PDORegister Partners Consulting

Salesforce Data Migration

Say goodbye to Inaccurate and Inconsistent Data!

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Case Studies

We help organizations to plan an efficient data migration strategy from one system / CRM to Salesforce or vice versa.
Some of Important Data Migration projects we did:

1. SFDC to Bug Tracking System Integration using Jitterbit

Project Details:
The project was to replicate data from Salesforce to Bug tracking system and vice versa using a tool, Jitterbit. To implement this, we have created different jitterbit operations such as http endpoint, fetch data from salesforce, update data to bug tracking system and mySQL database, update fetched bug data in salesforce etc. We have also used salesforce outbound workflows to specify the changes to the fields within salesforce to Bug tracking system. We have notified users on updation of the data.

2. Salesforce Quickbooks Integration through DBSync

Project Details:
Configured a Bidirectional Sync scheduled every 5 minutes between Salesforce and Quickbooks Desktop along with few customizations. The sync would work for creating invoice in Quickbooks from Quotes of Salesforce based on some conditions and also would sync related account and product details into Quickbooks.