A simple way to load Salesforce Data to Anaplan is to use a Salesforce Custom Report. This approach avoids having to write complex SOQL queries to combine data together from one or more Salesforce Objects.
In this tutorial, fetch the data of a simple Salesforce report called "Opportunity Report". This report is a tabular report that combines three Salesforce objects - Opportunity, Account, and Contact.
⚠️ The account details from the Create a Salesforce Connection portion of this quick-start guide are reused in this task. Without the Connection, this exercise will not run as intended.
Step 1: Create a New OneCloud Chain
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 new Chain and name it "Upload Salesforce Report to Anaplan".
Step 2: Add a Command to Run a Salesforce Report
Add the first Command, selecting Salesforce ➡️ Download Report operation.
💡 Use the Find tool to search for "Salesforce" and "Download Report".
Choose the DOWNLOAD REPORT 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.
Double-click (or hover + pencil icon) to edit the Command.
Rename the Command: "Salesforce Opportunity Report".
Copy and paste the following 18-digit Report ID:
💡 The best way to find a Salesforce Report ID, is to look at the URL of the report.
Step 3: Add a Command to Upload Salesforce Report Output to Anaplan
Add a second Command to the Chain.
Select the Anaplan Upload Command.
💡 Use the Find tool to search for "Anaplan" and then for "Upload File".
Connect the "Execute Query" Command to the "Upload File".
On the "Execute Query" Command, click-and-hold the 🔽 at the bottom of the circle. Drag to the 🔽 at the top of the "Upload File" Command.
Step 4: Configure Anaplan Upload Command
Edit the Command "Upload File".
Name the Command "Upload to Anaplan".
Set the "Workspace" parameter by clicking the parameter box, then the 🔽 to the right of "Workspace" (on the left panel), and selecting "Anaplan-Workspace".
Set the "Model" parameter by clicking the parameter box, then the 🔽 to the right of "Workspace" (on the left panel), and selecting "Anaplan-Model".
Set the "Server file" parameter to "Salesforce Opportunity Report".
Set the "Source file" parameter to the Response from the "Salesforce Opportunity Report" Command "Custom Report CSV". (select from variable list)
Set the "Header records" to "1".
Save the Command.
Step 5: Publish & Run the Chain
Publishing is an important feature in OneCloud. Chains must be published, before they can be run. A Chain and its respective Commands will not be executed otherwise. Whether making one alteration or many, the Chain must be published every time a Chain or Command is edited.
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.
Step 6: Confirm the Data in Anaplan
Login to Anaplan.
Find the Import Data Source "Salesforce Opportunity Report".
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