Out of the box, Pulpstream comes ready to integrate with SalesForce, or with an arbitrary data repository that can respond to online, http-based data requests.

 

For SalesForce data, you start by setting up your access credentials in Company Information. You can then set up a remote Smart Object that downloads read-only copies of that data at regular intervals.

 

For a data repository that accepts data requests, you can also set up a remote Smart Object, or you can use a rule-based integration to not only read data, but update it as well.

 

The difference is that a rule reads or updates one record at a time, so there is small time lag while the remote access occurs. A remote Smart Object, on the other, refreshes its copy of the data at intervals you specify--for example hourly, at 12-hour intervals, daily, etc. In the interim, the available data is slightly out of date, but references are lightning fast.

 

For example, in an inspection-management system, a new client may not yet appear in the Pulpstream smart object data base until the next day. But since inspections will not begin until the following week at the earliest, that delay is of little consequence. So it makes sense to use a remote Smart Object to download all available data in bulk. (Or, if the data set is large, you can choose to download incremental updates, for utmost efficiency.)