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Sharepoint Data Sync Manager

By Avenga

Streamlining Salesforce and SharePoint integration for efficient data synch

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Free  

Never requires payment

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Industries
Automotive
Financial Services
Healthcare & Life Sciences
Business Need
Data Management
Data Visualization
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

SharePoint Data Sync Manager is a powerful tool seamlessly integrating Salesforce with SharePoint. This product enables efficient data synchronization, allowing users to read, manipulate, and update Salesforce records using Excel data from SharePoint.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
SharePoint Data Sync/Spring 2023 1.1.0
Listed On
06/19/2023
Latest Release
06/19/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 6
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/29/2023

Additional Details

The SharePoint Data Sync Manager is a dynamic tool. It directly connects two key platforms business world pursues - Salesforce and SharePoint. The tool's primary goal is to simplify data synchronization. Looking into the retrospective, keeping Salesforce records updated with SharePoint Excel data was challenging. This often led to discrepancies. It also caused inefficiencies. However, the SharePoint Data Sync Manager changes this. It can read data from Excel files in SharePoint and uses this data to update Salesforce records. This ensures data is always updated and accurate. The tool also offers job scheduling. Essentially, it allows users tap into automatic data retrieval. It also enables record creation or updating. This saves time and reduces manual effort. In addition, the product has a global interface. This aspect makes data synchronization easier. It also offers different permission sets. Respectively, system administrators and software developers will find the product’s global interface realy handy and easy-to-use. SharePoint Data Sync Manager is all about making data synchronization efficient. It streamlines data management, which leads to improved operational efficie

Need help?

Avenga

New York

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