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Apps for Salesforce

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invantive

control

Combine Salesforce and Invantive Control for Excel to increase the Salesforce experience even more

Salesforce provides you with lots of useful information. The Excel add-on Invantive Control visualizes, analyzes and controls any data you need about your Salesforce data. Because the Salesforce database provides you with so much information, it will be much easier and time saving to use Invantive Control for Excel to do the work for you instead.

Customer Relationship Management will help you to reduce costs and increase profits by organizing and automating business processes. Invantive Control for Excel will make this process easier and more efficient. Also, it will be much easier to understand current and future threats and opportunities which can help you to make the right decisions.

The benefits of using the Salesforce Edition of Invantive Control for Excel

The Salesforce Edition of Invantive Control provides you with benefits such as:

  • Flexibility of Excel paired with the data integrity provided by your own databases
  • Download and upload facts to Salesforce using an Excel add-in.
  • Create and execute predictive marketing models from within Microsoft Excel.
  • Open and handle large templates and models within Excel using the integrated document management system (DMS).
  • Design and edit different spreadsheets based upon Salesforce.

Samples

  • Automatic discovery of available services.
  • Log on from within Excel using your user name and password of Salesforce.
  • Easily compose dashboards with statistics and lists.
  • Add Excel formulas using building blocks.
  • Set up a pivot table with data from Salesforce.
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invantive

composition

Use Invantive Composition to easily compose complex Word documents with your Salesforce data

Generation of complex documents or serial letters with data from Salesforce can be a time consuming task. For instance, employees spend a lot of time composing correct offers, sales orders, marketing campaigns or service requests. This manual and repetitive activity causes unnecessary employee costs and more erroneous composed documents reducing business profit. The efficient automatic generation and creation of documents however is easily done using Invantive Composition!

The Salesforce Edition of Invantive Composition provides you with benefits such as:

  • Optimization of the documenting and communication process.
  • Automatically fill pre-composed templates in Word.
  • Reduction of erroneously prepared documents and production costs.
  • Open and handle large templates and models within Excel using the integrated document management system (DMS).
  • Design and edit different documents based upon Salesforce.

Samples

  • Automatic discovery of available services.
  • Log on using your Salesforce user name and password.
  • Flexible easy to use building blocks to compose templates.
  • Word template for a list of companies.
  • Resulting filled out Word document with list of companies.
  • Integrated Document Management.
  • Powerful editor to define and share metadata.
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invantive

query tool

Real-time Business Intelligence for Salesforce using the free Invantive Query Tool

Salesforce is a great solution for customer relationship management. By combining Salesforce with the free Invantive Query Tool, you can enhance your experience even further. With the Invantive Query Tool you will gain real-time Business Intelligence across your entire enterprise and it will make storing, organizing and locating your operational data easier than ever before. This can be very useful in combination with Salesforce. The Invantive Query Tool will enable you to access and analyze your data stored in the Salesforce cloud at any time you want. This will help you with making business decisions and give more insight in the current situation. The Invantive Query Tool will also help you to close deals more efficient, improve the productivity and enhance your customer experience even further.

To gain access to the Invantive Query Tool, all you have to do is download the software on your computer. You can extract, organize and analyze data stored in the Salesforce cloud at any time and you can save your reports in PDF, Excel and various other formats. Another great thing about the Invantive Query Tool is that there is no need for programming, coding or Excel downloads; you can simply use the SQL knowledge you already have.

Optimize your Business Intelligence with Salesforce and the Invantive Query Tool

The Salesforce Edition of Invantive Query Tool provides you with benefits such as:

  • Automatic analysis of your business activities, compliance and business rules.
  • Uncover threats and opportunities by turning operational data into real-time intelligence.
  • Share reports in PDF, SQL, CSV, Excel and XPS formats.
  • Connect real-time to Salesforce data for both on and off database reporting.
  • Open SQL scripts from the file system or a document management system.

Samples

  • Log on using your user name and password.
  • Available tables, based upon the Salesforce API.
  • List of companies.
  • Salesforce tickets per reporter and export to CSV.
  • Directly available Salesforce metadata and documentation.
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invantive

bridge

Connect your applications using proven Invantive technology and ODBC

Invantive Bridge is an SDK that enables your applications and databases to connect using the same technical features as offered by the range of Invantive products. Invantive Bridge provides cloud connectivity as well as an advanced SQL engine and drivers. With Invantive Bridge you can offer your customers your applications and data from the cloud and even offer a custom ODBC driver for it.

The use of the cloud connectivity options of Invantive Bridge allows you to use a wealth of connection options to combine applications, processes and data across the cloud into one connected solution.

The advanced SQL engine within the SDK enables your solutions to offer an easy reporting and analysis environment independent of and in addition to the connectivity protocols already available. For instance, when you offer a reliable REST API on a limited number of data elements and only MySQL access for the rest with far too many privileges, you can use the SQL engine of Invantive Bridge to control the access.

The custom ODBC driver allows you to make these reporting and analysis features on your application also available on the enormous amount of programs that can use ODBC.

