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Skyvia Data Integration for Salesforce
All-in-one cloud data platform for no coding Salesforce integration
- Business Need
- Integration
Skyvia integrates Salesforce with all major cloud apps and on-premise data sources, automating your business data flows. It supports a wide range of data integration scenarios and does not require any coding knowledge.
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Showing 7 of 7 Reviews
Great tool for multiple uploads
We have Salesforce with Causeview and Skyvia allows us to load to 3-4 objects in one upload. Skyvia populates the fields of different objects at the same time. And excluding back ups the loading tool is free to use!
Works, but filtering is limited
My org has a business need to create backups of all CLOSED WON opportunity record attachments. Unable to take it down to this level of granularity when it comes to filtering. Likely going to have to manually go through all opportunity attachments once exported to include only the ones needed.
Thank you for the additional information. Unfortunately, this scenario, i.e. exporting attachments that are currently under any Closed Won opportunity only, cannot be implemented in a Backup package for now. We will consider the possibility to add some improvements for such cases.
Jacob Kohler
10/31/2016
@Skyvia Team - Thanks for offering that. Ultimately, we need to make copies of attachments (attachments only) that are currently under any Closed Won opportunity records in one of our instances of Salesforce. Those attachments are where our contracts are housed.
If we understood you correctly, you need to create a backup package for the Opportunities entity with the following filter settings - StageName='Closed Won', don't you? If yes, please perform the following steps: - create a new Backup package with the necessary Salesforce connection; - select the Opportunities entity and click 'edit task' - the 'Task Editor (Opportunity)' window will be opened; - click 'Add Condition', set filter: StageName equals 'Closed Won'; - click Save button. Please refer to https://skyvia.com/resources/docs/index.html?how_to_create_or_edit_backup.htm If it is not what you mean, please describe your scenario more clearly.
inport data
I didn't found a function that inport data.
Sandbox
Interested in using this tool however it doesn't give me the option to trial it in my sandbox
Data Loader
01/08/2015
Did you try to set Sandbox in Environment in Connection Editor? Have you got any errors?
Great App
We were looking for a daily backup solution. The SQL Server replication works extremely well and it's so easy to maintain. I really like the ability to have multiple tasks in a package. This makes things much simpler. These guys also provide first class support for their App.
Perfect
It works great for integration. In my project, it was used for FTP to Salesforce to FTP integration using CSV. Very easy to use. I contacted support and response was quick, got my queries resolved.
Nice app with fast and great support
We use this app to export and import csv file to and from Dropbox. This app works well and is very easy to use and intuitive. The support and maintenance is great and fast; they resolved a bug we had in 1 day;-) We will explore more features.
Jacob , if you are still stuck You can try Trueloader it's fairly straightforward to get copies of attachments.