Send Flat Files From an FTP Server to Salesforce to Create Contacts

Last updated Thu Jul 07 2022

Set yourself up for success with this solution, which includes:

  • Easily to follow steps for configuring the FTP connector
  • Quick steps to set up your Salesforce connector
  • Method for mapping data accurately from a flat file to Salesforce

Overview:

Salesforce is one of the most powerful CRM’s available and allows for businesses to keep important customer information organized and easily accessible.

In this recipe, you will learn how to send contacts from an FTP server to your internal Salesforce environment all with only a few clicks inside of Boomi Integration.

Set yourself up for success by following the instructions for connecting to your FTP server via the Boomi FTP connector. Upon establishing the initial FTP connection, check out the also quick to set up steps for connecting to your Salesforce instance. In this example, we will be using the ‘Send’ Action within the connector to allow for us to send new contacts. Easily map from your existing flat file to your imported Salesforce profile and let the automaton begin!

By leveraging the FTP and Salesforce connectors within Boomi, your business will be able increase automation saving both time and energy spent on the creation of contacts inside Salesforce. Start migrating some of your contacts into Salesforce today!

The recipe qualifies for Boomi’s Recipe Program

This Recipe is eligible for Boomi’s Recipe Program – that bundles free expertise from the Boomi PSO team included in the price of this prebuilt offering. The Boomi experts will help you get set up faster than ever, allowing you to get the most out of the Boomi AtomSphere Platform.

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