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How to Integrate Jitterbit with Salesforce?

By Chitiz Agarwal

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While you may be seeking to make the most out of the
Salesforce platform, integrating a few most suitable tools to optimize
the use of it; improving productivity. Salesforce integration with
jitterbit Cloud Data Loader could prove to be a suitable effort towards
giving things a better direction. It is probably one of the most
powerful data migration tools that can make the entire system robust
than ever.

Jitterbit Cloud Data Loader is available for Mac and
Windows; it quickly and very easily automates the export and import of
Salesforce Data. Also, it is the only migration tool that provides
native support to the different editions of Salesforce including
Professional and Group.

It is probably the best platform to rely upon for
ease of use, lightning-fast performance and seamless up-gradation of the
path that leads to enterprise product while you may be seeking complex
integrations for future. Everything is known to function from a single
platform which subsequently means that you can quickly scale to meet up
your integration needs.

Why do you require cloud-based third party data loaders?

When database management, creation or updating data
is considered, the overall process tends to turn out to be quite
expensive, boring and time-consuming as per the traditional approach.
With multi-user interface and other technological advancements, you get
the opportunity to complete tasks with the utmost speed. With these
amazing tools, database maintenance becomes much easier than your

Salesforce is a user-friendly, robust CRM system that
can deal only with internal databases. However, when you’re required to
manipulate internal databases with Salesforce, it may be crucial to
integrate it with various suitable tools. When you’re planning to
integrate Jitterbit with Salesforce, there are two major solutions you
may focus on:

  1. You will have to develop a custom data-loader using scratch.
  2. You may need a pre-built data migration tool.

When these two factors are clubbed together, the
importance of database maintenance for breaking or making an
organization is highlighted. Since most of the custom data loaders
aren’t user-friendly and that is probably why organizations don’t prefer
using them. This reason is big enough to understand why you need to
switch to Salesforce in the first place. In that case, third-party tools
emerge as the top priority for the job. Jitterbit is undeniably one of
the most frequently used applications for database integration.

How to integrate Jitterbit with Salesforce?

Integrating Jitterbit and Salesforce could be
absolutely easy when completed as per the steps mentioned here. It will
not require you using heavy codes and gets things done perfectly with
the least hassle.

  • Firstly, you need to download Jitterbit from AppExchange. Search and
    download Jitterbit Data Loader from AppExchange. The app can also be
    downloaded directly from the Jitterbit website.
  • Once you’ve downloaded the application, install it and also build
    and map the database. Further, create an account with the Jitterbit app
    so that you can start using it. The application is although free to
    download, you will have to spend some amount on creating an account.
  • Next, login using your account details and quickly download the
    Jitterbit Data Loader. This open-source application is known to be
    available for Mac OS and Windows.
  • Install and run the application. You will have to enter several
    important credentials in order to connect with the required databases.
    Also, make sure that you configure the applications to easily connect
    with external databases when needed.
  • Further, you need to map external databases and Salesforce with a point-click operation.

Some considerable features of Jitterbit Data Loader

While you may be seeking to execute Salesforce integration
with Jitterbit, it would be worthy to make out the varied features it
offers. The free tag that comes along Jitterbit often creates an
illusion for the users who then consider it to be useless. However, none
of it is true. Jitterbit data loader comes with plenty of features. The
most important ones have been listed below:

  • It is a graphical wizard that works with simple point-and-click operations.
  • You can easily insert, update, and delete queries within databases that consist of bulks of loads.
  • The operations are known to be quickly automated with rescue facilities and customized schedules.
  • It allows connectivity with almost all types of databases including OBDC and JDBC connections.
  • With Group and Professional Editions, it becomes possible to connect to all account types.
  • Jitterbit also avails an automatic backup feature that is accessible through paid accounts.
  • Using Jitterbit data loader makes it easy to administer operations like logs, queues, history, etc.
  • It comes along advanced mapping features that aid connectivity to
    external databases and connects you automatically to database fields
    that may be similar.
  • It also extends support for various large third-party integration APIs.

You can access all basic Jitterbit features for free
while the advanced features require you to get a paid account for
advanced features. Since this is one of the most powerful integration
platforms, it is suggestible that you practice working with the free
version first. Once you settle handling everything perfectly, you can
immediately switch to the paid version.

Various Jitterbit Pricing and Editions

Jitterbit Data Loading tool comes free of charge
along with various interesting features. However, the advanced features
with it may require you to spend a considerable amount on account
creation. Listed below are a few important differences between the free
and paid version, you should know:

  1. The free version of Jitterbit supports all types of database files
    and offers connectivity with JDBC and ODBC. Along with all the tools and
    features available for free, Jitterbit integration platform provides
    automated data migration among Salesforce CRMs; it allows mapping
    external databases to various Salesforces database tables.
  2. Jitterbit free version comes along a basic operation wizard. Paid
    Jitterbit integration platform comes along an in-built tester, workflow
    designer, advanced scripting features, advanced database manipulation
    features, and large library support.
  3. While the free version has Administrator consoles only, the paid
    integration platform also offers Project Manager and Separate User.
  4. The most significant difference between both the versions is that
    the free versions can be deployed single instance only through an on
    premise computer.

With the above-mentioned details, you can integrate
Jitterbit with Salesforce very easily and seek perfect decision making
for your organization.

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