OneCloud has some very convenient features to help with the integration, automation, and management of your Anaplan environment. These features can be combined with a variety of touch points that OneCloud has with other technologies including Salesforce, Workday, Google Drive, Box, NetSuite, and relational databases. This quick-start guide walks users through the OneCloud setup to optimize for Anaplan.

Step 1: Get Access to OneCloud

New Company

If your company is not yet registered, visit https://app.onecloud.io/trial to sign up for a full-use trial of OneCloud.

Existing Company

If your company is already a OneCloud customer and you would prefer to use your primary OneCloud environment for this tutorial, please contact your OneCloud system administrator. This will ensure you are added to a security group with Workspace administrator access. Please contact support@onecloud.io if you require additional guidance.

Step 2: Get Started

The 12 tasks below will jumpstart users looking to optimize their Anaplan experience. The estimated time to progress through the content below is two hours and 25 minutes. The exercises below build off one another. However, the four "uploading" tasks do not need to be completed.

Task

Summary

Time (minutes)

Configure a Workspace for Anaplan Integration

Create Workspace Variables and Environments for best practices Life Cycle Management.

10

Create an Anaplan Connection

Create a standard connection to Anaplan to exchange data, run actions & processes, and perform other tasks.

10

Create a Relational Connection

Create a connection to either a relational database to query, load and execute Commands.

5

Create a Salesforce Connection

Create a connection to Salesforce to exchange data.

5

Load Data to Anaplan from a Flat File

Load a sample text file to Anaplan as a staging Import Data Source.

10

Simple Transformations

Add a column for a unique ROW ID and strip a column in the flat file.

10

Upload Relational Data to Anaplan

Load a sample data set from a relational database to Anaplan as a staging Import Data Source.

10

Upload Salesforce Data to Anaplan via Custom Report

Load a sample Salesforce custom report to Anaplan.

15

Upload Salesforce Data to Anaplan via SQL Query

Load Salesforce data to Anaplan via Salesforce Object Query Language (SOQL)

15

Upload Anaplan Data to Salesforce with Bulk Update

Use run history to see who ran what, where, when and how.

25

Chain Promotion

Learn how to promote a chain from one Environment to the next.

10

Step 3: Go Further with Anaplan

Visit the collection of Anaplan related articles Integration Studio Premium BizApps to acquire further understanding of the capabilities OneCloud provides ...



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