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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, Google Drive, Box, 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.
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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 [email protected] if you require additional guidance.
|Configure your OneCloud Workspace||Create Workspace variables and create environments for LCM.||5m||Yes|
|Create an Anaplan Connection||Create a standard connection to Anaplan to exchange data, run actions and processes and perform other administrative tasks.||10m||Yes|
|Create a Relational Connection||Create a connection to either an Oracle or SQL Server relational database to query, load and execute commands.||5m||Optional|
|Create a Salesforce Connection||Create a connection to Salesforce to directionally exchange data.||5m||Optional|
|Load Data from a Flat File||Load a sample text file to Anaplan as a staging Import Data Source.||10m||Optional|
|Simple Flat File Transformation||Add a column for a unique ROW ID and strip a column in the flat file.||10m||Optional|
|Upload relational data to Anaplan||Load a sample data set from a relational database to Anaplan as a staging Import Data Source.||10m||Optional|
|Salesforce to Anaplan via Custom Report||Load a sample Salesforce custom report to Anaplan.||15m||Optional|
|Salesforce to Anaplan via SOQL Query||Load Salesforce data to Anaplan via Salesforce Object Query Language (SOQL).||15m||Optional|
|Anaplan to Salesforce Bulk Update||Export updated Opportunity data in Anaplan to Salesforce.||25m||Optional|
|Execute Actions and Processes||See how to use OneCloud to automate Anaplan Import and Export Actions and Processes.||20m||Optional|
|Chain Promotion||Learn how to promote a chain from one environment to the next.||10m||Optional|
Updated 6 months ago