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CSV Parser

Overview

The CSV Parser Flow Screen Component is designed to facilitate the importation and handling of CSV data within Salesforce. It enables the seamless parsing of CSV files and mapping of the parsed data to Salesforce object fields, significantly simplifying data integration processes.

The CSV parser component is not meant to replace tools like Data Loader. It's suitable for importing small to medium-sized data sets, but for larger data sets in Salesforce, it's better to use Data Loader or more robust tools provided by Salesforce.

  • Support large set of data (max: 50,000 rows)

Utility

The key benefits of using the CSV Parser Flow Screen Component include:

  1. Time-saving: Importing and mapping CSV data to Salesforce objects can be time-consuming, especially with large files. This component automates the process, saving significant time.

  2. Flexibility: The component is not restricted to a particular object or file format, which makes it versatile. It can handle different file values like ContentDocument ID, Base64, or CSV strings and map CSV column headers to any Salesforce object.

  3. Advanced Parsing Options: The component includes sophisticated parsing options like ignoring comments, detecting delimiters, and recognizing escape and quote characters. These advanced features make it a comprehensive tool for all CSV parsing needs.

Tutorials

NameDescriptionIllustration

Quick start tutorial with the component.

Save as content document

The new "Save As Content Document" feature in the Avonni CSV Parser component simplifies CSV data management in Salesforce flows. By enabling this option, you can store uploaded CSV files directly within Salesforce.

Benefits

  • Streamlined Workflow: Eliminate manual file management and keep CSV data alongside relevant Salesforce records.

  • Improved Accessibility: Easily find, share, and collaborate on CSV data using Salesforce's built-in sharing controls.

  • Secure Storage: Protect your CSV files with Salesforce's security and compliance features.

  • Enhanced Management: For your CSV data, Leverage Salesforce's document management tools (versioning, permissions, etc.).

How to Use

  1. Enable the Feature: In the CSV Parser component's properties, set the saveAsContentDocument property to true.

  2. Provide Details (Optional):

    • contentDocumentId: Use if you want to update an existing Content Document.

    • contentDocumentLinkedEntityId: Link the Content Document to a specific Salesforce record (e.g., Account ID).

    • contentDocumentTitle: Set a title for the Content Document

CSV Parser Properties

NameDescription

Object Name

This defines the name of the object from which fields are retrieved for the purpose of mapping the CSV column headers.

File Value

This property can either be a ContentDocument ID, a Base64 encoded string, or a CSV string. When this property is provided, the file input is concealed and the component functions as a CSV mapper using the provided file value.

Required Fields to Map

These are the Salesforce object fields that need to be mapped.

Default Mappings

With "Default Mappings", you can pre-define how the columns in your CSV file correspond to the fields in the Salesforce object you're working with. This means you can set up a standard template or pattern of how data from the CSV should be interpreted and where it should be placed in your database.

Hide Mapping

When this property is set, the mapping section is hidden and mapping is done automatically.

Hide Sample Data

If set, the sample data displayed beneath the column name in the mapping section is hidden.

Parser Option Properties

NameDescription

Comments

This represents a comment identifier (e.g., # or //). Any line in the CSV file starting with this string will be ignored during parsing.

Delimiter

The character used to separate fields. If left blank, it will auto-detect from a list of common delimiters, or any values provided in Delimiters To Guess.

Delimiters To Guess

An array of delimiters that the parser will choose from if the Delimiter option is not set.

Encoding

Specifies the encoding to be used when opening local files. It must be a value supported by the FileReader API. Default is “UTF-8”.

Escape Characters

The character used to escape the quote character within a field. Default is “"”.

Fast Mode

This speeds up parsing significantly for large inputs. However, it only works when the input does not contain any quoted fields. Fast mode will automatically be enabled if no ” characters appear in the input.

New Line

The sequence used to represent a new line. If left blank, it auto-detects. Must be one of , , or .

Quote Characters

The character used to quote fields. Quoting of all fields is not required. Any unquoted field will be read correctly. Default is “"”.

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