Selecting the fields
When an object is selected, Cast Iron® Express® automatically queries the Source or Target system to identify the fields within that object.
- Records in a CSV file.
- Columns in a table.
- Fields in a salesforce.com object.
- Separator character. This identifies the character used to delimit individual fields within the file.
- Quote character. This identifies the character used to enclose field values, that may span more than one line.
- File has header row checkbox. This determines whether Cast Iron Express processes the first row of the file as a header row.
- Number of footer rows. This determines the number of rows at the bottom of the file to be ignored. For example, if the file contains totals or summaries.
Some fields are marked as optional by the Target system and some are marked as required. For example, you must provide a name to create an Account object using salesforce.com. Cast Iron Express pre-selects these required fields and disables the check-box for that field to prevent de-selection. These fields are marked with an asterisk (*) after their name.
Other fields may be optional but commonly used; Cast Iron Express pre-selects these fields to save time, but you can alter these selections.
At any time, the Source or
Target system may change; a new custom field may be added to the connected
salesforce.com account, a new column may be added to a database table,
or a new file format uploaded to an FTP server. Refresh the list of
fields for a given object by clicking the refresh icon in the Available
Fields section.
Once field selections are complete, click the Done button.
The
Source or Target is now completely defined and you are returned to
the main integration overview. The Source or Target is marked as complete
with a green tick