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Data Replicator for Salesforce

Data Replicator for Salesforce

  • Seamless integration of Salesforce CRM data into Microsoft SharePoint
  • Bi-directional replication between Salesforce records and SharePoint lists
  • Comprehensive metadata and user mapping between platforms
  • Overview
  • Business Advantages
  • Technical Overview
  • Guides and Resources

DocAve Data Replicator for Salesforce Overview

As your Salesforce environment and user base grow, data stored within the Salesforce platform often become more business-critical, requiring certain content to become centrally accessible. Data Replicator provides real-time replication of Salesforce objects from Salesforce to SharePoint, empowering organizations to further analyze CRM data and incorporate them into fundamental business workflows. Salesforce objects are replicated with full-fidelity, maintaining all metadata, user profiles, and other custom data necessary for utilizing all of SharePoint’s powerful document management and collaboration capabilities.

Business Advantages of DocAve Data Replicator for Salesforce

  • Comprehensive Replication of Salesforce Data to Microsoft SharePoint

    Real-time replication of Salesforce CRM data to SharePoint document libraries. Metadata and user mapping ensures full fidelity replication of data between platforms.

  • Integrate with SharePoint for Maximum ROI

    Enables organizations to leverage SharePoint’s powerful Business Intelligence and enterprise analytics tools when analyzing business-critical Salesforce CRM data.

  • Flexible Scheduling of Salesforce CRM data replication

    Schedule full, incremental, or differential replications to make the most valuable data available as business demands.

DocAve Data Replicator for Salesforce Technical Overview

  • Capture 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.
  • Content is fully metadata mapped, so compliance standards are maintained by mapping user names, column names, domains, etc.
  • Secure SSL connection leveraging Salesforce APIs for worry-free data transfers to and from your CRM repository.
  • Automated and/or scheduled replications – full, incremental, or differential – ensure the most updated data is available when necessary.

DocAve Data Replicator for Salesforce Resources

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