Integrate Salesforce with Microsoft Exchange

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About Salesforce

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.

About Microsoft Exchange

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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Connect Salesforce + Microsoft Exchange in easier way

It's easy to connect Salesforce + Microsoft Exchange without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Event

    Create Event

How Salesforce & Microsoft Exchange Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Exchange as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Microsoft Exchange.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Microsoft Exchange

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

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.

Benefits of Integration of Salesforce and Microsoft Exchange

There are three main benefits gained from integration of Salesforce and Microsoft Exchange:

  • Improved customer engagement through integration of Salesforce with Outlook

Through integration of Salesforce with Outlook, you can get better visibility into opportunities across the business through the fplowing features:

  • Track activity from contacts and leads in Outlook emails directly on Salesforce records so you don’t miss any activities related to your customers that may require action on your end;
  • Use the “send to salesforce” feature in Outlook to automatically add information such as an email subject line or body text to a case record;
  • Create custom fplow-up rules in Outlook that can be triggered based on specific actions such as an email being sent or received;
  • Set up an integration rule that automatically adds events from Contact Manager or Outlook to case records in Salesforce; and
  • Set an alert in Salesforce when an email arrives in your personal mailbox that contains specific keywords or phrases. You can also set an alert to notify you if your Outlook inbox reaches a certain level of unread messages. These alerts will help you know when you have a message that requires your attention without having to log into Salesforce every time you get an email.
    • Automated process flows between cases initiated in Microsoft Outlook and Salesforce cases using automated workflow rules

    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.

    • Cplaboration between team members when handling customer inquiries or problems through a shared inbox where everyone can communicate with their customers through emails or chat messages directly through the inbox instead of having to log into separate systems like Salesforce or Microsoft Exchange separately, making it easier for team members to work together more efficiently without having to keep track of what each person has done or keeping track of where information is stored for review later.

    The process to integrate Salesforce and Microsoft Exchange may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm