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Jitterbit Connect Salesforce Wizards
The Jitterbit Salesforce Connector is the fastest and simplest way for Salesforce .org users 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
A Salesforce account that does not have multi-factor authentication (MFA) enabled is required. To configure a Salesforce account without MFA, make sure that the Permission Set assigned to the Salesforce integration user does not have the selection Multi-Factor Authentication for API Logins. Integration user logins are exempt from Salesforce's MFA requirement, as described by Salesforce in their documentation Does MFA Affect API Integrations? and Salesforce Multi-Factor Authentication FAQ.
The Salesforce API version that is used depends on the agent and Design Studio version you are using:
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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.
This section provides details about the Jitterbit Salesforce Connector including creating and configuring a Salesforce endpoint.
- 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:
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.
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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.
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