Export/Import of data between Fullcast and SFDC environment
This article provides information and direction on accessing and running import and export jobs between Fullcast and Salesforce. Fullcast offers a fully automated data import and export process, which can be directly managed within the application itself. All aspects of the integration layer, such as specifying fields for import/export and monitoring job statuses and details, are now accessible through the Export/Import tab in the settings panel. Users can swiftly address integration issues by reviewing error files generated during the process.
The two distinct packages facilitating data exchange between Fullcast and Salesforce:
- Standard package: This package includes CRUD (Create, Read, Update, Delete) capabilities. Version 2.160 and above are eligible for the standard package.
- Custom package: This package solely offers update capabilities. Versions below 2.160 are considered custom packages.
To determine the installed package version, users should access the Export/Import tab in settings.
Accessing Export/Import tab
- Access your Fullcast instance and switch plans if applicable.
- Click your avatar in the top right corner and click Export Import.
- On the Connections tab, configure the settings based on the information provided in the following table.
| Option | Description |
| Standard vs. Custom Jobs | Using Custom Jobs incurs a cost to the user. Please consult your business partner before proceeding. |
| Fullcast Motion Package Details | Identifies if your package version is eligible for standard integration. |
| Connections | Identifies connection details such as ID, Type, and Name. |
- Click Save Settings.
Output Files in Export
Output files in the Export tab provide quick error fixes offered by Fullcast. These fixes may include:
- Notification of required updates due to field deletions on the customer side.
- Suggestions to rerun a job with adjusted parameters (e.g., limited record count, smaller batch size, higher error threshold) in cases of frequent errors, ensuring successful job completion.
- Alerts for connection failures due to revoked access.