WeDid: CSV Upload to Salesforce

Challenges

Customer runs an external system to track client information and updates. This system is due to be phased out in the future, but required integration to Salesforce to ensure Account and Contact information is in sync. 
Without some type of integration, updated client information would not be replicated to Salesforce unless it was manually re-keyed, consuming time and money for the customer.

 

Solution:

healthstream-salesforce

Purpose The integration process required to parse the CSV file and update Salesforce Account/Contact records.
Applications CSV file and Salesforce
Versions Salesforce
Tool Talend Open Studio
Information Client information – Account and Contact details
Data Formats CSV File Format
Volumes < 100/day
Process The updated Account/Contact details are extracted from the CSV file. The processed data is then updated or inserted into Salesforce Account and Contact fields.
Schedule Daily
Complexity Simple