Salesforce tasks to Amazon S3 by COZYROC

This integration seamlessly connects Salesforce with Amazon S3, orchestrating a streamlined flow of task data from the CRM platform to the cloud storage service. The integration then transforms this data into either a CSV or XLSX format, offering flexibility to users based on their preferences. The generated files are then compressed into a ZIP archive, optimizing storage efficiency. The stored ZIP file will be named Salesforce Tasks_CurrentDate.zip.

Setup Guide

This integration will retrieve all tasks from Salesforce. Depending on what value is set for the parameter File Type, the integration will then generate an Excel xlsx or Comma-Separated Values CSV file and upload it to Amazon S3.

To run this integration and connect Salesforce to Amazon S3, it is necessary to configure the parameters that are mentioned below.

Salesforce

• Server URL Required. Specify the Salesforce service URL.
• Username Required. Specify a username in an email-like format.
• Password Required. Specify a password to access the Salesforce service.
• Security Token Required. Specify your Salesforce service security token.

Amazon S3

• Server Host Required. Provide the relevant [bucket] and [region] in the Server URL.
• Access Key Required. Specify the access key for Amazon S3 service.
• Secret Key Required. Specify the secret key for Amazon S3 service.
• File Type Required. This parameter accepts values Excel or Comma Separated Values. The Default is set to comma-separated values from the drop-down menu.
• Destination Folder Required. Specify the path to the destination folder ending with a trailing slash.