Sync Salesforce with Microsoft Exchange

Forget the old Salesforce For Outlook and move on to Lightning Outlook integrations by using a straightforward server-side solution. Synchronize or migrate Exchange data to Salesforce – messages, calendars, contacts, and more with CB Salesforce Exchange Sync.

The base for this solution is Connect Bridge (CB), the integration platform that translates the ANSI standard SQL syntax into the appropriate API calls. By having everything go through the API, you keep your Salesforce integrity secured.

By using SQL on your side, you get the ease of communicating with any target system via the standard SELECT, INSERT, UPDATE, and DELETE statements.

Move Dynamics CRM On-prem to D365 Online

Welcome to the CB On-prem Database to Salesforce Sync Solution. “CB” stands for Connect Bridge. An integral part of the solution for syncing on-premises database(s) to Salesforce.

Connect Bridge translates the ANSI standard SQL syntax into the appropriate API calls. This keeps your Dynamics 365 integrity secured.
In addition, it offers you the ease of communicating with any target system via the standard SELECT, INSERT, UPDATE and DELETE statements.

Therefore, from your local database management system (DBMS) or any database, you can connect to Salesforce and operate data into it.

Use Case Scenarios

  • Organizations that are migrating information from one or more Exchange Servers to Salesforce either in a single shot or wave by wave
  • Multinational companies with an on-premises Exchange server in each country that want to log all email to Salesforce to ensure regulation compliance
  • Companies that want to create Leads and Contacts from the email they receive on a regular basis
  • Multi-brand or multi-channel organizations with a separate Exchange infrastructure per brand or channel that want to consolidate information in their one Salesforce Org.
  • Organizations that want to update the Salesforce Calendar with data from Outlook and Gmail easily, including creating CRM leads from external attendees to Calendar events
  • Support communities where calendars are part of the community

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Features

Connect to Salesforce and migrate or synchronize data from any number of Microsoft Exchange Servers

Supports all desktop and mobile clients, like Microsoft Outlook, Outlook Web Application (OWA), Outlook mobile, Mail OS X, Thunderbird

Works in cloud environments
and on-premises too

Full support of all custom
objects and fields

Maintenance of the process is centralized and isolated

Enhancing the process by modifying the triggers is a breeze

Solution Benefits

No need to study the APIs or the documentation of Exchange or Salesforce

Integration works even if you decide to update your systems in future

Your data integrity is safe and your existing software will keep working

Saves a lot of time and money – no need for an external IT company

There is finally a solution to connect all your Microsoft Exchange servers to Salesforce.
No matter how many Exchange servers you have. The wait is over.

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Read more in our latest posts:

 How to Sync On-prem Database
     to Dynamics 365 Online

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