1. To find the specific folder ID, web browse to your desired target folder inside Salesforce. The last fifteen characters in the URL is the binder ID.

      

   2. Double-click on theFolderId field on the Target side to open theFormula Builder window.

      

   3. In theFormula Builder, articulate the script from the formula box and input the specific folder ID obtained above. Then clickOK.

      

3. Optional: If you included other columns in your source CSV file, you lot should as well map or define these fields at this time.

4. When consummate, clickFinish to save theTransformation.

Define Source of the Upload

Next, you will need to define where the files you lot desire to upload are located. To exercise this, you need to create a newConnection.

1. In theProject Explorer netherConnections, right-click onSources and selectNew Source.

2. In the popup, select the blazon of location where the files you lot want to upload are, then clickContinue.

   EXAMPLE: In the case, we chose Local File considering the files are on the local machine.

   

3. Proper noun your source and fill out the fields for your source location.

   EXAMPLE: In the example, we've specified the local file path where our files are located. In the Get Files box, we've used wildcards in social club to get all files in the source location.

   

Adjust Mapping to Include Source

With the source of the files now defined, in that location are some adjustments to brand within the mapping.

1. Go to theInserts tab or reopen the tab by double-clicking your insert in theProject Explorer. Side by side toMappings, click theEdit button.

   

2. Double-click on theTrunk field on theTarget side to open theFormula Builder.

   

3. Highlight the data inside the <trans> and </trans>. Then within theFunctions tab beneath, expandCryptography and double-click on Base64EncodeFile.

   Annotation: Base64EncodeFile allows u.s.a. to take binary data and convert it to ASCII for submission to Salesforce.

   

4. In the popup window, select theSource you defined with the location of the files y'all want to upload and clickOK.

   Case: In the example, we named our Source "Test," then this is the one we cull. This is non the CSV file with the names of the files.

   

5. The script should now display the specificSource you lot divers. Now highlight the "..." within the script and double-click the field where the file name is located. Then clickOK.

   EXAMPLE: In the example, the default name was F1, then this is the field we utilize.

   

Run the Performance

TheInsert operation should now be fully set up and ready to run.

1. Return to theInserts tab and clickRun Insert.

   

2. If the operation is successful, you should run into a popup summarizing the results. Y'all can clickView success file to see more than detail.

   

3. Y'all can also browse to the target Salesforce folder to encounter the files yous accept uploaded.

   

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Source: https://success.jitterbit.com/display/DOC/Uploading+Files+to+Salesforce+with+Data+Loader

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