Salesforce to CSV Tutorial

Welcome to the Boomi Salesforce to CSV Tutorial Home Page.
This tutorial outlines the steps to configure a Boomi [integration process{*}|BOD:3.1 - Building Processes]* to sync with your Salesforce account and local disk. If you set up Boomi to store data on your local machine, it will create a CSV file viewable in Microsoft Excel or any standard text editor. This file will contain recently modified Salesforce Account object information along with associated Contacts.

Getting Started

• Ensure that you have an active Saleforce account or trial that is accessible in either a production or sandbox environment.

  If you do not currently have a Salesforce account, you can register for a standard 30 day trial here.

• Target a disk directory on your local hard drive and remember the full directory path. If you do not want to integrate Salesforce with your local disk, you can simply view the CSV data output in the Boomi Test Cloud upon executing a test.
      OR
• Review the Next Steps section at the bottom of this tutorial to learn how you can further configure this integration process.

1: Open the Integration Process

• Collapse the Process Library folder until you reach the process: Salesforce to CSV Tutorial
• Double-click the name to open the Process Builder tab that will display next to the Getting Started tab
  

2: Configure the Salesforce Connection

• Hover over the Start Shape on the white process canvas to display the configuration settings for the Salesforce Connector
• Highlight and Click on the My Salesforce.com Account link to edit your Salesforce log-in credentials on a new tab
• Enter the Salesforce username associated with your account
• Enter the Salesforce password associated with your account directly appended with your Security Token
• Save & Close the component and Click on the Salesforce to CSV Tutorial tab to get back to the main Process canvas

  The encrypted password entry requires you to include the password along with your Security Token. Please review Connector Prerequisites and Setup in our Reference Guide.

3: Configure the local Disk Connection

(Optional Step): This Step is not required if you do not want to deploy an atom to your local machine for testing.

• Hover over the Disk Connector step to display the configuration settings for the Disk Connector
• Highlight and Click on the My Local Disk link to open the Disk Connection component in a new tab
• Edit the local disk directory window to identify where you would like your CSV file to be stored
• Save & Close the component and and Click on the Salesforce to CSV Tutorial tab to get back to the main Process canvas

  By default upon deploying a Boomi Atom, the Disk Connector is configured to send your data to: <Base Atom Install Directory>\work\Tutorial\Salesforce You can configure this default directory accordingly. Example: C:\Boomi\TestOutput

4: Deploy a Boomi Atom

(Optional Step): This Step is not required if you would like to execute a test in the Test Atom Cloud.

• Enable Test Mode by clicking on the Test Mode in the upper right corner of the Process Builder. This action Saves the current configuration of the process. If you do not currently have an atom deployed, Boomi will auto-prompt you to install a local instance.
           
• Follow the Atom Install Instructions to deploy an Atom that will reside behind your firewall, sync with your Boomi account, and utilize your local resources
• If you were not auto-prompted to deploy an Atom, Click on 'Setup an Atom' in the Getting Started window and Follow the Atom Install Instructions above.

5: Execute a Test

• Ensure an Account record in Salesforce has been updated within the last 5 minutes. The integration process uses the 'Last Modified Date' criteria on the Salesforce Account object to determine what is retrieved for processing. You can simply select an Account record in Salesforce, click Edit on the Account Detail bar and then click Save to update the Last Modified Date.

  Edit/Save a Salesforce Account record that includes multiple Contacts to produce better test results

• Ensure Test Mode is enabled in the Process Builder
• If you chose not to install a local Boomi Atom, Click on the Enable Boomi Test Cloud button under Test Configuration.
•   If you installed a local Boomi Atom, Choose your Atom Name from the dropdown under 'Test using Atom'.
• NEXT: Click on the Play button to kick off the integration process
• Review the logs when the integration is complete. If all process shapes are highlighted green, then the Boomi process executed successfully
• Highlight the Disk Connector shape and Click on the Data tab under the Test Results window
• Click on the View Data icon to see a copy of the file in the Boomi Document Viewer
•   If you installed a Boomi Atom, you can view the CSV file instance in your local directory.

Next Steps

• Configure the Outbound file naming convention in the Set Properties shape
• Edit the CSV Field Properties by configuring the Flat File Profile: 'Salesforce Account/Contact CSV' in the Component Explorer
• Change the Salesforce to CSV Data Map
• Update the Salesforce Operation to retrieve data from different objects
• Review the additional Salesforce Process Examples in your Boomi account