Loading Data Into Salesforce Tutorial: Part 1 of 13: Overview of Project and DataBridger

Hi! I am Vicky and I work here at Taurus
Software. I’ll be one of the presenters that you’ll meet during this project. We
have developed this video series and project with the goal in mind that it
could be replicated directly in your environment and that the people watching
this video may actually have varied experience with the DataBridger product.
So you will see there as a video for each of the tiny steps in this project.
This is to allow, for those that are comfortable with some of the aspects of
DataBridger development. to be able to pick and choose the sections that will
help them. If you’re new to DataBridger, welcome! We’re excited to help you with
your first data movement journey — one step at a time. Finally a reminder
although we’re providing video, there are real humans standing by to help if you
have questions. They can be contacted via email at [email protected] or via
the phone at 650-482-2022 extension 2. In this section, we
will start with an overview of the architecture of DataBridger. Then we’ll
cover the short steps that that have to happen in Salesforce to grant
access to DataBridger access. Finally, a quick overview of the
project’s objectives and the steps that will be covered. So just a reminder DataBridger is a data
multi-tool. It is a data movement tool whose use cases involved projects which
need to move and transform data. Some of those projects include: a) data movement
which integrates multiple applications — passing data to and fro based on some
event’ b) data migration which moves data from an old application into a new one —
transforming the data into the new formats that are required; c) a data
analysis repository which combines data maybe from the cloud or multiple
physical sources to provide users with data for analysis and d) a centralized
repository historical data management — which creates a management process to
keep the production environment lean and mean while still meeting regulatory or
user requirements for access to historical information. All of these are
made easy by using DataBridger’s low code capabilities and its abilities to
access both the cloud and server based data — making it particularly useful for
hybrid data environments like the one we’re going to be using in our project.
So about our project, we actually have three mini projects as part of this
whole video series. One will actually be taking data from a CSV file and
inserting it into Salesforce. Another will be updating data in Salesforce and
the last will be deleting data from Salesforce –so that you get a good handle
on how Salesforce handles both all three of the actions: inserts, updates, and
deletes. Good news is that all projects in DataBridger follow the same high-level steps. So whether it’s working with Salesforce
or working with moving data between two different databases, the process is the
same. The first is that step is that you actually have to connect to the things
that you’re going to be reading from or writing to so. In our case, we’ll be
connecting to a CSV source and connecting to our target which is
Salesforce. The next thing is that we actually map our data. A mapping means
that we’re going to describe how the data is going to be moved into the
target from the source. So any transformations that are required, it
will you know handle the movement from one field to many or from field to field
with whatever transformation logic that you need. Then finally once you’ve
described the project of what you actually need to do what needs to move
where and when, you can actually execute it. In the first of our mini exercises,
we’re wanting to take data which is located in a CSV file and move it into
Salesforce. We have used a CSV file because it makes it easy to reproduce
this project in your environment easily and all of the things that you’ll see as
we use that ,we’ll be displaying the data you should be seeing. By starting off
with a source that we can then let you download and use, it’ll make it easier
for that process for you to stay along as you’re actually doing that project in
your own environment. That being said, the source connection could have been
anything — it could have been a database or another cloud-based application,
whatever it was –the same capability as being able to insert, update, and delete
out of Salesforce would have been the same and the development steps would
have been the same with DataBridger. You’re going to find that the
development steps are always the same. You first connect
your source andTarget. You map the data into the target structure. And then you
execute the movement. In our next section, we’re going to describe the
administrative tasks that have to happen in Salesforce to allow DataBridger
access you’re ready for the next step.

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