OneCloud has some very convenient features to help with the integration, automation, and management of your Anaplan environment. These features can be combined with a variety of touchpoints that OneCloud has with other technologies including Salesforce, Workday, Google Drive, Box, NetSuite, and relational databases.
This Anaplan-focused quick start guide will walk you through setting up OneCloud so that it is optimized to work with Anaplan. Not all sections need to be completed, but some do build off of work from completed prior sections.
How do I get access to OneCloud?
We have made it easy for people interested in OneCloud to get access. Simply visit https://app.onecloud.io/trial to spin up your own full-use trial of OneCloud.
If your company is already a OneCloud customer and you would prefer to use your primary OneCloud environment for this tutorial, then please contact your OneCloud system administrator to ensure you are added to a security group with Workspace administrator access. Please contact firstname.lastname@example.org if you require additional guidance
|Configure your Workspace for Anaplan Integration||Create Workspace Variables and Environments for best practices Life Cycle Management.||10 min||Yes|
|Create an Anaplan Connection||Create a standard connection to Anaplan to exchange data, run actions & processes, and perform other tasks.||10 min||Yes|
|Create a Relational Connection||Create a connection to either a relational database to query, load and execute Commands.||5 min||Yes|
|Create a Salesforce Connection||Create a connection to Salesforce to exchange data.||5 min||Yes|
|Load a sample text file to Anaplan as a staging Import Data Source.||10 min||Yes|
|Simple Transformations||Add a column for a unique ROW ID and strip a column in the flat file.||10 min||No|
|Upload Relational Data to Anaplan||Load a sample data set from a relational database to Anaplan as a staging Import Data Source.||10 min||No|
|Upload Salesforce Data to Anaplan via Custom Report||Load a sample Salesforce custom report to Anaplan.||15 min||No|
|Upload Salesforce Data to Anaplan via SQL Query||Load Salesforce data to Anaplan via Salesforce Object Query Language (SOQL)||15 min||No|
|Upload Anaplan Data to Salesforce with Bulk Update||Use run history to see who ran what, where, when and how.||25 min||No|
|Execute Anaplan Actions and Processes||See how to use OneCloud to automate Anaplan Import and Export Actions and Processes.||20 min||Yes|
|Chain Promotion||Learn how to promote a chain from one Environment to the next.||10 min||Yes|