Salesforce – Working with CSV files

You can use Cyclr to retrieve the contents of CSV documents stored within Salesforce:

  1. Find the Salesforce Document ID in the response you receive when you make the file, or by running the List Content Documents Method to retrieve a Document ID.
  2. Use the Document ID in a Get Content Version call to get the Content Version ID.
  3. Enter the Content Version ID in a Get Content Document Data (CSV) call.
  4. Add the fields within Connector’s Settings so that you can map from them.
    • Enter the Field Locations in the format [].{your-column-name}