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The CSV Parser Flow Screen Component is designed to facilitate importing and handling CSV data within Salesforce. It enables developers and users to seamlessly parse CSV files and map the parsed data to Salesforce object fields, significantly simplifying data integration processes.
This component is handy when there is a need to import bulk data from a CSV file into Salesforce. Whether dealing with product catalogs, customer data, or complex datasets, this component streamlines the process by automatically mapping the CSV columns to corresponding Salesforce object fields.
The CSV parser component is not meant to replace tools like Data Loader. It's suitable for importing small to medium-sized data sets, but for larger data sets in Salesforce, it's better to use Data Loader or more robust tools provided by Salesforce.
- Support large set of data (max: 50,000 rows)
The key benefits of using the CSV Parser Flow Screen Component include:
- 1.Time-saving: Importing and mapping CSV data to Salesforce objects can be time-consuming, especially with large files. This component automates the process, saving significant time.
- 2.Flexibility: The component is not restricted to a particular object or file format, which makes it versatile. It can handle different file values like ContentDocument ID, Base64, or CSV strings and map CSV column headers to any Salesforce object.
- 3.Advanced Parsing Options: The component includes sophisticated parsing options like ignoring comments, detecting delimiters, and recognizing escape and quote characters. These advanced features make it a comprehensive tool for all CSV parsing needs.
You need to configure the CSV Parser Flow Screen Component with appropriate properties. The '
object name' refers to the Salesforce object you are mapping your CSV data to. The 'file value', if provided, will make the component function as a CSV mapper for that file value. If 'hide mapping' or 'hide sample data' are set, the component will hide the mapping section or the sample data in the mapping section.
In the parser option section, you can configure properties like 'delimiter', 'escape characters', 'quote characters', and more to control how your CSV data should be parsed.
Handling Special Characters with the CSV Parser Component
If you encounter issues with parsing special characters such as "á" while using the CSV parser component, it's likely related to the file encoding. Ensure your file is saved in the UTF-8 format to prevent such problems. If the issue persists, double-check the encoding settings and try re-saving the file in the UTF-8 format again. This step should resolve any character parsing issues you might be experiencing.
The CSV Parser Component is powerful enough to import and handle CSV data. To use it, follow these steps:
- 1.Configure the CSV Parser component according to your data requirements.
- 2.Once configured, you must define the actions on the parsed CSV records. This is achieved by adding the next element to your flow.
- 3.For example, if you wish to create new records with the parsed data, add a '
Create Records' element to your flow.
- 4.Then, link this element to the CSV Parser component's records collection. This will ensure the new records are created using the data parsed from your CSV file.
Last modified 1mo ago