Importing and running reference data

Use the flow service to import courier vendor data from reference data and creates matching contacts in Salesforce CRM.

Before you begin

  • Log in to your tenant.
  • Check if you have the developer and admin roles assigned from the Settings > Roles page.
  • Obtain the credentials to log in to the Salesforce CRM back end account.
  • Create a Salesforce CRM account in webMethods Integration. You can also create this account inline at a later stage.

Procedure

  1. Go to Flow services and create a new flow service.
  2. Provide a name ImportCourierVendorsAsContacts and description of the flow service.
  3. In the flow step, select Reference data.
  4. Select CourierVendors from the options list.
  5. Click Add new step icon.
  6. Select the Repeat step from the list of available flow steps.
  7. In the Repeat step, choose your reference data variable as the list to iterate over.
  8. Choose the createContact action to create a new contact in Salesforce for each item.
    Then, associate it with the SalesforceCRM_1 account to enable the connection to your Salesforce instance.
  9. Click the View/Edit Pipeline icon and map the input and output fields.
  10. Save and run the flow service, and view the results.