Case Study

SharePoint and Salesforce Automated Data Synchronization

SharePoint and Salesforce Automated Data Synchronization

Pages 3 Pages

Summary DMC developed a solution that allows Microsoft SharePoint users to quickly edit sales pipeline data and have their edits automatically synchronized with the Salesforce CRM platform. Updates made by Salesforce users are also automatically synchronized with the Microsoft SharePoint platform. Customer Benefits Eliminates the slow and painful process of editing sales pipeline entries one item at a time in Salesforce. Provides users with easy access to important customer information directly from SharePoint without needing to login to the Salesforce CRM platform. The 2-way synchronization process allows users to choose which system to work with since SharePoint and Salesforce data are always kept in sync. Technologies SharePoint 2010 SharePoint 2010 Client Object Model Salesforce.

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