What is Process to Integration of Jitterbit and Salesforce?

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Among a plenty of Salesforce buddies, when it comes to connecting Salesforce and database together then only one word strikes in mind quickly i.e. Jitterbit. The tool is highly popular among database developers too. The integration of Jitterbit and Salesforce is one of the sought-after skills that should be learned by every Salesforce developer. The objective of this blog is to make you familiar with the tool and keep yourself ready for a successful integration during your next Salesforce project.

Topic to be Covered in the Blog

  1. What is the need of cloud-based third-party data loaders?
  2. How to integrate Jitterbit with Salesforce?
  3. What are the Features of Jitterbit Data Loader?

“Jitterbit is the robust manipulation and data-migration tool for Salesforce that allows the cloud-based CRM to connect with external database or documents quickly. It can be used with all possible Salesforce editions including Oracle database, SQL server, XLS files, TVS file and more.”

What is the need of cloud-based third-party Data Loaders?

When it comes to database creation, management, or data updates then the overall process is quite boring, expensive, and time-consuming too based on the traditional approach. Today, due to technological advancements and multiple user-interface techniques, you can complete the same task quickly. Now database maintenance is much easier and faster than your expectations.

Salesforce is a user-friendly CRM system still it is able to handle internal databases only. But how can you manipulate the external databases within Salesforce? In this post, we will explain to you how can you integrate the salesforce with external databases in a few easy steps. There are two solutions you should focus on when planning for Jitterbit and Salesforce integration

  1. Firstly, we need to develop a custom data-loader from scratch and
  2. Secondly, we need a prebuilt data migration tool too.

Now clubbing two facts together, this is clear that database maintenance helps to make or break an organization together. Most organizations don’t prefer any custom data loader because it is not user-friendly. This is the biggest reason why should you switch to the Salesforce in the first place. Here, the third-party tools are the top priority for the job. One of the most common tools is Jitterbit that is commonly needed for the database integration.

How to integrate Jitterbit with Salesforce?

The integration of Jitterbit and Salesforce is not easy if it is completed step by step as discussed below. This does not demand the heavy codes, but all you have to do is give below –

  1. First of all, you should download the Jitterbit from the AppExchange. Open the AppExchange and type Jitterbit Data Loader there to download. You can directly download the app from Jitterbit website with the link What is Process to Integration of Jitterbit and Salesforce?
  2. Once downloaded, install it in your build and map the database too. Now create an account with Jitterbit app before you start using the application. Although the application is free to download, it takes a small amount for account creation.
  3. Login to your account and download the Jitterbit Salesforce Data Loader quickly. The open source application is available for free for Windows and MAC OS.
  4. Now install the application and run. Enter the important credentials to connect with the databases. Don’t forget to configure the application so that you can connect with the external databases immediately.
  5. In this step, you need to map the Salesforce and external databases together with a point-click operation.

What are the features of Jitterbit Data Loader?

The free tag creates an illusion in mind that it is worthless and it has limited features only but this illustration is not true. Jitterbit Data Loader had a plenty of features and some of them are given below –

  • A graphical wizard with simple point-and-click operations.
  • This is easy to update, insert, delete queries in databases with bulk loads.
  • The operations are automated quickly with customized schedules and reuse facility of queries.
  • It offers connectivity with all kind of databases including JDBC and ODBC connections.
  • It is possible to connect with all type of accounts with Group and Professional Editions.
  • There is one automatic backup feature in Jitterbit but you need a paid account to avail this feature.
  • The operations are easy to administer with Jitterbit cloud Data Loader including logs, history, or queues etc.
  • Advanced mapping features for powerful connectivity with external databases that automatically connects you with similar database fields.
  • It offers support for voluminous third-party integration APIs.

The basic version of Jitterbit is available for free of costs while you need to buy the paid version to avail more advanced features. This is a powerful integration platform and we recommend to work on the free version first. If everything goes well then you can quickly switch to the Jitterbit platform.

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