CSV Parser

What the Avonni CSV Parser does

The CSV Parser component makes importing data from CSV files into Salesforce easy. It helps you import and organize the data and then connect it to the right fields in your Salesforce objects. This simplifies importing data into Salesforce and makes it readily usable.

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, such as ignoring comments, detecting delimiters, and recognizing escape and quote characters. These advanced features make it a comprehensive tool for all CSV parsing needs.

Tutorials

Name	Description	Illustration
How to use the CSV Parser	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. You can store uploaded CSV files directly within Salesforce by enabling this option.

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

Name	Description
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

Name	Description
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 “"”.