You can import location data directly from your SalesForce Account into MetaLocator. To import your data, click Data, then Import. Choose the Salesforce icon as your Data Source:
Click next to show the SalesForce Connection information. Here you must provide your SalesForce credentials to connect your account.
Once you provide a username, password and security token, click Sign In. This will load the SalesForce Objects available to your account in the Object drop-down box. To choose fields to import, choose the SalesForce object first from the Object drop-down box. That will load the list of SalesForce Fields available from that object in the Fields drop-down box. Choose a desired field and click Add to add it to the Selected Fields. Continue adding fields as needed.
You may encounter connection issues if your password contains XML-reserved characters such as
Those requiring access to a SalesForce Sandbox Account must provide the Sandbox Partner WSDL from their SFDC account. Submit the data to MetaLocator via the Help Desk.
Similarly, if a specific version of SalesForce is required for items like compound objects contact the helpdesk to have a custom version of the Partner WSDL configured in your account.
Be sure to include basic location information for your records and a field for the name. The data you choose to import should include at a minimum, Name (E.g. location name), Street Address City, State and Postal code.
Important: You can only import fields from a single object at a time using the Field Chooser. To create more complex queries, including those with joins from multiple tables, you must author SOQL and add it to the Custom Query tab. The query must return the columns directly in the result, or as within a single relation.
For very complex transformations involving multiple tables and filters, SOQL may be too limited. In these cases, some customers have used tools like dataloader.io to instead create a CSV from Salesforce and then used our SFTP or CSV Import instead of connecting MetaLocator directly to SalesForce.
Click Next, and the import process will continue as usual. Be sure to appropriately map your SalesForce columns to MetaLocator System columns as provided during the next step in the import process.
Modifying SalesForce Imports
Once a SalesForce import is running, you may want to modify the import rules or schedule. The import is comprised of two elements, the Job and the Configuration.
Modify the Job to edit the:
- Execution Schedule
Modify the Import to edit the:
- Column mapping
- Import Options (E.g. Update Existing & Insert New)
To edit the job, click the processes icon as shown:
Then modify the job parameters as shown:
To modify the query, the job must be recreated as described above.
Invalid or Incomplete Country information
Add a setting to your SalesForce job called clean_country_data with a value of 1 to invoke a process which tries to complete TLD and country data where it is not found. This process occurs automatically when data is imported in the dashboard. MetaLocator looks for empty country fields with a TLD value, and sets the country name based on our internal database of country names. Similarly, if a country is provided, and a TLD is not provided, we look up the TLD by country name. This process should be considered a fallback. Ideally, complete country and TLD data should come directly from SalesForce.