Send multiple Salesforce objects data to SFTP by COZYROC

This integration solution acts as a comprehensive bridge between Salesforce and the SFTP server, facilitating the streamlined transfer of data from multiple Salesforce objects to the SFTP server in CSV format. The uploaded files will be named as Object_currentdate.

Setup Guide

This integration will pull the data from each Salesforce object specified in the Object List parameter. The integration will then generate a CSV file for each object and send all files to the SFTP server.

To run this integration and connect Salesforce to the SFTP server, 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.
• Object List Required. This parameter accepts comma-separated values if you want to pull data from multiple Salesforce objects, e.g. Account, Contact, Case, etc.
• Compression Optional. Set this parameter to true to compress the CSV files.

SFTP

• Server Host Required. Specify the name or IP address of the SFTP server.
• Port Required. Specify the port number.
• Username Required. Specify a username to access the SFTP server.
• Password Required. Specify a password to access the SFTP server.
• Destination Folder Required. Specify the path to the destination folder ending with a trailing slash.