Automated file upload to Salesforce
Budget: $30 – $250 USD
I need to upload a very large amount of data into a salesforce organization. This will involve:
- creating new accounts
- Populating each contact with fields from the new data spreadsheet
- Adding documents associated with each contact from the new data zip file
The full project will eventually involve thousands of accounts and documents, so this will need to be done programmatically; not individual documents by hand.
What I want from you is a program, written in Node.JS JavaScript, that can do these tasks on the small sample data set I've supplied here. Later, once this is working, we'll extend the program to handle the full large dataset.
In more detail, here is exactly what I want:
A clear and well-documented Node.JS program that will:
- Create a new Salesforce developer organization (it is ok if this step is done manually, as long as you document exact instructions. All the remaining steps must be done by your program)
- For each row in companyFields.xlsx, add a new account into the organization. The first column of each row ("Ticker Symbol") is the unique name of the organization. Each column in the spreadsheet row should be copied into a matching field of the account.
- Each file in companyDocs.zip has a name that starts with a ticker symbol and a period. The file should be added into the matching account.
- It is possible that there will be files in companyDocs.zip whose ticker symbol is not in companyFields.xlsx. For these documents, you will need to create an account with a matching name, just leaving the other fields all blank.
I stress again: this all must be done in a well-documented Node.JS program.
- creating new accounts
- Populating each contact with fields from the new data spreadsheet
- Adding documents associated with each contact from the new data zip file
The full project will eventually involve thousands of accounts and documents, so this will need to be done programmatically; not individual documents by hand.
What I want from you is a program, written in Node.JS JavaScript, that can do these tasks on the small sample data set I've supplied here. Later, once this is working, we'll extend the program to handle the full large dataset.
In more detail, here is exactly what I want:
A clear and well-documented Node.JS program that will:
- Create a new Salesforce developer organization (it is ok if this step is done manually, as long as you document exact instructions. All the remaining steps must be done by your program)
- For each row in companyFields.xlsx, add a new account into the organization. The first column of each row ("Ticker Symbol") is the unique name of the organization. Each column in the spreadsheet row should be copied into a matching field of the account.
- Each file in companyDocs.zip has a name that starts with a ticker symbol and a period. The file should be added into the matching account.
- It is possible that there will be files in companyDocs.zip whose ticker symbol is not in companyFields.xlsx. For these documents, you will need to create an account with a matching name, just leaving the other fields all blank.
I stress again: this all must be done in a well-documented Node.JS program.