Intuitive Salesforce Data Management Utility for Imports/Exports
September 20, 2020

Intuitive Salesforce Data Management Utility for Imports/Exports

Rich Beliveau | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with

We use this utility with some clients to aid in data loads, exports, and updates. This is used by various staff as a utility in the place of Salesforce Dataloader. This application is very intuitive and aids with data mapping as well as a historical view of work completed in the Salesforce org for exports, inserts, updates.
  • Data mapping
  • Links to download exports including successful or failed imports/updates.
  • Rerunning previous jobs
  • Tracking history of tasks completed in the Salesforce org.
  • Progress bar indicator would be helpful.
  • Options for quickly switching between salesforce orgs.
  • Increase monthly limits for free edition.
  • Doesn't require installation of any tools.
  • Run from web browser
  • Mobile friendly
  • Free for small jobs and as usage goes up, they have business plans to meet client needs.
Salesforce has a utility that can be installed locally on your system for data loading as well. It has a similar UI but I find that query building and tracking tasks completed with the tool are lacking. Dataloader shares history and is more intuitive for helping build queries with point and click.
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.
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.

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This product is excellent for quickly logging into a Salesforce Production or Sandbox Org, and being able to navigate objects to collect the information you are looking for. The user interface is very easy to understand and with minimal work you are able to write queries and export information you are looking for. Once the exports are completed, use your preferred Excel/Google Sheet viewer to make modifications and you can quickly update/insert new records back through the same utility.