Salesforce Connector

'Fantastic! The functionality is great. We had struggled with the native Salesforce connector as it didn’t pull in custom objects. Great job and thanks for all the help to date.' - Sean Carroll, Head of Marketing at venuesworld.com

Uniformity & Salesforce.com

Salesforce is the world's leading Customer Relationship Management platform. Your Salesforce data holds valuable insights into your business performance. Use your Salesforce data to get some real insights into your business.

We let you choose where your data is hosted - on your premise or cloud, or we can host it. We give you online access to Business Intelligence reports out of the box - or you can use your preferred tool. You can use the data managed by Uniformity.io or you can also add other internal business data.

We give you control to build the solution that is right for you. We can do everything for you - no code, no project, no delays. You can build your own solution using the data we connect for you. It is up to you - we give you the options and the control - now and for the future.

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Put Salesforce data to work

Uniformity allows you to instantly connect Salesforce with your own Data Warehouse or reporting database with just a few clicks of your mouse.

  • 101 Salesforce Data Entities
  • Custom fields included
  • Fully encrypted data transfer
  • Refresh data on a schedule of your choice
  • Choose any database to receive the data
  • Create deep insights to your business from your Salesforce data

Salesforce Analytics

  • Connect

    Using Salesforce's OAuth process, we securely connect with your Salesforce account. The token for future data syncing is stored in a Keyvault storage which is secured using Microsoft technology.

  • Schedule

    Schedule your data to synch as often as you like within the limits of your chosen plan. You can choose what days of the week and the frequency per day.

  • Sync

    Your data will sync as per the schedule. We do this in an efficient way so only data that has changed is brought in. Your reports can be automatically updated with fresh data without any manual intervention.

Uniformity understands that all businesses are unique. Whilst we provide a consistent way to connect your data, we also understand that some of our clients need something a little different. If you need anything that you do not see on our website, just reach out to us and we will endeavour to meet your needs.

How we work with you
  • We are integrated with Microsoft Azure Active Directory so you can register and login to our platform using your existing corporate login and we never see or store your password. This brings peace of mind to security conscious clients. If you do not have a Microsoft account you may also create an account on our platform.

  • You will go through a quick step to allow us access your Salesforce account. This is an OAuth process where by you tell Salesforce to allow us access your account. We will store a 'token' for your account. We use Microsoft Keyvault security to store these.

  • You will provide a connection string to your data warehouse or reporting database. Once registered, we can discuss any security options you may wish to put in place.

  • Alternatively we can create and host a Data Warehouse for you - just contact us. We understand that one solution does not suit everyone's needs.

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