This lesson will cover the following topics:

02 | Variables
05 | Preview

01 Getting Started

This tutorial covers how you can use Titan Loader to import records en masse to Salesforce from a CSV file.

02 Variables

1. Navigate to the Project Settings and select the Tools tab.

2. Click the Custom Variables gear icon.

custom variables listed under the tools tab

3. Create two variables; one static and one file. Click Apply. 

  • Static: error_log
  • Files: input_csv

03 Titan Loader

1. Select the Any + icon, choose Titan Loader as the node, and click Next.

Titan Loader as the chosen node

2. Configure the following then click Next:

  • Object - Contact
  • File - input_csv
  • Ignore header - Enabled (if your CSV file does not contain headers, you can leave the feature disabled.)
  • Records per batch - 100 (you can choose to match this to the number of records you want to upload.)
  • Map error to - error_log
  • Add a Field - Add the CSV columns to the corresponding Salesforce fields. Ensure you list the corresponding column number correctly.

titan loader configuration

3. Enter a Tag name and click Insert.

You can configure additional nodes to trigger when the Titan Loader is complete. For example, an email that contains any upload errors.

example of a configured flow

Save and Publish your Flow.

04 Invoking the Flow

A web project was created with a file uploader element and a button. The button was configured to invoke the created flow when clicked.

1. Select the button and click the Interactivity icon in the menu.

Button element with the menu displayed

2. Select the Start + icon, choose Flow as the node, and click Next.
On click action window with the add node screen overlayed

3. Use the dropdown to select your Flow, disable Run in the Background depending on whether you want your screen to freeze when the Flow is triggered, and add a custom message.

4. Click Configure Parameters.

Edit node screen

5. Configuring the following parameter for the flow and click Apply.

  • input_csv - field: Choose files/File

configure parameters window

6. Click Next, enter a Tag name, and select Insert.

05 Preview

When the CSV file is added to the project and the button is clicked, the flow is invoked.

preview of example project

06 Get Feedback?

Additional Resources