With SlideRoom, you can easily configure manual or automated data transfers to Salesforce. After setting up this process, you can send:
- Spreadsheet data (Excel, .csv, .tsv, and .txt files),
- Documents, and
- Media files
Sending Spreadsheet Data to Salesforce
To bring your spreadsheet data into Salesforce, you'll first need to create your desired export template. Next, you can run your export and save it in the location of your choice. Once your Salesforce account is configured to import your data, you can send this file.
There are several ways to set up data import in Salesforce. A primary way of doing this is via Dataloader.io, a web-based tool that reads, extracts, and loads data, allowing you to send information to Salesforce.
If you have the Dataloader desktop application or Import Wizard, use Salesforce's documentation here to configure your integration. If you're using the web-based Dataloader.io software, review their instructions here.
If you need further help setting up a Salesforce import, contact SlideRoom Client Support to walk you through the process.
Sending PDF and Media Exports to Salesforce
Before sending documents and media items to Salesforce, you'll need to create the records you plan to attach them to. This can be done using a .csv file import, as described above.
To export PDFs or media files from SlideRoom, first create your export. When running your export, you have the option to choose which file types to include. PDF exports contain individual PDF files from all of your selected applicants. File exports are generated as .zip files. Once you've established the data types to include in your export, you can save the files to your desired location.
Next, you'll need to combine your desired files into a single zip file. Then, create a .csv file that instructs Salesforce how to handle these files. The .csv file should include the following columns:
- File Name: This column contains the names of the media files as you want them to appear in Salesforce.
- Parent ID: This column contains the IDs of the parent element that each attachment will be linked to. Use the applicant contact record IDs for this.
- Body: This column contains the path of the file as it exists in the .zip file you created.
Now you can attach these documents and media to Salesforce records by creating an import task. Import tasks can be created using Dataloader's instructions here.
Automating Data Transfers
SlideRoom allows you to set up automated exports using the Export Scheduler. This allows you to set the time, frequency, and destination of your desired exports.
Once this has been set up, you can automate your data import into Salesforce by configuring the import task in Dataloader. When setting this up, you can configure it to check the destination drive for the SlideRoom file and import it on a recurring basis.
See Dataloader's instructions here to configure this.