Set an integration to move data to and from Anaplan to Salesforce, or between Anaplan models.

You must be connected Anaplan to Salesforce to set an integration.

To add an integration:

  1. Select the object type in which to add an integration (examples: opportunity or account).
  2. Select Add an integration and enter a name.
    Use a unique name of up to 60 characters that starts and ends with a letter or number. Letters used must be in the Latin alphabet . You can include spaces, hyphens (-), and underscores (_), but no other special characters.
  3.  Select the Type from the dropdown below. Choose from:
    • SFDC to Anaplan (an import)
    • Anaplan to SFDC (an export)
    • Anaplan to Anaplan (model to model action)
  4. Select Submit.

Repeat steps 1-4 to add more integrations into the Integration Flow.