This tutorial demonstrates how to load data into Salesforce from Anaplan. To ensure this tutorial works properly, first create a simple Anaplan Model with some sample Salesforce data and then build a OneCloud chain to extract updated opportunities from Anaplan and load to Salesforce.
Step 1: Setup up Anaplan Model
Create a new Anaplan Model: "Anaplan to Salesforce Tutorial"
Create an Anaplan List: "Salesforce Opportunities List" and load with the following values:
0061U0000030NnfQAE 0061U0000030NngQAE 0061U0000030NnhQAE 0061U0000030NniQAE 0061U0000030NnjQAE 0061U0000030NnkQAE 0061U0000030NnlQAE 0061U0000030NnmQAE 0061U0000030NnnQAE 0061U0000030NnoQAE 0061U0000030NnpQAE 0061U0000030NnqQAE 0061U0000030NnrQAE 0061U0000030NnsQAE 0061U0000030NntQAE 0061U0000030NnuQAE 0061U0000030NnvQAE 0061U0000030NnwQAE 0061U0000030NnxQAE 0061U0000030NnyQAE 0061U0000030NnzQAE 0061U0000030No0QAE 0061U0000030No1QAE 0061U0000030No2QAE 0061U0000030No3QAE 0061U0000030No4QAE 0061U0000030No5QAE 0061U0000030No6QAE 0061U0000030No7QAE 0061U0000030No8QAE 0061U0000030No9QAE
Create a new Anaplan Module: "Salesforce Opportunities" with "Salesforce Opportunities List" as rows and the following Line Items as columns:
Copy and paste the following values into the Module's Regular View:
Sample Salesforce Opportunities
Dickenson Mobile Generators - Updated Name 22000 United Oil Office Portable Generators 125000 Express Logistics Standby Generator 220000 GenePoint Standby Generator 85000 Grand Hotels Kitchen Generator 15000 United Oil Refinery Generators 270000 United Oil SLA 120000 Grand Hotels Guest Portable Generators 250000 Edge Emergency Generator 75000 University of AZ Portable Generators 50000 Pyramid Emergency Generators 100000 Express Logistics Portable Truck Generators 80000 GenePoint Lab Generators 60000 GenePoint SLA 30000 United Oil Installations 270000 Edge Installation 50000 Edge SLA 60000 United Oil Installations 270000 Grand Hotels Generator Installations 350000 United Oil Refinery Generators 915000 University of AZ Installations 100000 Express Logistics SLA 120000 University of AZ SLA 90000 Burlington Textiles Weaving Plant Generator 235000 United Oil Installations 235000 United Oil Emergency Generators 440000 Grand Hotels SLA 90000 United Oil Standby Generators 120000 Grand Hotels Emergency Generators 210000 United Oil Plant Standby Generators 675000 Edge Emergency Generator 35000
Create a new Anaplan Export Action with the following properties:
Tabular Multiple Column
Export Definition Name
Salesforce Opportunities - Export.csv
Set as default file for
Step 2: Edit the Opportunity Data in Anaplan
Edit the data directly in the Anaplan Module with any changes deemed fit.
Step 3: Create a OneCloud Chain
From OneCloud Home select the "DEV" Environment.
Add a new Chain and name it "Anaplan Opportunities to Salesforce".
📓 If previous tasks in this tutorial were skipped and help is needed creating a new Chain, please reference the steps below:
Navigate to the "DEV" Environment of the "Sample Workspace for Anaplan".
💡 Workspaces is on the left-side navigation panel.
Select the "DEV" Environment.
Hover over the blue (+) icon near the lower-right corner. Click "Create a Chain".
Name the Chain "Anaplan Opportunities to Salesforce."
Step 4: Add a Command to Export Opportunities from Anaplan
Add the first Command, selecting Anaplan ➡️ Run Export Action with Data operation.
💡 Use the Find tool to search for "Anaplan".
Choose the Run Export Action with Data Command by double-clicking the icon, which will auto-load the Command into the Chain Start circle.
📓 Alternatively, click-and-drag the icon onto the pallet. Then move the icon in the Chain Start circle. The Chain Start will show a plus (+) icon indicating that the command may be placed at the start of the Chain.
Step 5: Edit the Command to Export Opportunities from Anaplan
Double-click the Command (or hover + pencil icon) to edit.
Rename the new Command "Export Opportunities".
Set the "Workspace" parameter to the variable "anaplan-workspace".
Set the "Model" parameter to the variable "anaplan-model".
Set the "Export" action parameter to "Salesforce Opportunities - Export.csv".
Set the "Header" records to "1".
Save the Command.
Step 6: Add a Command to Map Headers
The headers exported from Anaplan need to be mapped to a format that is supported by Salesforce.
Add the Tabular Transformation ➡️ Map Headers operation.
💡 Use the Find tool to search for "tabular" and then search for "map".)
Using a mouse, Connect "Export Opportunities" to "Map Headers.
Connect the Commands.
On the "Export Opportunities" Command, click-and-hold the 🔽 at the bottom of the circle. Drag to the 🔽 at the top of the "Map Headers" Command.
Step 7: Edit the Command to Map Headers
Edit the Command "Map Headers".
Set the "Input File" by selecting the output "Anaplan Download File" from "Export Opportunities" on the left-side navigation panel.
Set the "Input Header" to the following values:
Salesforce Opportunity List
Set the "Output Header" to the following values:
Select "Preview Results"
Save the edits.
📓 Remember to press the <Enter> key after entering a value.
Step 8: Add a Command to Bulk Update Opportunities to Salesforce
Add a third Command, the Salesforce ➡️ Bulk Update operation.
💡 Use the Find tool to search for "salesforce" and then for "bulk".
Connect "Map Headers" to "Bulk Update".
Edit the Command, setting the Name to "Opportunities Update".
Set the SObject Name to "Opportunity".
Set the Input File by selecting the output "Map Headers Output" from "Map Headers" on the left-side panel.
The following should default to, but ensure they are set:
File Format = CSV
Batch Size = 10000
Wait for Completion = enabled
Step 9: Confirm the Data in Salesforce with a Custom Report
Add a fourth Command, select the Salesforce ➡️ Download Report operation.
💡 Use the Find tool to search for "salesforce" and then for "download".
Connect "Opportunities Update" to "Download Report".
Edit the Command and rename to "Download Opportunity Report".
Set the Report ID to
Step 10: Preview the Salesforce Report
Add a fifth Command, select File Utilities ➡️ List File Content operation.
💡 Use the Find tool to search for "file" and then for "list".
Connect "Download Report" to "List File Content".
Edit the Command, rename it "Preview Data".
Set the File Name by selecting the output "Custom Report CSV" from "Download Opportunity Report" on the left-side panel.
Set the Preview Lines to 10.
Step 11: Publish & Run the Chain
Publish ➡️ Execute ➡️ Run Chain.
To publish a Chain, click "Publish" near the upper-right corner.
Optionally, add a Publish Chain Comment. For this example, leave it blank.
Once published, the "Execute" button becomes active. Click it.
Once executed, the "Run Chain" button is activated. Click it.
The Chain will animated when it is running.
Click on the Anaplan Upload File Command.
When the Chain has been run, the outputs will be available to view.
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