Supercharge your Client Servicing, Households, Families, Subscribers, Logistics, and Centres of Influence with free advice on DIY central. You can also earn how to share and sync data between systems, reducing data-entry, toil, and mistakes.
Get up and running in minutes or hours – instead of weeks or months – pulling data from many common JSON APIs:
Market Prices
Finance Data
HR and User Profile Synchronization
Almost any API you have access to!
Sync one, ten, or even 100 different APIs with one tool for the same cost ( see limitations at the bottom of this page )
Transform Your Data
Perform ETL data transformations in real-time as you sync your data and perform:
Data validation
Calculations
Multiple & regex replace operations
Data-casting / typing / conversion
Text-transforms: uppercase, lowercase, title case, etc.
Join or concatenate many API fields to one Salesforce field
Split fields ( API field to many Salesforce fields, or partial API field to one Salesforce field )
Lookups / Master-Detail / References – convert API field value to a Salesforce ID ( sfid )
Data On Your Schedule
PULL sync allows you to import data into Salesforce on a click, a trigger, or on your own schedule – out of the box
PUSH sync provides the ultimate in on-time, as-needed, data integration for APIs that you control – out of the box
APIs that you don’t directly control can easily be wrapped and turned into a real-time push-sync ( if you have some experience with and the ability to create your own web server )
Synchronize or Reconcile Data Into Any Accessible Salesforce Object + Field
You can sync the Salesforce fields of your choice, for almost any object type (the Object and Field must be accessible by the managed package and the sync user)
Want to send data from one API to two objects? Ten? No problem
Want to sync data from 10 APIs into one Object? No problem
* Always test in a sandbox and back up your data
PULL data from almost API
The package supports: Basic, Token, and Salesforce Named Credential Authentication ( Oauth2, Password, etc. )
User-definable headers, query parameters, and request body allow for a nearly unlimited range of options for GET and POST requests
Built-in Token auth will make a call to your Token provider, grab the token and contsruct the Authorization header for the actual API call
PUSH data into Salesforce from an API you control
Send data directly to the built-in sync manager and update a few to thousands of records at a time
Wrap third-party API responses and forward them to the push-sync manager
Accelerate Sync Deployment
Control data on your schedule
API sync on demand: ALL APIs, by Salesforce Object Name, by Sync Option set
Schedulable sync: included apex scheduler to get your APIs running weekly, nightly, etc.
Trigered sync: write simple apex code to trigger a sync on changes to a record
Get Support And Advice With Your Specific Integration
We will always try to answer quick, straightforward questions about the tool without charge
While we have endeavoured to create a managed package that will consume almost ANY API, the reality of JSON and APIs in general, is that their structure is entirely dependent on the whims of the API programmer. Therefore, if you
run out of free support, we are available for paid support and consulting should you run into any problems
Security
No data ever comes to or goes through sfPlugins
All sync happens between your Salesforce Org and the APIs you use
The app never talks to any third party servers except for the APIs you configure
SLL ( https ) is enforced by the application – http-only endpoints cannot be synced at this time
Only Salesforce Admins should have access to the Sync Manager UI
The app itself is username and password locked, helping to protect your settings and sensitive data from accidental disclosure
Salesforce Named Credentials for maximum security – Password & Oauth2 are supported
Formats, Options, & Technical Specifications
JSON APIs only
GET & POST methods are supported for API retrieval
Basic / Token / Ouath2 Support
Request Headers – send custom headers with your API request
Authorization
AWS x-api-key
Content-Type / Accept
etc.
Request Paramaters – send custom query string parameters with your API request
Request Body – for POST requests
Pagination is supported for the following cases, see limitations & workarounds for more info:
next-token based pagination
limit / offset based pagination
Unique querystring paramater – send a Salesforce field’s value as part of your
querystring. Examples: /users/<custom_id__c>?fields=id,email OR /users?id=<custom_id__c>
(There are many more possible combinations)
Upsert, Insert, and update modes are supported
All records in a salesforce object can be synced or only the records that are explicitly allowed to sync
More than 50 user-configurable options for each API
Get up and running in minutes or hours – instead of weeks or months – pulling data from many common JSON APIs:
Market Prices
Finance Data
HR and User Profile Synchronization
Almost any API you have access to!
Email delimited files ( CSV ) up to 300k per file as per SF limits.
Supports Custom Queries
Sync one, ten, or even 100 different APIs with one tool for the same cost ( see limitations at the bottom of this page )
Transform Your Data
Perform ETL data transformations in real-time as you sync your data and perform:
Encode and Escape data
Data validation
Calculations
Multiple & regex replace operations
Data-casting / typing / conversion
Text-transforms: uppercase, lowercase, title case, etc.
