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Page 1: Data Replicator for Salesforce · Select Salesforce CRM data to be published as a SharePoint list with the ability to create multiple mapping options. To further optimize Salesforce

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Data Replicator for Salesforce

Integrate. Seamless incorporation of Salesforce CRM data into Microsoft SharePoint.

Key BenefitsMaximize return on investment (ROI) by integrating Salesforce CRM with SharePoint to leverage SharePoint’s powerful business intelligence and enterprise analytics tools to analyze business-critical Salesforce CRM data

Ensure that the most valuable CRM data is available in SharePoint for up-to-date analytics and reporting with full, incremental, and differential scheduled replications

Establish total content availability on both platforms so that newly added records or changes made to existing Salesforce records are reflected in SharePoint, and updates made to existing SharePoint items are reflected in Salesforce records

Salesforce SharePoint

IntegrateIntegrate Salesforce CRM data into SharePoint for enhanced analysis, management and collaboration.

Enhanced CRM Analysis and Management

Data Replicator for Salesforce enables organizations to utilize all of the management, collaboration, and analysis capabilities of SharePoint with their Salesforce CRM data. Data Replicator provides real-time replication of Salesforce objects from Salesforce to SharePoint, empowering organizations to further analyze CRM data and incorporate data into fundamental business workflows. Salesforce objects are replicated with full-fidelity, maintaining all metadata, user profiles, and other custom data necessary for taking advantage of SharePoint’s powerful document management and collaboration capabilities.

Page 2: Data Replicator for Salesforce · Select Salesforce CRM data to be published as a SharePoint list with the ability to create multiple mapping options. To further optimize Salesforce

Technical OverviewCapture context in full fidelity, maintaining all metadata in order to take advantage of SharePoint’s powerful management and collaboration functionality

Automatically pre-populate SharePoint with lists and objects to incorporate them into fundamental business workflows and enable extensive CRM analysis

Comprehensively map metadata including user names, column names, and domains to ensure compliance standards for data classification and ownership are maintained

Transfer data over Secure SSL connection leveraging only supported Salesforce APIs

Utilize automated and/or scheduled replications – full, incremental, or differential – to ensure the most updated data is available to business users

Select Salesforce CRM data to be published as a SharePoint list with the ability to create multiple mapping options.

To further optimize Salesforce CRM management, consider Content Replicator for Salesforce for integration of Salesforce content libraries with SharePoint document libraries. Backup and Restore for Salesforce offers full-fidelity terrestrial backup and item-level recovery for Salesforce CRM data.

As with all AvePoint software, Data Replicator for Salesforce utilizes only fully supported methodologies and APIs.

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