Salesforce.com Data to SharePoint     Download Brochuredownload pdf

 Microsoft Office SharePoint Server integration with Salesforce.com                            

QXchange is flexible, easy to use, data integration software. It can quickly and easily transfer data between many standard data formats and applications, including MS Access, Excel, Comma delimited flat file, XML, MS SQL Server, My SQL, QuickBooksTM, Salesforce.comTM and others. It allows simple and clear setup of extraction, transformation and loading instructions to exchange data between different formats. The instructions are stored and managed as profiles.

Microsoft Office SharePoint Server 2007 is an integrated suite of server capabilities that can help improve organizational effectiveness by providing comprehensive content management and enterprise search, accelerating shared business processes, and facilitating information-sharing across boundaries for better business insight. Additionally, this collaboration and content management server provides IT professionals and developers with the platform and tools they need for server administration, application extensibility, and interoperability.

Loading Salesforce.com Customers (Accounts) data into SharePoint database via Ms-Access 2007 using QXchange

Customers of SharePoint Server 2007 who also use Salesforce.com for their CRM purposes, need to keep their data in sync. Our QXchange tool helps integrate Salesforce.com with SharePoint Server 2007. The below screenshots illustrate how data in Accounts of Salesforce.com can be brought to SharePoint Server 2007 by simple field to field mapping.

Accounts data to be transferred in Salesforce.com

Accounts data in Salesforce.com

Customers detail in SharePoint

Customers detail in SharePoint

Salesforce.com and Ms-Access database listed from QXchange

Salesforce.com and Ms-Access database listed from QXchange

Field level mapping of Accounts in Salesforce.com to Customers in SharePoint Server 2007

Accounts-Customers Mapping in QXchange

Successful completion of data transfer to SharePoint Server 2007.

QXchange Data Transfer – Exported 15 Accounts from Salesforce.com

Exported Customer data in SharePoint Server 2007 database

Exported Customer data in SharePoint database

 

 

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