Synchronize Contacts (E->CRM)

Synchronize Contacts from Exchange to CRM

Exchange:Contacts	Salesforce:Contacts
FirstName, LastName, Email1Address, CompanyName	!find_contact, FirstName, LastName, Email, Account.Name
FirstName	FirstName
LastName	LastName
Title	Salutation
JobTitle	Title
Department	Department
BusinessTelephoneNumber	Phone
HomeTelephoneNumber	HomePhone
OtherTelephoneNumber	OtherPhone
MobileTelephoneNumber	MobilePhone
BusinessFaxNumber	Fax
Email1Address	Email
BusinessAddressStreet	MailingStreet
BusinessAddressCity	MailingCity
BusinessAddressState	MailingState
BusinessAddressPostalCode	MailingPostalCode
BusinessAddressCountry	MailingCountry
OtherAddressStreet	OtherStreet
OtherAddressCity	OtherCity
OtherAddressState	OtherState
OtherAddressPostalCode	OtherPostalCode
OtherAddressCountry	OtherCountry
Body	Description
AssistantName	AssistantName
AssistantTelephoneNumber	AssistantPhone
Email1Address, CompanyName, BusinessTelephoneNumber, BusinessFaxNumber, BusinessAddressStreet, BusinessAddressCity, BusinessAddressState, BusinessAddressPostalCode, BusinessAddressCountry, WebPage	!Account.Name, Name, Email, Phone, Fax, AccountId, Account.Name
Birthday	Birthdate

Synchronize Contacts (CRM->E)

Synchronize Contacts from CRM to Exchange

Salesforce:Contacts	Exchange:Contacts
FirstName, LastName, Email, Account.Name	!Find_contact, FirstName, LastName, Email1Address, CompanyName
FirstName	FirstName
LastName	LastName
Salutation	Title
Title	JobTitle
Department	Department
AssistantName	AssistantName
AssistantPhone	AssistantTelephoneNumber
Description	Body
Email	Email1Address
Phone	BusinessTelephoneNumber
HomePhone	HomeTelephoneNumber
OtherPhone	OtherTelephoneNumber
MobilePhone	MobileTelephoneNumber
Fax	BusinessFaxNumber
MailingStreet	BusinessAddressStreet
MailingCity	BusinessAddressCity
MailingState	BusinessAddressState
MailingPostalCode	BusinessAddressPostalCode
MailingCountry	BusinessAddressCountry
OtherStreet	OtherAddressStreet
OtherCity	OtherAddressCity
OtherState	OtherAddressState
OtherPostalCode	OtherAddressPostalCode
OtherCountry	OtherAddressCountry
Account.Name	CompanyName
Birthdate	Birthday
	!FileAsMapping, FileAsMapping

Synchronize Accounts (E->CRM)

Synchronize Accounts from Exchange to CRM

Exchange:Contacts	Salesforce:Accounts
CompanyName	!find_account, Name
CompanyName	Name
Body	Description
WebPage	Website
BusinessTelephoneNumber	Phone
BusinessFaxNumber	Fax
BusinessAddressStreet	BillingStreet
BusinessAddressCity	BillingCity
BusinessAddressState	BillingState
BusinessAddressPostalCode	BillingPostalCode
BusinessAddressCountry	BillingCountry
OtherAddressStreet	ShippingStreet
OtherAddressCity	ShippingCity
OtherAddressState	ShippingState
OtherAddressPostalCode	ShippingPostalCode
OtherAddressCountry	ShippingCountry

Synchronize Accounts (CRM->E)

Synchronize Accounts from CRM to Exchange

Salesforce:Accounts	Exchange:Contacts
Name	CompanyName
Description	Body
Website	WebPage
Phone	BusinessTelephoneNumber
Fax	BusinessFaxNumber
BillingStreet	BusinessAddressStreet
BillingCity	BusinessAddressCity
BillingState	BusinessAddressState
BillingPostalCode	BusinessAddressPostalCode
BillingCountry	BusinessAddressCountry
ShippingStreet	OtherAddressStreet
ShippingCity	OtherAddressCity
ShippingState	OtherAddressState
ShippingPostalCode	OtherAddressPostalCode
ShippingCountry	OtherAddressCountry
	!FileAsMapping, FileAsMapping

Synchronize Leads (E->CRM)

