Dataloader.io delivers a cloud based solution to import and export information from Salesforce.
$99
per month
Tableau Prep
Score 8.0 out of 10
N/A
Tableau Prep enables users to get to the analysis phase faster by helping them quickly combine, shape, and clean their data. According to the vendor, a direct and visual experience helps provide users with a deeper understanding of their data, smart features make data preparation simple, and integration with the Tableau analytical workflow allows for faster speed to insight. Tableau Prep allows users to connect to data on-premises or in the cloud, whether it’s a database or a…
Replacing data. If we've put something in a category or a bucket that is no longer named that anymore because we've evolved with the times and we want to rebrand everything, it makes it way easier to do a quick import with the new terms.
If your data sets are coming in without much stewardship then Tableau Prep can help to clean the data before you start trying to create visualizations for your end users. You will save a lot of time this way - rather than seeing problems once you are creating dashboards. If you don't have large data sets or your data is relatively simple, then Tableau Prep may not be needed.
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.
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.
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
Dataloader definitely skews towards a more technical userbase. Users should be adept at manipulating data in spreadsheets and decipher JSON formatted error messaging. Additionally, there is a good amount of time need to set up the environment to map to the pertinent fields we are trying to adjust. While I would not recommend the typical account manager to use Dataloader, a typical operations manager should have no issue.
The utility itself is very self-explanatory and has enough information to guide you through the process. It has an intuitive experience for those familiar with data loading/exporting utilities. Outside of this, they have a Zendesk help center to log support requests and provide documentation to help guide you troubleshoot any issues that may be occurring.
I have not really had to reach out for any kind of customer support for Tableau Prep, so I can't really say. However, the support that Tableau has given for their other products has been great, so I would assume it would be the same here. They are also constantly adding new features and providing software updates, and that is always a plus.
Live connections to cloud services (Google Sheets for example) and cloud hosted databases (cloud hosted SIS for example) for scheduled flows are not supported
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.
Before Prep, we had to do all the data joining and connecting in a Tableau Workbook. Not only did this cause workbooks connected with live data to run frustratingly slowly, a new connection and set-up had to be established every time a new workbook as created, even if you were working with the same data. The extracts produced by Prep allow several workbooks to be working from the same data set-up without any additional work, saving time and stress.
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.
