Distro Batch Upload

The Distro batch upload is the possibility to trigger Distro (insert or update of records) from a spreadsheet and is a nice way to properly distribute a bunch of records at the same time. 

We'll cover how to do it in more detail below.

Table of Contents

• Preparation Steps
  • Prepare your Spreadsheet
  • Prepare your Distro Router
• Data Upload Steps
  • Data Loader Web Version Steps
  • Local Version Steps

Preparation Steps

Prepare your Spreadsheet

The first step is probably the most important one in the preparation of your spreadsheet. Any record that you want to upload in Salesforce needs to respect your Object configuration, so any field that is required or if you have some validation rules in place on that object, everything needs to be ready for a successful upload.

For this example, we’ll upload a list of new leads coming from an Event and we have added all fields in the spreadhseet's header: Last Name, LeadSource, Employees, and Company.

Last Name and Company Name are 2 required fields by Salesforce in our example, so we can’t create any Lead records without these 2 information.

Save your file as a CSV (Comma Separated Values).

Prepare your Distro Router

For this example, we want to route any new lead records with the Lead Source = Events and we want to route them to the appropriate Team based on the number of employees.


When your router is ready, you can publish it but we highly recommend you to test it in the Preview Mode. After that, you should activate it before uploading your records.

Data Upload Steps

To Upload the list of records, we need to use the solution provided by Salesforce called Data Loader. You can either use the Web version or the Local Version.

Data Loader Web Version Steps

1. Connect to https://dataloader.io/.
   
   
2. Click on the top right Login with Salesforce.
   
   
3. Select your environment and enter your credentials.
   
   
   
4. Click on New Task and select Import

   
   
   

5. Select the operation, here it’s an insert of new records, select the Object and click Next.

   
   
   
6. Upload your CSV File.
   
   
   
7. Map your headers to your Salesforce fields and click Next.
   
   
8. Before saving and running it, modify the Batch size to 1 according to the image below. This setting will help Distro listen to all incoming records and route them effectively.
   
   
9. Are you ready? Now Click on Save & Run and wait for the magic to happen. Data Loader will upload each record one after the other and you’ll see your results in your Distro Logs.

Data Loader Local Version Steps

For the Local Version, we need to modify the batch size to 1 before proceeding with the other steps, so this will be our starting point.

1. Open Data Loader and click on Settings
   
   
   
2. Modify your Batch Size to 1 and click OK.
   
   
   For the remaining steps it is a similar experience for the web version: you connect, upload your file, map your fields, and process.
   
   And it's all set! The uploaded records should be properly displayed in your Distro Logs!