The Power BI edition of Invantive Bridge eases integration of Salesforce into Power BI. It can download large sets of data across all available objects.

Connections can be made to over 50 including Salesforce. Some connectors such as traditional database drivers require additional licenses and/or software.

Save time and money

The connectivity offered by Invantive Bridge will bring your applications advantages such as:

  • Cloud-connectivity.
  • Custom ODBC driver.
  • Independence of 32/64 bit driver availability.
  • Advanced SQL engine.
  • Automatic connection failover and routing.

Samples

  • Log on for Salesforce in Microsoft Power BI.
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invantive

data hub

Controlled and timed data exchange for Salesforce

Invantive Data Hub is command-line driven software that is capable of executing Invantive Query Tool-compatible scripts on Salesforce. Ideal for high volume data loads and extractions of Salesforce. It provides a headless mode which makes it ideal for use in server environments and scheduled uploads and downloads in lights-out operations.

Thanks to compatibility with the popular Invantive Query Tool scripting language, you can easily move business processes you have designed on Invantive Query Tool into a server environment. Besides high volume data loads you can also generate reports in Excel and other formats using data from Salesforce. The support for headless mode enables Invantive Data Hub to be started by batch files or from the Windows Task Scheduler. When running Invantive Data Hub in headless mode, you will enjoy the integrated logging features for ease of analysis and auditability.

Optimize your Salesforce business processes

The Salesforce Edition of Invantive Data Hub provides you with benefits such as:

  • Schedule and run high volume data loads and extractions of Salesforce.
  • Headless and command-line driven for use on servers.
  • Invantive Query Tool-scripting language compatible.
  • Share reports in PDF, SQL, CSV, Excel and XPS formats to network shares or DropBox.

Samples

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invantive

data access point

Cross-protocol data exchange across many platforms

Invantive Data Access Point is both online and on-premises software that allows exchanging data across various communication protocols. Invantive Data Access Point acts as a proxy that based upon legacy and/or Invantive SQL statements exchanges data using ten protocols such as RSS, XML or JSON even when the backend database and/or (cloud) application does not support the requested protocol.

Simplify integration and orchestration

Invantive Data Access Point provides the following benefits to optimize your business processes:

  • Simplify business process automation by simplified integration and orchestration.
  • Extend your existing databases and (cloud) applications by support for many additional communication protocols.
  • Reuse existing legacy and/or Invantive SQL statements to specify data downloads and uploads.

Samples

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invantive

data replicator

Replicate data from Salesforce in a relational database

Invantive Data Replicator allows you to replicate data from Salesforce and over 50 other platforms in a relational database such as Microsoft SQL Server or PostgreSQL. Invantive Data Replicator ensures the presence of sufficiently "fresh" data for your reporting purposes by applying a combination of techniques, including near real-time synchronization using webhooks (where available and supported).

The replicated data is made available through configurable views, including consolidation across multiple companies such as with Exact Online and Salesforce. Effectively you get a so-called "ODS" (Operational Data Store). The performance gain compared with repeatedly accessing the XML and REST APIs of Salesforce is between 50 and 2.500.

These database views can be used in your Power BI reports, Microsoft Access, custom reports and from traditional SQL. Data Replicator also automatically maintains indexes for optimal performance even with very large data sets and ad-hoc queries.

The advanced Invantive SQL engine included with Invantive Data Replicator enables you to configure the cloud sources for Data Replicator and trigger downloads. Data Replicator also includes Invantive Data Hub and Invantive Data Cache, so you can also run ad-hoc queries directly on over 50 cloud platforms, including cross-company and cross-country queries and uploads in Salesforce.

Data Replicator runs on 32 and 64 bit Windows devices.

  • The first subscription period includes 1 hour of Getting Started consultancy.
  • Subscription per 100 companies.
  • Support available 9:00-17:00 CET through phone +31 88 00 26 599 or support@invantive.com.

Replicate your Salesforce data with Invantive Data Replicator

The Salesforce Edition of Invantive Data Replicate provides the following benefits to optimize your business processes:

  • Replication ensures use of fresh data.
  • Fresh data using a combination of techniques.
  • Consolidation into one reporting environment.
  • Runs on inexpensive PostgreSQL and Microsoft SQL Server databases.
  • Over 50 supported on-premise and cloud platforms.

Samples

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invantive

data loader

Load data into cloud applications and relational databases

Invantive Data Loader transports data between Salesforce, cloud applications, relational databases and files in one integrated solution. Based upon Invantive SQL with it's dozens of connectors, you can easily load data into your cloud application or relational database using a graphical user interface.

For instance, Invantive Data Loader guides you through the exchanging data with Salesforce and many other platforms with a few clicks. It can take data from over 50 platforms such as Microsoft SQL Server, PostgreSQL, Exact Online, Freshdesk or CSV or Excel files.

The integrated advanced Invantive SQL engine provides a proven base for you to exchange data, including the use of fast bulk loaders on supported platforms such as Microsoft SQL Server. A flexible mapping of fields enables basic transformations during the process, while the flexibility of Invantive SQL on the background ensures that no tasks is too hard to accomplish.

