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".

  • Click save.

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: 00O1U000001OESOUA4
    💡 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".

📚 Related Topics from this Section:

The Salesforce BizApp

Salesforce SOQL

How to Find the Report ID (Salesforce)

Import Data Sources (Anaplan)

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