Join or concatenate many API fields to one Salesforce field
Lookups / Master-Detail / References – convert API field value to a Salesforce ID ( sfid )
Data On Your Schedule
PULL sync allows you to import data into Salesforce on a click, a trigger, or on your own schedule – out of the box
PUSH sync provides the ultimate in on-time, as-needed, data integration for APIs that you control – out of the box
APIs that you don’t directly control can easily be wrapped and turned into a real-time push-sync ( if you have some experience with and the ability to create your own web server )
Synchronize or Reconcile Data Into Any Accessible Salesforce Object + Field
You can sync the Salesforce fields of your choice, for almost any object type (the Object and Field must be accessible by the managed package and the sync user)
Want to send data from one API to two objects? Ten? No problem
Want to sync data from 10 APIs into one Object? No problem
* Always test in a sandbox and back up your data
PULL data from almost API
The package supports: Basic, Token, and Salesforce Named Credential Authentication ( Oauth2, Password, etc. )
User-definable headers, query parameters, and request body allow for a nearly unlimited range of options for GET and POST requests
Built-in Token auth will make a call to your Token provider, grab the token and contsruct the Authorization header for the actual API call
PUSH data into Salesforce from an API you control
Send data directly to the built-in sync manager and update a few to thousands of records at a time
Wrap third-party API responses and forward them to the push-sync manager
Accelerate Sync Deployment
Control data on your schedule
API sync on demand: ALL APIs, by Salesforce Object Name, by Sync Option set
Schedulable sync: included apex scheduler to get your APIs running weekly, nightly, etc.
Trigered sync: write simple apex code to trigger a sync on changes to a record
Get Support And Advice With Your Specific Integration
We will always try to answer quick, straightforward questions about the tool without charge
While we have endeavoured to create a managed package that will consume almost ANY API, the reality of JSON and APIs in general, is that their structure is entirely dependent on the whims of the API programmer. Therefore, if you
run out of free support, we are available for paid support and consulting should you run into any problems
Security
No data ever comes to or goes through sfPlugins
All sync happens between your Salesforce Org and the APIs you use
The app never talks to any third party servers except for the APIs you configure
SSL ( https ) is enforced by the application – http-only endpoints cannot be synced at this time
Only Salesforce Admins should have access to the Sync Manager UI
The app itself is username and password locked, helping to protect your settings and sensitive data from accidental disclosure
Salesforce Named Credentials for maximum security – Password & Oauth2 are supported
Formats, Options, & Technical Specifications
JSON, X-WWW-FORM-URLENCODED, CSV/DELIMITED
GET & POST methods are supported for API retrieval
Basic / Token / Ouath2 Support
Request Headers – send custom headers with your API request
Authorization
AWS x-api-key
Content-Type / Accept
etc.
Request Paramaters – send custom query string parameters with your API request
Request Body – for POST requests
Pagination is supported for the following cases, see limitations & workarounds for more info:
next-token based pagination
limit / offset based pagination
Unique querystring paramater – send a Salesforce field’s value as part of your
querystring. Examples: /users/<custom_id__c>?fields=id,email OR /users?id=<custom_id__c>
(There are many more possible combinations)
All records in a salesforce object can be synced
More than 50 user-configurable options for each API
Choose which labels to display and optioanlly, override them for full control over how relationships are displayed
Visualize and track households, centres of influence, and related entities
Drill down through hierarchies and relationship structures
Customize the colours and contours of the tree view
Show custom fields and tooltip text on a per-object basis
* FLS and Sharing rules are respected – only accessible objects, fields, and records will be visible to the user
Unleash The Power of the Tooltip
Roll-up as many as 10 fields for each object:
Show tooltips based on many field tpyes: text, numeric, checkbox, picklist, date, time, email, url, formula, address, geo-location, lookup & even relationship-based fields
Copy directly from the app and paste into MS Word, Email, etc.
Built in Reports
View reports by object type
Export relationship information to CSV up to 9500 records at a time
Admin
Salesforce Admins have access to the Relationship Manager UI
Define relationship types and wording
Manage supplemental labels
Manage tooltips
Users can edit and update relationships respecting Salesforce Field Level Security and Sharing rules
Security
The app never talks to any third-party servers
Input is cleansed before being displayed on screen
Management console is username and password protected
Known Limitations
A single record’s tree and/or list views cannot display more than 75-90 different objects ( which is massively beyond the number that some other products support )
Performance of tooltips will decrease after 2000 relationships on a single record, and will, at some point, no longer load due to Salesforce limits
Despite our best efforts, it is possible to encounter issues that we are not aware of, in which case, please contact support
Get Support And Advice
We will always try to answer quick, straightforward questions about the tool without charge
If you run out of free support, we are available for paid support and consulting should you run into any problems
Book a Live Demo Today:
Support:
Every subscription comes with two hours of free support, additional support is available through our contact page at industry standard rates:
This should be enough to get a few APIs syncing in your Sandbox environment
Always test in Sandbox
Please read the documentation and go through the demos before using your support hours to get the best possible use of support hours
Please test your APIs with a tool like cURL or Postman before contacting support
Generally speaking, if your API call works in cURL or Postman, it can be configured for the Sync Engine and synced into Salesforce
For push APIs, you should have access to a web server and a developer who can write simple http requests. All that is needed for push syncing is a web service capable of:
obtaining a token from Salesforce ( see documentation )
making a second call with the token and posting a JSON body like: String_1 + String+2 + String_3
