Initial manual Upload and Salesforce Integration

The following Best Practices outline how to upload  data from external data sources into Salesforce using the SKYVVA Integration Suite:

 

  • Identify the data to be uploaded
  • Define the object information to be imported into Salesforce
  • Identify an external primary key for each object
  • Define the import sequence for each object
  • Define the field level data for each object
  • Define the format (CSV, XML)
  • Decide whether data format can be re used in a later batch integration
  • Start creating the custom objects and their field information in Salesforce
  • Install the SKYVVA Integration Suite - FREE Starter Edition
  • Build/ test and deploy your interfaces for your data migration
  • Validate your data quality in the message board and correct errors