Features & Functionality
Automatic, bi-directional, near-real-time sync using Saratoga 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 Saratoga-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 Saratoga 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 Saratoga-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 Saratoga-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 Saratoga tables and fields you want to map.
The Saratoga-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).
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.