Synchronize Leads from Exchange to CRM

Exchange:Contacts	Salesforce:Leads
FirstName, LastName, Email1Address, CompanyName	!find_lead, FirstName, LastName, Company, Email
FirstName	FirstName
LastName	LastName
Title	Salutation
JobTitle	Title
CompanyName	Company
WebPage	Website
Body	Description
BusinessTelephoneNumber	Phone
MobileTelephoneNumber	MobilePhone
BusinessFaxNumber	Fax
Email1Address	Email
BusinessAddressStreet	Street
BusinessAddressCity	City
BusinessAddressState	State
BusinessAddressPostalCode	PostalCode
BusinessAddressCountry	Country

Synchronize Leads (CRM->E)

Synchronize Leads from CRM to Exchange

Salesforce:Leads	Exchange:Contacts
FirstName	FirstName
LastName	LastName
Salutation	Title
Title	JobTitle
Company	CompanyName
Website	WebPage
Phone	BusinessTelephoneNumber
MobilePhone	MobileTelephoneNumber
Fax	BusinessFaxNumber
Email	Email1Address
Street	BusinessAddressStreet
City	BusinessAddressCity
State	BusinessAddressState
PostalCode	BusinessAddressPostalCode
Country	BusinessAddressCountry
Description	Body
	!FileAsMapping, FileAsMapping

Synchronize Tasks (E->CRM)

Synchronize Tasks from Exchange to CRM

Exchange:Tasks	Salesforce:Tasks
DueDate, StartDate	!check_time_limit
Subject	Subject
Body	Description
Status	Status
Importance	Priority
DueDate	ActivityDate

Synchronize Tasks (CRM->E)

Synchronize Tasks from CRM to Exchange

Salesforce:Tasks	Exchange:Tasks
Subject	Subject
Description	Body
Status	Status
Priority	Importance
ActivityDate	DueDate

Synchronize Meetings (E->CRM)

Synchronize Meetings from Exchange to CRM

Exchange:Appointments	Salesforce:Meetings
0x23:BinaryArray	!globalId
Start	!check_time_limit
Subject, Start, End, 0x23:BinaryArray	!find_meetings, Subject, StartDateTime, EndDateTime
Subject	Subject
Body	Description
Duration	DurationInMinutes
Start	StartDateTime
End	EndDateTime
Location	Location
ReminderSet	IsReminderSet
Start, ReminderSet, ReminderMinutesBeforeStart	ReminderDateTime

Synchronize Meetings (CRM->E)

Synchronize Meetings from CRM to Exchange

Salesforce:Meetings	Exchange:Appointments
StartDateTime	!Check_time_limit
Subject, StartDateTime, EndDateTime	!Find_meetings, Subject, Start, End
Subject	Subject
Description	Body
DurationInMinutes	Duration
StartDateTime	Start
EndDateTime	End
Location	Location
IsReminderSet	ReminderSet
StartDateTime, IsReminderSet, ReminderDateTime	ReminderMinutesBeforeStart

Archive Email

Archive Email

Exchange:Emails	Salesforce:Emails
Subject	Subject
Body	Description
	Status
	Priority
From	!is_incoming
DateTimeSent	ActivityDate
	!attachments
Body, From, ToRecipients	!relate_to_lead_contact_account, Description, WhoId
	!post_action

Find or Create Account

Try to find an Account by email address or create new

Exchange:Emails	Salesforce:Accounts
From	Name, Description

Create Case

Create Case from Email data

Exchange:Emails	Salesforce:Cases
Subject	Subject
	!CaseNumber, Description, Priority

Synchronize Cases (CRM->E)

Synchronize Cases from CRM to Exchnage

Salesforce:Cases	Exchange:Emails.Cases
Subject	Subject
	From
	Body
CaseNumber	CaseNumber
Type	CaseType
Status	CaseStatus
Priority	CasePriority

Folders for Cases

Create Archiving Folders for Cases

Salesforce:Cases	Exchange:Folders
Subject, CaseNumber	DisplayName

Create Opportunity

Create Opportunity from Email data

Exchange:Emails	Salesforce:Opportunities
Subject	Name
	Amount, Description, StageName, Probability, CloseDate

Synchronize Opportunities (CRM->E)

Synchronize Opportunities from CRM to Exchange

Salesforce:Opportunities	Exchange:Emails.Opportunities
Name	Subject
	From
	Body
Amoubt	Amount
Account.Name	AccountName
StageName	SalesStage
Probability	Probability
CloseDate	DateClosed

Folders for Opportunities

Create Archiving Folders for Opportunities

Salesforce:Opportunities	Exchange:Folders
Name	DisplayName