Jitterbit Connect Salesforce Wizards

Summary

The Jitterbit Salesforce Connector is the fastest and simplest way for Salesforce.org users to integrate their sales, marketing, and support processes with other in-house or cloud-based systems, from on-premises ERP systems to cloud applications. Without requiring assistance from IT, Jitterbit is able to quickly and easily integrate data such as leads, customers, opportunities, and cases with other applications, giving Salesforce users a single, reliable view of the latest customer and product information.

Features and benefits of the Jitterbit Salesforce Connector include:

• Empowering sales and support to view complete customer information from anywhere
• Amplifying the value of customer information in Salesforce by connecting other systems
• Establishing a clear system of record to eliminate data duplication and inaccuracy
• Tapping into the power of the Internet-of-Things and connected devices
• Create, Read, Update, and Delete access to all Salesforce data through Salesforce Connect

Supported API Versions and Prerequisites

The Salesforce API version that is used depends on the agent and Design Studio version you are using:

You must be using both a Harmony Agent and Design Studio version that meets the above requirements to use the listed Salesforce API version. When opening an existing Design Studio project that uses the Salesforce connector and meets both agent and Design Studio version requirements, you will be prompted to upgrade to the latest supported Salesforce API version.

Salesforce REST API versions 41.0 and higher use Salesforce Bulk API 2.0 for bulk process operations. Prior versions use the Salesforce Bulk API.

Agent upgrades that skip Salesforce REST API versions implicitly include support for intermediate API versions.

Refer to documentation provided in the links above for information on the schema fields.

The Salesforce connector supports using Jitterbit Harmony Cloud or Private Agents.

Connector Overview

This section provides details about the Jitterbit Salesforce Connector including creating and configuring a Salesforce endpoint.

Available wizards:

• Salesforce Org Wizard
• Salesforce Query Wizard
• Salesforce Upsert Wizard
• Salesforce Insert Wizard
• Salesforce Update Wizard
• Salesforce Delete Wizard
• Salesforce Bulk Process Wizard

Advanced options for connecting to Salesforce:

• Salesforce Advanced Options

Overview Documents

For an overview, consult the datasheet and technical overview documents.

Watch and Learn

Salesforce Integration Made Easy

Jitterbit simplifies Salesforce integration, rapidly connecting your front and back office applications and help you become a Customer Company. Discover how easy Jitterbit makes integration with purpose-built connectors for the Salesforce and popular Cloud, On-Premises, Social, and Mobile apps.

Set Up Salesforce Connect for Jitterbit Integration

This quick 5-minute video shows how you can leverage Salesforce Connect using OData and the Jitterbit Harmony cloud integration platform.