Likelihood to Recommend Well suited as an inexpensive tool as "middleware" between your on-prem or hosted SQL Server. Not sure how well it will translate to cloud-based SQL as a platform (Azure SQL) as it relies on linked servers. This tool only applies to Salesforce CRM - not Marketing Cloud. For writing back to Salesforce we did run into Salesforce resource limitations when extensive triggers existed on the objects.
Read full review Dataloader is an incredible asset for a large organization or an organization that has a robust Salesforce environment. Specifically, Dataloader has allowed our sales team to focus on driving sales while our operations team can load the data they need in a manner that allows for robust reporting and tracking on our sales process. Organizations with less robust Salesforce environments or Salesforce environments in which many people are expected to maintain their own information likely do not need Dataloader.
Read full review Pros Connects & Links to Salesforce CRM databases - including custom objects. Built in procedures to create copies of the database on SQL Server. Built in procedures to Add, Update, and Delete data within Salesforce CRM. Great Technical Support. Read full review Extracting Salesforce attachments in original file format! I do not know of a tool that can do this better, or more efficiently! This is a huge benefit to companies that would like to extract attachments from Salesforce for tasks like data migrations. Cross-object data extract within one file. You can pull data from related objects as long as there is a populated lookup from the object you are extracting, to another object (Child or Parent). UI is simple and requires very little to no training. Given the acquisition of Mulesoft by Salesforce, I would not be surprised if DataLoader.IO is rolled out as the new global data loading tool for Salesforce. Read full review Cons Because it uses Linked Servers, not sure how this will work in Azure SQL. Replicated tables are based on user security - this means you have to pay for a license to set this up. There is no built-in function to skip tables or fields on secured tables. This has to be done on the CRM side for fields and we built a function to skip tables in the replication logic. Read full review At the moment, I can't find a way to rename jobs. This would be useful to organize what was previously created hastily by techs in a rush. A preview of the job, especially upserts, would take a great deal of stress away from some of us (especially those who are not so confident in their ETL practice). A native vlookup equivalent may be a welcome addition. Read full review Likelihood to Renew It is easy to use and doesn't require a security token, so I enjoy using it. It also doesn't require any download or installation, which is sometimes a blocker to gettingthings done if the company has limits. also, the dataloader.io is easy for other people to pick up, so others can have visibility into the data jobs that have occurred
Read full review Usability It is an intuitive application to use. Within a few clicks, you can be signed in to your org and ready to perform tasks. Data imports/exports/updates are streamlined so you can quickly start and configure your jobs. These can run in the background while you set up new tasks. Job history and tasks currently running on are on your home screen.
Read full review Performance Dataloader is made for updating, inserting, and deleting of contacts. For these operations this tool is excellent.
Read full review Support Rating Customer support might be where Dataloader.io saves money. Most of the competitors offer 24/7 live support but Dataloader.io only offers support via email and the community. Those types of support work fine until you need an answer right away. Some questions can't wait until the next business day or business hours for a reply.
Read full review Alternatives Considered I have used salesforce inspector also for operations like import and export of data from custom objects but it doesn't work well when you have data in huge numbers. Instead of using Salesforce Inspector, one should go for Dataloader.io if the number of records is huge to be dealt with.
Read full review Return on Investment Enabled automated marketing segments which enabled automated email series. Helped us solicit donations for the right amount at the right time. Helped us take on new marketing and fundraising campaigns without adding staff. Read full review HUGE time saving. When we need to clean or review data, we used to have to do it line by line. This can do the work within excel and make cleanup/management an afternoons work as opposed to a week. Rollback what you did/change/deleted is relatively simple if you remember to back up the data you are manipulating. Read full review ScreenShots