101 Tutorial
Last updated
Last updated
The CSV Parser Component allows you to import and process CSV data efficiently. Follow these steps to integrate it into your screen flow:
Begin by creating a new screen flow.
Drag and drop the Avonni CSV Parser component onto your screen flow canvas.
Click on "Open Component Builder" to start configuring the CSV Parser.
The most crucial step is to choose the correct Object Name. This tells the parser which Salesforce object (like Accounts or Contacts) your CSV data should be imported into.
Next, if your CSV data is ready, you can enter it in the File Value field.
If you want the parser to automatically map your CSV columns to your object fields, leave the Hide Mapping option checked. If you want to see and adjust the mapping yourself, uncheck it.
Finally, the Parser Options section lets you fine-tune how the parser interprets your CSV file. For example, you can set the character used to separate values (like a comma or semicolon) and how to handle special characters.
Add an Avonni Button Component: This button will enable users to proceed to the next screen after completing data mappings.
Configure the Button: Set a label for the button and choose any branding or additional settings as required.
Define the Interaction: Go to the interaction tab in the Component Builder. Here, set up the button so that when users click it, the flow moves to the next screen. Select 'Flow Navigation Type' and then choose 'Next Screen'.
Add a Data Element: Place a data element (like 'Create' or 'Update') below your screen element in the flow.
Connect to CSV Parser: Link this data element to the records collection output of the CSV Parser component. This connection ensures that the new records are created or updated based on the data parsed from your CSV file.
Following these steps, you can effectively use the CSV Parser Component to import and process CSV data within your flow.
Handling Special Characters with the CSV Parser Component
If you encounter issues with parsing special characters such as "á" while using the CSV parser component, it's likely related to the file encoding. To prevent such problems, save your file in the UTF-8 format. If the issue persists, double-check the encoding settings and try re-saving the file in the UTF-8 format again. This step should resolve any character parsing issues you might be experiencing.