The free version of Invantive Data Loader is restricted to at most 1.000 rows per run. For high volume use or background processing, please consider the use of compatible enterprise solutions such as Invantive Data Hub or Invantive Control. An unlimited use variant is included in these solutions.

Samples

  • Graphically define data flow between Salesforce and other platforms.
  • Automatic discovery of available services.
  • Log on from using your user name and password of Salesforce.
  • Define source and target by selecting a table.
  • Define source using Invantive SQL.
  • Field mappings are defaulted whenever possible.
Invantive ® BV
  • Biesteweg 11
  • 3849 RDHierden
  • the Netherlands
  • Bank : IBAN NL 42 RABO 01 23 4097 80, BIC RABO NL 2U.
  • PayPal: sales@invantive.com
  • Rabobank Groep N.V., Branch : Rabobank Peel, Maas en Leudal.
  • Sint Antoniusstraat 40, 6093 GC, Heythuysen the Netherlands

Privacy Policy X

Effective date: August 26, 2019

Invantive BV ("us", "we", or "our") operates the https://invantive.com website (hereinafter referred to as the "Service").

This page informs you of our policies regarding the collection, use and disclosure of personal data when you use our Service and the choices you have associated with that data.

We use your data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this policy. Unless otherwise defined in this Privacy Policy, the terms used in this Privacy Policy have the same meanings as in our Terms and Conditions, accessible from https://invantive.com

Revision History

Definitions

Information Collection and Use

We collect several different types of information for various purposes to provide and improve our Service to you.

Types of Data Collected

Personal Data

While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you ("Personal Data"). Personally identifiable information may include, but is not limited to:

We may use your Personal Data to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email we send or by contacting us.

Usage Data

We may also collect information on how the Service is accessed and used ("Usage Data"). This Usage Data may include information such as your computer's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.

Tracking & Cookies Data

We use cookies and similar tracking technologies to track the activity on our Service and we hold certain information.

Cookies are files with a small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Other tracking technologies are also used such as beacons, tags and scripts to collect and track information and to improve and analyse our Service.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.

Examples of Cookies we use:

Use of Data

Invantive BV uses the collected data for various purposes:

Legal Basis for Processing Personal Data under the General Data Protection Regulation (GDPR)

If you are from the European Economic Area (EEA), Invantive BV's legal basis for collecting and using the personal information described in this Privacy Policy depends on the Personal Data we collect and the specific context in which we collect it.

Invantive BV may process your Personal Data because:

Retention of Data

Invantive BV will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes and enforce our legal agreements and policies.

Invantive BV will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of our Service, or we are legally obligated to retain this data for longer periods.

Transfer of Data

Your information, including Personal Data, may be transferred to - and maintained on - computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.

If you are located outside Netherlands and choose to provide information to us, please note that we transfer the data, including Personal Data, to the Netherlands and process it in the Netherlands and other countries within the European Union.

Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.

Invantive BV will take all the steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Data will take place to an organisation or a country unless there are adequate controls in place including the security of your data and other personal information.

Disclosure of Data

Business Transaction

If Invantive BV is involved in a merger, acquisition or asset sale, your Personal Data may be transferred. We will provide notice before your Personal Data is transferred and becomes subject to a different Privacy Policy.

Disclosure for Law Enforcement

Under certain circumstances, Invantive BV may be required to disclose your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g. a court or a government agency).

Legal Requirements

Invantive BV may disclose your Personal Data in the good faith belief that such action is necessary:

Security of Data

The security of your data is important to us but remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.

Our Policy on "Do Not Track" Signals under the California Online Protection Act (CalOPPA)

We do not support Do Not Track ("DNT"). Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked.

You can enable or disable Do Not Track by visiting the Preferences or Settings page of your web browser.

Your Data Protection Rights under the General Data Protection Regulation (GDPR)

If you are a resident of the European Economic Area (EEA), you have certain data protection rights. Invantive BV aims to take reasonable steps to allow you to correct, amend, delete or limit the use of your Personal Data.

If you wish to be informed about what Personal Data we hold about you and if you want it to be removed from our systems, please contact us.

In certain circumstances, you have the following data protection rights:

Please note that we may ask you to verify your identity before responding to such requests.

You have the right to complain to a Data Protection Authority about our collection and use of your Personal Data. For more information, please contact your local data protection authority in the European Economic Area (EEA).

Service Providers

We may employ third party companies and individuals to facilitate our Service ("Service Providers"), provide the Service on our behalf, perform Service-related services or assist us in analysing how our Service is used.

These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.

Links to Other Sites

Our Service may contain links to other sites that are not operated by us. If you click a third party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit.

We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.

Children's Privacy

Our Service does not address anyone under the age of 18 ("Children").

We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Child has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.

We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective and update the "effective date" at the top of this Privacy Policy.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Contact Us

If you have any questions about this Privacy Policy, please contact us: