Upload Files From SFTP Server To Salesforce by COZYROC

Effortlessly transfer files from an SFTP server to Salesforce File Home, ensuring secure and seamless document management within your Salesforce environment.

Setup Guide

This gem will establish a connection between SFTP server and Salesforce. Once the connection is established, the gem will then get files from the SFTP server folder specified for the parameter Source Folder and upload them to the salesforce file home. For more details about Salesforce Files Home visit here. To set up the gem, configure the parameters that are mentioned below.

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.
• Source Folder Required. Specify the Source Folder Name ending with a trailing slash to receive the file from.
• Filter Optional. Use this parameter to specify filter criteria for local files. For more details about the syntax of the filter visit here to check details for the Local Filter parameter.

Salesforce

• Server URL Required. Specify the Salesforce service URL.
• Username Required. Specify a user name in email-like format.
• Password Required. Specify a password to access the Salesforce service.
• Security Token Required. Specify your Salesforce service security token.
• Destination Folder Required. Specify the Destination Folder Name ending with a trailing slash. The Destination Folder Name can be found from Files Home in the Salesforce under the Libraries as mentioned here