Customer Master Data Integration: Microsoft Access and Salesforce.com

Recently I wrote about some of the most common use cases I’ve seen for Salesforce application and data integration. One of the most common is customer master data synchronization. Here’s a common scenario:

  • You have Account and Contact customer master data sitting in a legacy Microsoft Access-based CRM system and you need to load it into the Contact object in salesforce.com (welcome to the cloud!)
  • You need to quickly and easily connect to the Microsoft Access data and Salesforce.
  • Data must be transformed before it’s loaded into Salesforce.
  • Contacts and must be linked to the parent Account in Salesforce.
  • Data integration tasks need to be scheduled to run at specific times.
  • You want to create a nightly batch data integration job for dependent tasks.
  • And finally you want to add new records to Microsoft Access and watch as they’re loaded into Salesforce.

Here’s how it looks with a multitenant, cloud-based data integration as a service solution that is designed for non-technical users:

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