Synchronization Scenarios
Figure 1: Synchronization flow supported by various scenarios.
Below is the brief list of synchronized modules:
| Exchange | Synchronization | Salesforce |
|---|---|---|
| Contacts | <> | Contacts, Accounts, Leads |
| Appointments | <> | Meetings |
| Tasks | <> | Tasks |
| Emails | Archive to CRM | Emails |
| Emails | >Create Opportunity | Opportunities |
| Emails | <List opportunity information | Opportunities |
| Emails | >Archive to Existing Opportunities | Opportunities |
| Emails | >Create Case | Cases |
| Emails | <List case information | Cases |
| Emails | >Archive to Existing Cases | Cases |
Synchronization is achieved by means of synchronization scenarios. Each scenario executes one or many rules in various exchange folders.
-
– Exchange folder to which the
rule applies. -
– Data transfer from Salesforce
to Exchange. -
– Data transfer from Exchange to
Salesforce.