OneCloud

OneCloud for Anaplan Quick Start

OneCloud has some very convenient features to help with the integration, automation, and management of your Anaplan environment. These features can be combined with a variety of touchpoints that OneCloud has with other technologies including Salesforce, Workday, NetSuite and relational databases.

This Anaplan-focused quick start guide will walk you through setting up OneCloud so that it is optimized to work with Anaplan. Not all sections need to be completed, but some do build off of work from completed prior sections.

How do I get access to OneCloud?

We have made it easy for people interested in OneCloud to get access. Simply visit https://app.onecloud.io/new-user to spin up your own full-use trial of OneCloud.

If your company is already a OneCloud customer and you would prefer to use your primary OneCloud environment for this tutorial, then please contact your OneCloud system administrator to ensure you are added to a security group with Workspace administrator access. Please contact support@onecloud.io if you require additional guidance.

Task
Summary
Time Estimate
Required

Create Workspace variables and create environments for LCM.

5m

Yes

Create a standard connection to Anaplan to exchange data, run actions and processes and perform other administrative tasks.

10m

Yes

Create a connection to either an Oracle or SQL Server relational database to query, load and execute commands.

5m

Optional

Create a connection to Salesforce to directionally exchange data.

5m

Optional

Load a sample text file to Anaplan as a staging Import Data Source.

10m

Optional

Add a column for a unique ROW ID and strip a column in the flat file.

10m

Optional

Load a sample data set from a relational database to Anaplan as a staging Import Data Source.

10m

Optional

Load a sample Salesforce custom report to Anaplan.

15m

Optional

Load Salesforce data to Anaplan via Salesforce Object Query Language (SOQL).

15m

Optional

Export updated Opportunity data in Anaplan to Salesforce.

25m

Optional

See how to use OneCloud to automate Anaplan Import and Export Actions and Processes.

20m

Optional

Learn how to promote a chain from one environment to the next.

10m

Optional

OneCloud for Anaplan Quick Start


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