We can get and send data for any object of Salesforce (including custom objects). We can perform upsert on the object Id or any other field that is defined as an external key (must be unique and mandatory).

Type

Status

Created

Connectivity

Name

Gallery view

Octolis

Introduction to Octolis

Setup methodology

Getting started

Organize your Datasets

Create no code datasets

Add New Sources to a Dataset

Add Preparation to your dataset

Creating SQL Datasets

Add computed fields

Datasets

Create new sync

Syncs

Brevo

Zoho CRM

Redshift

Google Ads

Webhook

Splio

MySQL    

Salesforce

Intercom

Facebook Ads

Google Sheet

MongoDB

Braze    

Zendesk

Amazon S3

Stripe     

ActiveCampaign

PostgreSQL

BigQuery

Adobe Campaign

Typeform

Octolis data API

Pardot

Mailchimp

MariaDB  

Comarch

Freshdesk

Hubspot

MS SQL Server

Magento

Snowflake

(S)FTP

Pipedrive

Shopify  

Connectors

Computed fields Examples

RFM Segmentation

Favorite Store

Recommended products

Delay between purchases

Discount sensitivity

RFI Segmentation

Price level

Early adopter

Historical RFM

Favorites product categories

Scoring library

[Setup] SFTP Guidelines

What is a source key?

[Setup] Guidelines for your IT team / agencies

How to deal with the merging of 2 sources?

How to automatize the import of your csv file in SFTP with a Make Scenario?

What is deduplication and how does it work?

Extract last update date from source file name

What is the purpose of the monitoring view?

How to handle requests for anonymization?

How to create an automated column for update timestamp in my DB?

How to create a new DB user?

What’s the IP address of Octolis?

What is the naming pattern for schemas and tables in my DB?

What should be the specs of my database?

How to migrate my AWS RDS DB instance to an Aurora cluster for BI purposes?

How could I connect my reporting / BI tool?

Customer service vs Professional services

How to leverage data my web analytics

QA process for customer

How to create a support ticket ?

[Draft] Acceptance Process

Resources

Octolis Help Center

Salesforce

Connector Octolis <> Salesforce