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Anaplan to Salesforce Bulk Update

Anaplan to Salesforce Bulk Update

Detailed steps for performing a bulk update of Anaplan data to Salesforce
OneCloud Documentation avatar
Written by OneCloud Documentation
Updated over a week ago

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:

Salesforce IDs

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:

Line Items

Opportunity Name 
Amount

  • 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:

Setting

Value

File Type

CSV

Layout

Tabular Multiple Column

Export Definition Name

Salesforce Opportunities - Export.csv

Set as default file for

Everyone

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."

  • Click save.

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
    Opportunity Name

  • Set the "Output Header" to the following values:
    Id
    Name

  • 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 00O1U000001OESOUA4.

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.

📚 Related Topics from this Section:

The Salesforce BizApp

The Anaplan BizApp

Run Export Action with Data Command

Tabular Transformation

Back

Next

Salesforce to Anaplan via SOQL Query

Chain Promotion in Anaplan

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