by rssbus | December 14, 2017

Bulk Export Opportunities from your Salesforce Account

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Bulk Export Opportunities from your Salesforce Account

The sample project featured in this article has built-in templates for retrieving multiple Salesforce Opportunities, as well as mapping scripts for storing these Opportunities in a single CSV file.

The ports are configured to automatically move files from one port to the next until the Opportunities are saved as a CSV file.

The Salesforce and CSVMapping ports are preconfigured to automatically process files. You can schedule the application to poll Salesforce for new records whenever you want the job to run from the Salesforce port settings page, or manually process files using the Receive button from the Receive tab of the Salesforce port.

In order to configure the example, please follow these steps:

  1. Go to the Ports tab and click the Import Settings button. In the dialog that appears, choose the file to import the project's settings and port configurations.
  2. After you have imported the sample, start by selecting the Salesforce port and navigating to the Settings tab. If you have not already installed the Salesforce port, the application will prompt you to install it.
  3. From Settings, connect to your Salesforce account by providing the Username, Password and Security Token of your account in their respective fields. The Username and Password are the same credentials you use to log into your Salesforce account, while the Security Token is a code assigned by Salesforce that is changed whenever you reset your password. If you do not know it, you can send a request to Salesforce from your account to have the token reset.
    After setting these credentials, click the Test Connection button to verify that you can connect to your Salesforce account from RSSBus Connect.
  4. To execute the sample, navigate to the Receive tab of the Salesforce port. Click the Receive button to begin retrieving Opportunity records from Salesforce.