Bat file to Salesforce import

HarishBabu
HarishBabu
in Integrations and extensibility

Hello, we use bat files to import data into Anaplan via Stored Proc. Now we're switching to Salesforce. I am new to Salesforce and cannot interact effectively with the Salesforce team. I'm researching how to import data from Salesforce into Anaplan.

There is a technique to export as.csv and import. We were unable to proceed due to security reasons.

What are the best practices for importing data from Salesforce to Anaplan?
Do we need to purchase an additional license for that?

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Answers

  • vitexbakle
    vitexbakle

    To import data from Salesforce into Anaplan, consider using a direct integration approach rather than exporting CSV files, especially if security is a concern. Best practices involve using middleware or integration tools like MuleSoft, Informatica, or Boomi that facilitate secure and efficient data transfer between Salesforce and Anaplan.

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