I am very new to Salesforce, and I need to be able to simply hand something like a CSV, JSON, or XML to a Salesforce I am not a user of.
Right now, these are loosely the steps I believe need to be taken:
- Get API only user account created for me.
- Get API calls working to Salesforce from that user
- Set up some sort of bucket to hold the data dumps
- Pull from db tables and drop data into CSV, JSON, or XML to be sent to Salesforce
Please correct me if I am off track at all on those steps.
However, when it comes to these high-level steps, I'm not actually sure on how to proceed on any of them. I have a Salesforce 30 day trial right now to get a feel for what needs to happen with the Salesforce I'm integrating with.
Could anyone give me some more granular steps on how to accomplish these big steps?