Synchronize Salesforce with DejaOffice
CompanionLink will synchronize your Salesforce.com account with DejaOffice. This gives you the ability to work with your Salesforce.com data in DejaOffice. You can also synchronize your DejaOffice data to Salesforce.com using CompanionLink, make edits, and sync back to DejaOffice.
CompanionLink installs on your PC and creates the connection between Salesforce.com and DejaOffice. DejaOffice is available for Android, Apple, Windows Phone, BlackBerry 10, Kindle, and Nook devices.
Sync these Saleforce.com records with DejaOffice:
- Accounts
- Contacts
- Opportunities
- Calendar Events and activities linked to contacts
- Tasks
- Alarms and Reminders
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Contents
Salesforce.com Accounts and Contacts Sync
- Contacts and Accounts can be created and synchronized in both directions
- Edits made in DejaOffice and Salesforce can be synchronized
- Salesforce Accounts begin with "Acct." in your DejaOffice Contact list
Accounts in Salesforce.com:
Contacts in Salesforce.com:
Salesforce.com Accounts and Contacts in DejaOffice:
CompanionLink lets you decide which Salesforce.com Accounts and Contacts to sync:
For Contacts you can choose to sync:
- My Contacts
- Account Contacts
- All Contacts
For Accounts you can choose to sync:
- My Accounts
- Team Accounts
- All Accounts
Salesforce.com Opportunities Sync
- Create Opportunities in either DejaOffice or Salesforce
- Edits made in DejaOffice and Salesforce can be synchronized
- Opportunities will appear in DejaOffice's task list and start with (Opp)
This Opportunity was created in Salesforce:
This is the Salesforce Opportunity Open in DejaOffice:
Salesforce.com Tasks Sync
- Task alarms will sound in DejaOffice and Salesforce
- Create Tasks in either DejaOffice or Salesforce
- Edits made in DejaOffice and Salesforce can be synchronized
- Task will appear in DejaOffice's Task list
This Task was created in Salesforce:
Here is the Salesforce Task open in DejaOffice:
Salesforce.com Calendar Sync
- Calendar alarms will sound in DejaOffice and Salesforce
- Create events in either DejaOffice or Salesforce
- Edits made in DejaOffice and Salesforce can be synchronized
This Meeting was created in Salesforce:
Here is the Salesforce Meeting open in DejaOffice:
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