DocAve 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
DocAve for Salesforce

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. DocAve 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.

Key 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.

Next:Technical Overview

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.
Next:Guides and Resources

DocAve Data Replicator for Salesforce Resources

Integrating SharePoint and Salesforce to Drive Business Productivity - Whitepaper

White Paper:

Salesforce Management Software: Salesforce Backup, Replication, and Salesforce SharePoint Integration

Product Brochure:

SharePoint Administrattion - User Guide

User Guides: