In this series of three articles we explain why
it is advantageous to use DBSync to transfer data from an FTP server to
Salesforce, and how to do it.
In the first part, we have seen how to create a connection
between DBSynk and Salesforce, and between DBSync and an FTP server. In
the second article, we saw how to create a process, a workflow, a
trigger, a rule and a mapping, and how to configure the post processing. In
this part 3, we will see how to run the process, and how to use the log.
Step 10: Run the
process
A process can be run
in two different ways: manually and using the scheduler. A manual run is useful
in tests or sporadic use. The scheduler lets us manage repeated runs, or runs
at a specific date and time.
A – Manually
In order to do a
manual run, we simple need to press the Run Now button.
Figure 21 – Manual
run.
B – Scheduler
The scheduler lets us
to run a process at previously defined dates and times. It also lets us to
repeat the execution periodically.
We can create more
than one schedule. All defined schedules are shown on the screen, and listed in
tabular manner.
Figure 22 – Create a
schedule.
Additional
Resource: Check the logs.
In case of problems,
it can be useful to see the logs. There, we can find information on completed
processes, errors, run times, and more. The log screen contains some useful
filters, and an option to download the report. Figure 23 presents a typical log
view.
Figure 23 – Typical
log view.
Final Words
Throughout this series
of three articles we have seen that DBSync presents a very convenient manner to
transfer data from an FTP server to an application, and vice versa.
We have also seen an
example using Salesforce that explains how a data transfer can be done in ten
easy steps.
Similarly, DBSync lets
us to transfer data to/from Salesforce from/to other apps. Thus, this tool
gives us the capacity to integrate our different sources of data, creating
synergies and new business opportunities.
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