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Anaplan to Salesforce Bulk Update

This tutorial will demonstrate how to load data into Salesforce from Anaplan. To ensure this tutorial works properly, we will first create a simple Anaplan Model with some sample Salesforce data and then build a OneCloud chain that will extract updated opportunities from Anaplan and load to Salesforce.

Step 1: Setup up Anaplan Model

  1. Create a new Anaplan Model: "Anaplan to Salesforce Tutorial"
  2. Create an Anaplan List: "Salesforce Opportunities List" and load with the following values:
    Hint: Hover your mouse over the IDs and then use the Copy tool.
0061U0000030NnfQAE
0061U0000030NngQAE
0061U0000030NnhQAE
0061U0000030NniQAE
0061U0000030NnjQAE
0061U0000030NnkQAE
0061U0000030NnlQAE
0061U0000030NnmQAE
0061U0000030NnnQAE
0061U0000030NnoQAE
0061U0000030NnpQAE
0061U0000030NnqQAE
0061U0000030NnrQAE
0061U0000030NnsQAE
0061U0000030NntQAE
0061U0000030NnuQAE
0061U0000030NnvQAE
0061U0000030NnwQAE
0061U0000030NnxQAE
0061U0000030NnyQAE
0061U0000030NnzQAE
0061U0000030No0QAE
0061U0000030No1QAE
0061U0000030No2QAE
0061U0000030No3QAE
0061U0000030No4QAE
0061U0000030No5QAE
0061U0000030No6QAE
0061U0000030No7QAE
0061U0000030No8QAE
0061U0000030No9QAE
  1. Create a new Anaplan Module: "Salesforce Opportunities" with "Salesforce Opportunities List" as rows and the following Line Items as columns:
Opportunity Name
Amount
  1. Copy and paste the following values into the Module's Regular View:
Dickenson Mobile Generators - Updated Name    22000
United Oil Office Portable Generators    125000
Express Logistics Standby Generator    220000
GenePoint Standby Generator    85000
Grand Hotels Kitchen Generator    15000
United Oil Refinery Generators    270000
United Oil SLA    120000
Grand Hotels Guest Portable Generators    250000
Edge Emergency Generator    75000
University of AZ Portable Generators    50000
Pyramid Emergency Generators    100000
Express Logistics Portable Truck Generators    80000
GenePoint Lab Generators    60000
GenePoint SLA    30000
United Oil Installations    270000
Edge Installation    50000
Edge SLA    60000
United Oil Installations    270000
Grand Hotels Generator Installations    350000
United Oil Refinery Generators    915000
University of AZ Installations    100000
Express Logistics SLA    120000
University of AZ SLA    90000
Burlington Textiles Weaving Plant Generator    235000
United Oil Installations    235000
United Oil Emergency Generators    440000
Grand Hotels SLA    90000
United Oil Standby Generators    120000
Grand Hotels Emergency Generators    210000
United Oil Plant Standby Generators    675000
Edge Emergency Generator    35000
  1. Create a new Anaplan Export Action with the following properties:
SettingValue
File TypeCSV
LayoutTabular Multiple Column
Export Definition NameSalesforce Opportunities - Export.csv
Set as default file forEveryone

Step 2: Edit the opportunity data in Anaplan

  1. Edit the data directly in the Anaplan Module with any changes you see fit.


Step 3: Create a OneCloud Chain

  1. From OneCloud Home select the DEV environment.
  2. Add a new Chain and name it "Anaplan Opportunities to Salesforce".

Step 4: Add a command to export opportunities from Anaplan

  1. Add the first Command and select Anaplan Connector-->Run Export Action with Data operation.
    (Hint: use the Find tool to search for "Anaplan" and then search for "export".)
  2. Add the Command by dragging on to the pallet.
  3. Select the new Command and drag it to the Start. The Chain Start will show a plus icon indicating that you can use that command as the start of the Chain.

Step 5: Add a command to export opportunities from Anaplan

  1. Edit and name the new Command "Export Opportunities".
  2. Set the Workspace parameter to the variable "anaplan-workspace". (select from variable list)
  3. Set the Model parameter to the variable "Anaplan to Salesforce Tutorial".
  4. Set the Export action parameter to "Salesforce Opportunities - Export.csv".
  5. Set the Header records to "1".
  6. Save the Command.

Step 6: Add a command to Map Headers

The headers exported from Anaplan need to be mapped to a format that is supported by Salesforce.

  1. Add the first Command and select Tabular Transformation-->Map Headers operation.
    (Hint: use the Find tool to search for "tabular" and then search for "map".)
  2. Using a mouse, Connect "Export Opportunites" to "Map Headers.

Step 7: Edit the Command to Map Headers

  1. Edit the Command "Map Headers".
  2. Set the Input File by selecting the output "Anaplan Download File" from "Export Opportunities".
  3. Set the Input Header to following
    Salesforce Opportunity List
    Opportunity Name
  4. Set the Output Header to the following values:
    Id
    Name

Remember to press the <Enter> key after entering the value

Step 8: Add a command to bulk update opportunities to Salesforce

  1. Add a third Command and select Salesforce-->Bulk Update operation.
    (Hint: use the Find tool to search for "salesforce" and then search for "bulk".)
  2. Using a mouse, Connect "Map Headers" to "Bulk Update".
  3. Edit the Command and set the Name to "Opportunities Update**.
  4. Set the Input File by selecting the output "Map Headers Output" from "Map Headers".
  5. Set the SObject Name to "Opportunity".
  6. Leave the default option of File Format and Batch Size.
  7. Enable "Wait for Completion".

Step 9: Confirm the data in Salesforce with a Custom Report

  1. Add a fourth Command and select Salesforce-->Download Report operation.
    (Hint: use the Find tool to search for "salesforce" and then search for "download".)
  2. Using a mouse, Connect "Opportunities Update" to "Download Report".
  3. Edit the Command and rename to "Download Opportunity Report".
  4. Set the Report ID to 00O1U000001OESOUA4


Step 10: Preview the Salesforce Report

  1. Add a fifth Command and select File Utilities-->List File Content operation.
    (Hint: use the Find tool to search for "file" and then search for "list".)
  2. Using a mouse, Connect "Download Report" to "List File Content".
  3. Edit the Command and set the Name to "Preview Data".
  4. Set the File Name by selecting the output "Custom Report CSV" from "Download Opportunity Report".
  5. Set the Preview Lines to 10.

Step 11: Publish and Run the Chain

Before the Chain can be run, it needs to be published.

  1. Publish the Chain, clicking the diskette icon in the Chain editor.
  2. Navigate to the Monitor area of OneCloud by clicking on the plane taking off on the lower right corner.
  3. Run the Chain.
  4. Confirm your changes have been made by looking at the output in the final command.


What's Next?

> Execute Actions and Processes


B
Brian is the author of this solution article.

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