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Cloudigy
Is there a way to FTP content out of SFDC
I have documents stored in SFDC and I would like to move them out. Can I connect to FTP to move these files from SFDC..? Is so what is the URL and port to do this. If not what are other alternatives in moving content out of SFDC?
Thank you!
-Cloudigy
Use the Apex Data Loader if you wish to import or export documents to your computer. You can find it in Setup > Data Management > Apex Data Loader. You can also request a data export (Setup > Data Management > Data Export).
Use SOAP-based file uploads or Outbound Messaging if you wish to have salesforce.com automatically move the files to another server (requires custom development).
All Answers
Use the Apex Data Loader if you wish to import or export documents to your computer. You can find it in Setup > Data Management > Apex Data Loader. You can also request a data export (Setup > Data Management > Data Export).
Use SOAP-based file uploads or Outbound Messaging if you wish to have salesforce.com automatically move the files to another server (requires custom development).
Thank you, I will try that.
For the custom development is there API documentation available?
http://www.salesforce.com/us/developer/docs/api/index.htm
Look for "Outbound Messaging" in the search feature. The first four to six results contains all the information you'd need about Outbound Messaging. Also of interest would be the query() and retrieve() commands.
Got it thanks.
If you have licensed SQL Server and prefer to use a solution, which doesn't require programming skills check the commercial CozyRoc SSIS+ library. The library includes Saleforce adapters, which you can use to export data from Salesforce and it also includes both regular and secure SFTP Task, which you can use to upload the files.
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The open source python tool SQLForce (see www.capstorm.com) can be used to fetched and decode SFDC's base-64 encoding for any number of documents (in about 10 lines for code). I use this tool to both upload and extract batches of documents.
Another option is to extract to documents into a local RDBMS using CopyStorm and then use tools you are familiar with on the document data. Some people find this easier than writing custom Python or using the SFDC API.
For python using SQLForcd:
session = SQLForce.Session("credentialReference")
for rec in session.selectRecords("SELECT name, body FROM Attachment WHERE ...your cirteria..")
decodedData = rec.body.decode('base64', 'strict')
# Codeto write the decoded data to a local file
I think you can use Skyvia to integrate Salesforce data to FTP. This functionality is free. You will need to set up the connections to you Salesforce and FTP accounts, select the necessary data visually and specify the scheduling time. Read here https://skyvia.com/data-integration/integrate-salesforce-ftp