Zuar Runner Integrations:

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.

Salesforce data pipeline diagram

Move and Model Your Salesforce Data to Wherever You Store Your Analytics Data

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.

Zuar Runner data pipeline diagram

What Salesforcedata can Zuar Runner work with?

  • Standard Fields

    Runner can port default fields including those from leads, opportunities, accounts, etc.

  • Custom Fields

    Runner can port any custom field that your organization has created.

  • System Fields

    Don't lose critical data like date created and date last modified.

  • 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 Data Source

"Zuar Runner is by far the best data integration tool that we use."

Mike Forde, Founder/CEO, Positive Insights Consulting

HANDS ON: How Runner's Salesforce Integration Works

  1. 1. Select Salesforce as a destination database.
  2. 2. Use Zuar Runner to choose specific metrics and dimensions and/or transform the data with SQL.
  3. 3. Add contextual information to help with analysis. Pivot, aggregate, pre-calculate and create new tables for advanced analytics.
  4. 4. Schedule each step of the process for automation and monitor the flow of data with built-in alerts.
View Documentation

Salesforce Connector FAQs

How do I extract Salesforce data?

Salesforce data can be extracted in several ways:
  1. 1. Using a Salesforce API such as REST API or SOAP API to export the data.
  2. 2. Using Salesforce Connect to integrate Salesforce data to an external source.
  3. 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?

There are a couple ways to automate the export of Salesforce report:
  1. - You can schedule a report to run automatically at specific intervals, such as daily, weekly, or monthly by clicking the "Schedule Future Runs" button.
  2. - 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?

Salesforce has multiple ways to import and export data, some built-in and some third party:
  1. - 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.
  2. - 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?

There are several ways to extract data from Salesforce and export it to Excel:
  1. - 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.
  2. - 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?

There are multiple ways of exporting Salesforce data to SQL including:
  1. 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. 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. 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.

What is data pipeline in Salesforce?

A data pipeline in Salesforce refers to the process of moving data from one system to another, typically from external sources to Salesforce or from Salesforce to external systems. The data pipelines typically include data import, data extraction, and data transformation. This can be done using features built-in to Salesforce (such as a Salesforce API or tools like data loader) or using third-party tools, which offer a more efficient and sustainable long-term solution. An example of this is Zuar’s automated data pipeline solution, Zuar Runner.

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