Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
Want to explore Salesforce + Microsoft Exchange quick connects for faster integration? Here’s our list of the best Salesforce + Microsoft Exchange quick connects.Explore quick connects
Looking for the Microsoft Exchange Alternatives? Here is the list of top Microsoft Exchange Alternatives
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Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Calendar Event Start
New Calendar Event
Updated Calendar Event
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
This is a topic about Salesforce and Microsoft Exchange integration. And this topic will be examined in this article.
Salesforce is a cloud computing company founded in 1999 and headquartered in San Francisco. It provides an online platform to track customer data for sales, marketing, and service.
Microsoft Exchange is a product developed by Microsoft which is a software that runs on servers that allows users to send and receive emails, schedule meetings, and get instant messaging services.
The first version of Microsoft Exchange was released in 1991. Since then, the different versions of Exchange were released with expanded features. In 2013, Microsoft launched Office 365 which is a web-based suite of office applications.
Integration of Salesforce and Microsoft Exchange refers to the process of integrating business processes between two platforms. This integration can occur between Salesforce and Microsoft Exchange or between different business applications using Salesforce and Microsoft Exchange as the middleware to communicate with each other. One example of integration is sending emails from Salesforce to Microsoft Outlook or Outlook 2013 via Microsoft Exchange. Another example is running reports from Salesforce in Microsoft Excel or Outlook. Integration is necessary because it gives businesses a top to create efficient workflows and improve productivity.
Integration of Salesforce and Microsoft Exchange is important because it allows organizations to have better performance and more flexibility with their business processes. It prevents companies from having to purchase additional software to perform tasks that are already available in different programs. For instance, if Salesforce tracks leads, email, tasks, contacts, calls, and calendar events, then it makes sense to use it for all these functions instead of buying different programs for tasks that Salesforce can handle. It reduces costs since businesses do not need to purchase additional licenses for software for performing the same function. It also reduces time spent on learning the new software and gets employees up to speed faster.
There are three main benefits gained from integration of Salesforce and Microsoft Exchange:
Through integration of Salesforce with Outlook, you can get better visibility into opportunities across the business through the fplowing features:
Using integration rules, you can build automated processes between cases initiated in Outlook and Salesforce cases using automated workflow rules. The automation will help you so you do not need to manually update cases in both systems and are instead automatically updated whenever a new event occurs in one system due to another event occurring in another system. This helps save time during daily tasks as well as preventing human error in updating the same record in multiple places at the same time due to manual intervention. You can also set actions such as moving information from one system to another or creating new records based on certain conditions such as opening or updating records in one system based on events that occur in another system. This will help prevent lost information such as creating duplicate records or losing information due to incomplete updates due to human error or periodic updates by separate individuals who have access to the records but who are not aware that the records have been updated elsewhere.
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