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Module 8 Lab Exercises

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Module 8 Lab 1: Creating a Task with a Multi-Object

Source
Scenario:
In this lab, you will extract product and pricing information from Salesforce into
a CSV file. Because this information is stored in multiple objects
(PricebookEntry, Product2, and Pricebook2), you will need to use a Multiple
Object source type.
Goals:
In this lab, you will practice using a multiple object source type in a data
synchronization task.
Duration:
This lab should take approximately 15 minutes.

Instructions
1. Copy the target file.
Copy the file, Products.csv (included in the zip file) to the c:\ICSLabFiles
directory you created for this class.

2. Create a new data synchronization task.

1) Name the task MultipleObject.
2) Select Insert from the Operation list.

3. Specify the source.

1) Select SFDCDeveloper from the Connection list.
2) Select Multiple in the Source Object field.
Click Add in the Source Object list

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The Add Object window is displayed.

3) Select PricebookEntry from the Source Object list.
4) Click OK.

5) Click on PricebookEntry and repeat the steps above to add the

Pricebook2 object.
6) Click on PricebookEntry and repeat the steps above to add the Product2
object.

4. Specify the target.

1) Select LoalSCVFiles from the Connection list.
2) Select Products.csv from the Target Object list.
3) Click Next.

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5. Map fields.
Note that you can use the Source list to view fields in one source object at a
time:

1) Map the following fields:

Source Object Name
PricebookEntry
PricebookEntry
PricebookEntry
Pricebook2
Product2
Product2
Product2

Source Field Name

IsActive
ProductCode
UnitPrice
Name2
Description2
Id3
Name3

Target Field Name

IsActive
ProductCode
UnitPrice
PriceBookName
ProductDesc
ProductId
ProductName

2) Validate the mapping.

6. Save and run the task.

1) Save the task.
2) Run the task.
The task should return some number of success rows.
Note that the number of success rows will depend on your Salesforce org.
If you dont get any success rows, it may be because there are no products
in your Salesforce org. You can try adding products and running the task
again.

7. Analyze the results.

1) Go to the c:\ICSLabFiles directory you created at the beginning of this
class.
2) Open the Products.csv file.
3) Examine the contents of the file it should contain your product data from
Salesforce.

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Module 8 Lab 2: Associating Contacts to Accounts

using a Lookup
Scenario:
You will import contacts from a flat file into Salesforce. Unlike in a previous lab,
the source data does not contain a foreign key column that links the contact to the
account. In this case, you will need to perform a lookup in Salesforce, using the
account name. The lookup will return the Salesforce ID for the matching account.
Goals:
In this lab, you will practice using a lookup in a data synchronization task.
Duration:
This lab should take approximately 15 minutes.

Instructions
1. Copy the source file.
Copy the file, SF_CONTACT2.csv (included in the zip file) to the
c:\ICSLabFiles directory you created for this class.

2. Create a new data synchronization task.

1) Name the task Lookup.
2) Select Task Operation: Upsert.

3. Specify the source.

1) Select LocalCSVFiles for the Connection.
2) Select SF_CONTACT2.csv for the Source Object.

4. Specify the target.

1) Select SFDC Developer for the Connection.
2) Select Contact for the Target Object.

5. Specify Field Mappings.

Map the following fields:
Source Field
BillingSystemId
Mailing_zip
Mobile

Target Field
External_ID_c
MailingPostalCode
MobilePhone

6. Add a Lookup condition.

1) Click the Add or edit lookup icon on the target field, AccountId:

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The Field Lookup window is displayed.

2) Select SFDCDeveloper from the Connection list.
3) Select Account from the Object list.
4) Specify the following lookup field:
Source Field: Account_Name - > Lookup Field: Name
5) In the Lookup Return Value section, select Id from the Output Field list.

6) Click OK.
7) Check to see if any other field mappings need to be updated.
8) Validate the mapping.

7. Save and run the task.

1) Save the task.
2) Run the task.
The task should return 12 success rows.

8. Analyze the results.

1)
2)
3)
4)

Go to the C:\ICSLabFiles directory.

Open the Contacts2.csv file.
Note one of the contacts in this file.
Search for the contact in Salesforce.

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Verify that the contact is related to the right account.

5) View that account.
Does the account have the related contacts?

Module 8 Lab 3 (BONUS): Looking up State using Zip

Code
Scenario:
You will use a lookup file to correct some inaccurate or missing data in your
source file. In this case, you know that some of the State fields are blank in your
data, but all of the Zip Code fields are completed correctly. You want to use the
zip code to look up the correct state, then insert the state when inserting that
record into the target.
Goals:
In this lab, you will practice using a lookup in a data synchronization task.
Duration:
This lab should take approximately 10 minutes.

Instructions
1. Copy the source file.
Copy the file, zip_codes.csv (included in the zip file) to the c:\ICSLabFiles
directory you created for this class.

2. View data in Salesforce.

1) Log into Salesforce.
2) Search for Tyco.
3) Examine the Billing Address field.
Note that the state is listed as AA.

3. Copy the data synchronization task.

1) Locate the UpsertAccountsbyExternalID task and copy it.
2) Rename the task to UpsertAccounts_ZipLookup.

4. Add a lookup condition.

1) Go to step 5 of the wizard.
2) Remove the field mapping for the target field, BillingState.
3) Add a lookup condition to this field.
Note that the Lookup Connection should be LocalCSVFiles and the
Object should be zip_codes.csv.
If you need assistance configuring the lookup properties, there is a screen
shot at the end of this lab.

5. Save and run the task.

1) Validate the mapping.
2) Save the mapping.
3) Run the task.
The task should return 11 success rows.

6. Verify results.

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1) Log into Salesforce.

2) Search for Tyco.
3) Examine the Billing Address field.
The state should now be listed as PA.
If you need assistance creating the lookup, a screen shot is below:

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