Zuar Runner Integrations:
Salesforce
Automate the collection of Salesforce data, combine it with data from hundreds of other potential sources, and transport it to the data warehouse of your choosing.
Zuar Runner Data Staging Platform
Zuar Runner is an automated, end-to-end data pipeline solution that stages data for analytics. Easily integrate data from multiple sources into a database and prepare it for analysis. We set up everything for you as a service, in the cloud or on-premise.
What Salesforcedata can Zuar Runner work with?
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Standard Fields
Runner can port default fields including those from leads, opportunities, accounts, etc.
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Custom Fields
Runner can port any custom field that your organization has created.
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System Fields
Don't lose critical data like date created and date last modified.
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Runner plays nice with all field types, like combobox, multipicklist, textarea, etc.
Learn what other benefits Runner can bring to your data pipeline by scheduling a free consultation today!
"Zuar Runner is by far the best data integration tool that we use."
HANDS ON: How Runner's Salesforce Integration Works
- 1. Select Salesforce as a destination database.
- 2. Use Zuar Runner to choose specific metrics and dimensions and/or transform the data with SQL.
- 3. Add contextual information to help with analysis. Pivot, aggregate, pre-calculate and create new tables for advanced analytics.
- 4. Schedule each step of the process for automation and monitor the flow of data with built-in alerts.
Salesforce Connector FAQs
How do I extract Salesforce data?
- 1. Using a Salesforce API such as REST API or SOAP API to export the data.
- 2. Using Salesforce Connect to integrate Salesforce data to an external source.
- 3. Implementing a third-party tool (such as Zuar’s ELT solution, Runner) to set up an automated data pipeline that can combine and model your data with data from alternate sources before transporting to its final destination, such as a data warehouse.
How do I export a Salesforce report to Excel automatically?
- - You can schedule a report to run automatically at specific intervals, such as daily, weekly, or monthly by clicking the "Schedule Future Runs" button.
- - You can also automate this extraction by using a scripting language like Python, or by connecting Salesforce to a third-party tool, like Zuar’s ELT solution, Runner, for a more efficient and user-friendly solution.
Which tool can we use to import and export the data in Salesforce?
- - Built-in: Salesforce has a feature called data loader that can be used to export data to CSV files and import wizard that guides though the process of uploading data through CSV files. Additionally, Salesforce APIs can be used by developers to import and export data.
- - Third-Party Tools: ETL/ELT solutions can be used to automate the import and export of data to/from Salesforce, a quicker and more flexible solution (that comes with a cost).
How do I extract data from Salesforce to Excel?
- - Salesforce has several methods of extracting data from Salesforce and exporting it to Excel including their built-in reporting feature as well as their data export service.
- - Additionally, Salesforce API allows users to access and manipulate Salesforce data. Lastly, a third-party solution (such as Zuar Runner) can be used to automate the modelling and transport of data from Salesforce to an external location.
How do I export data from Salesforce to SQL?
- 1. Salesforce API: You can use Salesforce APIs, such as the REST API or the Bulk API, to extract data from Salesforce and load it into SQL, though this requires knowledge of SQL.
- 2. Data Loader: Salesforce provides a command-line tool called Data Loader that can be used to automate the extraction of data from Salesforce to SQL.
- 3. Third-party tools: There are also third-party tools (such as Zuar Runner) that offer a more efficient way to automate the transfer of data from Salesforce to an external source.