Using Salesforce with Office 365

You can synchronize your data in Salesforce to Office365. The connection is bi-directional and it is codeless. To sync these two apps you will need the Layer 2 Cloud Connector.

Salesforce can actually be synchronized to other data sources other than Office365, such as SharePoint, SQL, OData, Oracle and others.

General Steps

To make that integration you will need to follow the following general steps:

  • Open your Salesforce and then you will have to retrieve a security token. You don’t need to modify anything or install anything additional on the Salesforce side of things.
  • Next, install the Salesforce Data Provider.
  • You will first have to configure the Layer2 Cloud Connector for Salesforce.
  • After that, configure the Layer 2 Cloud Connector for Office365.
  • Configure your data sync for both of these data entities.

Setup Details

Note that it is in your best interest to register to the Salesforce Developer Edition. This will enable you to receive the necessary security tokens, which you will need later on. Once you have signed up you will get an email with your user name in it and your security token.

The next step calls for the installation of OBDC Data Providers. It doesn’t really matter which data provider you use. You will need to download the driver or installation file.

Next, you need to configure the connection to Salesforce using the Layer 2 Cloud Connector. Click “create new connection” and then follow the directions to enable the synchronization.

You will have to fill out all the necessary fields including entity title, connection string, data provider, select statement, and others.

The next step is to configure the Office365 integration. You will be following the same procedure in the previous step. Fill out the entries for the Office365 data entity.

Remember that the default interval for background integration is 1 hour. You can select bi-directional replication; of course you can also choose to have one way replication only. Note that you have to generate an Access Token so you can the use of Salesforce APIs.

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