Load Data Using a Filter

To load data to Salesforce using a filter:

  1. Create a synonym for a service that writes data, for example, create_account following the steps for creating a synonym, as described in Chapter 3.
  2. Create a new data flow. Right-click an application directory and select New, then Flow.
  3. Drag the synonym retrieve_account from the browser to the left side of the flow.
  4. Right-click the SQL object and select WHERE filter.
  5. Under Columns/Variables, double click NAME to add it to the list on the left. From the relation drop-down menu, select the equal sign. Leave Type as Value. Under Value, enter the company name 'Information Builders', as shown in the following image.

    WHERE Filter Calculator

  6. Repeat step 5 for each of the columns.
  7. Click OK.
  8. Right-click the SQL object and select Column Selection.
  9. Right-click Name under Available Columns. If Segment and Field View is not selected, select it now.
  10. Scroll down to the OUTPUT segment, as shown in the following image.

    Segment

  11. Select the ID and SUCCESS fields. Then under ERROR, select the STATUSCODE, MESSAGE, and FIELDS fields. Click OK to close the column selection.
  12. Right-click the right side of the data flow. Select Add Target and New.
  13. Right-click the target and select Properties. Select an adapter for delimited flat file or a database that you have configured.
  14. Click the Process Flow tab. Right-click the line connecting Start to Data Flow and select Delete.
  15. In the browser, click the procedure setallon and drag it into the process flow between Start and Data Flow. Then, right-click Start, drag to setallon and release. Right-click setallon, drag to Data Flow and release.
  16. Click the Run button and select Submit to run the flow.

WebFOCUS