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Import Data Into Salesforce

Feature sfPlugins Consultant
No Code Data Sync
  • 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
$$ $$$$
  • 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
Every feature here would take you days, weeks, or months of custom coding, testing, and fixes. And then more fixes…