Features

CloudsPlus is your no software solution to synchronize data between SalesForce and Microsoft Exchange server no matter what platform your client is using.
Synchronize Email            Create Opportunities from Outlook / Exchange
Synchronize Contacts      Create Contacts from Outlook / Exchange
Synchronize Leads           Create Leads from Outlook / Exchange
Synchronize Calendar      Create Cases from Outlook / Exchange
Synchronize Tasks

 SalesForce

    Email
            Exchange email is synched to Salesforce based on email addresses found in Salesforce. Both sent and received
            emails are saved at the contact along with any attachments.

    Contact
            Contacts are synched between SalesForce and Outlook / Exchange. Casses and opportunites can be created as well.
            Contacts can be creatd in Salesforce or Outlook / Exchange.

    Leads
            Leads are synched between SalesForce and Outlook / Exchange.
            Leads can be created in SalesForce or in Outlook / Exchange.

    Calendar
            All events are synched with Outlook / Exchange unless marked as private.

   Tasks
            All open Tasks are synched with Outlook / Exchange unless marked as private.

 

Outlook / Exchange

   Email
        Emails that match an SMTP address in SalesForce contacts or leads are automatically saved.
        The emails will be marked Emails (Sent) or Email (Received) in the Notes section of a Contact.        
        Email attachments are stored on the contact record under attachments.

    Contacts
         A new contact folder called "SF Contacts" is created under the personal contacts folder and contains all
        the contacts within SalesForce that are assigned to you. Adding a contact in the SF Contacts folder will
        create a new contact in SalesForce.   

    Leads
         A new contact folder called "SF Leads" is created under the personal contacts folder and contains all
        the contacts within alesForce that are assigned to you. Adding a contact in the SF Leads folder will
       create a new lead in SalesForce.

    Calendar
        All calendar items except items marked private will synch with SalesForce.

    Tasks
            Coming soon!

   

Quick Add Email Folders in Outlook / Exchange
 

Create SF Case
            Copy or move an email to this folder to create a case and a contact if the contact does not exist.

    Create SF Contact
            Copy or move an email to this folder to create a contact if the contact does not exist.

    Create SF Lead
            Copy or move an email to this folder to create a lead if the lead does not exist in SalesForce.

    Create SF Opportunity
            Copy or move an email to this folder to create an opportunity and a contact if the contact does not exist.


Supported Platforms

    Any platform is supported as long as it can communicate with Microsoft Exchange Server and view multiple folders.

    PC
        Any Exchange connection.
    MAC
        Any Exchange connection.
    BlackBerry / RIM
        Any Exchange connection.
    iPhone
        Any Exchange connection.
    Android
        Any Exchange connection.
    iPad
        Any Exchange connection.
    HP Web OS
        Any Exchange connection.
    Windows mobile
        Any Exchange connection.

   

 

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