Step 1: Upload data to Amazon S3

Suppose you have data that you want to turn into Salesforce account records. You acquired this data from a web form and used it to generate account records. You can upload this list of additional accounts to Amazon Simple Storage Service (Amazon S3). Amazon AppFlow can transfer the data from Amazon S3 to Salesforce to synchronize your customer relationship management (CRM) data.

To use Amazon S3 as your source for the flow, create a storage container, called a bucket, and populate it with data. Amazon AppFlow can transfer the data within an S3 bucket to any of the supported destinations. In this step, you create an S3 bucket, create a source folder within the S3 bucket, and upload sample data to the source folder.

(Optional) Download sample data

If you have your own data that you want to use for this tutorial, you can skip this step. Also, if you use a SaaS application other than Salesforce, this sample data may not be useful.

The sample data includes nine account records. Download this sample data set.

To get the sample data

1. Download the zip file tutorial-account-data.zip.

2. Extract the zip file. The unzipped file called tutorial-account-data.csv contains the sample data set.

Create an S3 bucket

After you extract your sample data, use the AWS Management Console to create an S3 bucket to store your data. Your S3 bucket must occupy the same AWS Region as the one where you want to use Amazon AppFlow.

To create an S3 bucket

1. Open the Amazon S3 console at https://console.aws.amazon.com/s3/.

2. In the Buckets section, choose Create bucket.

3. For Bucket name, enter a descriptive name. The name must be globally unique. For example, enter username-appflow-tutorial.

4. For AWS Region, choose the same Region as your Amazon AppFlow console.

   Warning

   If your S3 bucket isn't in the same AWS Region as your console, your flow can't access it.

5. Keep the other settings at their default values. Choose Create bucket.

Create a folder in an S3 bucket

Now that you have an S3 bucket, use the console to create a folder in the bucket where you want to store the sample data. While a folder isn't essential, it's useful for keeping your files organized.

To create a folder in Amazon S3

1. Open the Amazon S3 console at https://console.aws.amazon.com/s3/.

2. In the Buckets section, choose your S3 bucket from the list.

3. Under the Objects tab, choose Create folder.

4. For the folder name, enter source.

5. Choose Create folder.

Upload data to Amazon S3

Now that you have set up your S3 bucket, upload the data.

To populate the S3 bucket with data

1. Open the Amazon S3 console at https://console.aws.amazon.com/s3/.

2. In the Buckets section, choose your S3 bucket from the list.

3. Choose the source folder. Then, under the Objects tab, choose Upload.

4. Choose Add files, and choose your data set. If you downloaded the sample data set, choose the tutorial-account-data.csv file.

5. Choose Upload.

You now have an S3 bucket with sample data in the source folder.

Additional resources

For more information on Amazon S3, see the following resources:

• Amazon S3 in the Amazon AppFlow User Guide.

• Amazon S3 in the Amazon S3 User Guide.