Amazon S3 is object storage for files in a bucket. Teams land extracts, reports, and operational CSVs there, then need those files in Salesforce, or a copy of Salesforce data back in the bucket.
Load a CSV from an S3 bucket into Salesforce. Insert, update, upsert, or delete Accounts, Contacts, Leads, Opportunities, and custom objects. Useful when marketing, analytics, or operational extracts already live in a bucket and need to be available in Salesforce.
Create the connection with a name, URL, and bucket, plus an access key and secret key. You can also connect with an AWS role ARN. You may need to allow the Dataimporter IP addresses.
On the job, enter the path to the file and the Salesforce object to load into. Wildcard filenames work when the name changes on each run. You can also rename the file after it is processed, so you can see which files have already been loaded and the same file is not processed twice.
Set the field mapping and cleaning rules once, then schedule the job. The same path can run again, or a new file can be picked up as it lands in the bucket.
Write a Salesforce object out to a path in the bucket. Enter the export path and the object to export from. Use this for an archive, a handoff to another system, or a file another team can read without Salesforce access.
