• Connie Wooding
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Hi,

 

We have a couple of scenarios which need to be solved, apparently through Integration solutions.
 

 

Requirement 1 : Integration with SharePoint
   Current Scenario :
      Currently there are a three CSV files that are placed in SharePoint (file sharing website). These three files are downloaded, processed in Access DB and then inserted into Salesforce using DataLoader manually. The processing that is done is to obtain the RecordID by comparing a field 'Account Site' that is given in the source file with the Account Site of Account records in Salesforce. This insert of data is done on a monthly basis after the CSV files in SharePoint have been updated. The count of records in each file is about 2000.
   Expectation : This entire process needs to be automated. That includes:
1. Connecting to SharePoint to obtain the CSV files.
2. Processing the CSVs to map the Account Site ID to the value in Salesforce and Obtain the RecordID of matching Accounts.
3. Inserting this processed records into Salesforce.
The file location and credentials to connect to SharePoint are provided.
Please suggest ways of acheiving this.

 

Requirement 2 : Bulk Integration
Current Scenario :
A CSV file is provided by an external system (CDB). This CSV file contains about 50,000 records. Currently this file is loaded into Access DB where some processing is done to obtain the RecordID of Contracts (this is a custom object) by comparing some fields from the source file to the data in Salesforce. During this processing, some filtering is also done, at the end of which about 30,000 records are processed which are upserted into Salesforce using the DataLoader manually.
Here again CDB has a monthly refresh of contracts data and the process of updating Salesforce with CDB data is done manually every month.
Expectation :
CDB is interfaced with another external system 'EIPC'. Salesforce will now need to communicate with EIPC to retreive the contract information and process them (the same processing that is being currently done) and upsert the contracts in Salesforce. This refresh of the Contracts in Salesforce will have to be done monthly. Salesforce should not connect directly to CDB for security reasons.
Please provide your suggestions and kindly reply if you need more information on these requirements.
Any pointers on acheiving these is appreciated.

 

Thanks and Regards,

 

Jerun Jose

has anyone worked with salesforce and sharepoint?  i have a prospective client wondering if the two can be integrated for membership managment needs.

thx.