The safe, simple, seamless migration to Salesforce
that puts you squarely in the driver's seat.
Masters of Both Platforms
Deliver the Perfect Tool
The Pivotal-Salesforce Connector is a middleware tool with pre-built connections to Pivotal and Salesforce that allow for easy implementation of bi-directional data integration. We built the connector for some of our Pivotal customers who wanted our help migrating to Salesforce, and we provided that help in a way we believe no other partner can. With perhaps the most experienced team of Pivotal engineers across the globe, a robust internal Salesforce practice-we fully appreciate the complex ins and outs of both platforms.
This makes us ideally suited to delivering Salesforce migrations that
are safe, simple, seamless, and (perhaps surprisingly) stress free.
See more Tokara CRM Connector Products.
What’s in it for your business?
This connector isn’t simply one among the myriad cookie-cutter bridging options available to companies considering a move from a legacy CRM system to Salesforce; it’s a custom-crafted differentiator built by global leaders in both solutions who know the ins and outs of those systems forward and backward.
—User & Client Migration Manager
Features & Functionality
Automatic, bi-directional, near-real-time sync using Pivotal scheduled script service means every time a data point is changed in one platform, it’s also changed in the other, so you know you’re always using the most up-to-date information.
Built-in logging and error handling can deliver information into a file or SQL database table, so you can create automated queries within SQL server to pull errors rather than searching through log files.
Straightforward data mapping in the Pivotal-Salesforce Connector allows for easy mapping of most fields using only Excel or Google Sheets. If complex mapping is required, it can be coded in C# as a Pivotal custom server task.
Unlimited Synced Objects
While running time may be affected by the number of synced objects, there is no limit on the number of objects that may be synced between the two platforms.
The Pivotal-Salesforce Connector communicates with Salesforce using its REST API, taking advantage of its simple HTTP calls for inter-machine communication rather than using more complex options.
Flexible Data Transfer
With the Pivotal-Salesforce Connector, the originating system can pull data from multiple objects/tables and place the results into a single object or table. Dropdown fields allow you to select which Pivotal tables and fields you want to map.
The Pivotal-Salesforce Connector interface allows you to easily filter which records you do and do not want to transfer (i.e., you could limit the transfer to only closed opportunities, companies in New York, etc).