Two-Way Salesforce Integration
Don’t share credentials with other teams
Choose what info to share with other teams and just sync it.
Get rid of manual data copy-paste
Integrate Salesforce with your partner’s system and see everything in one place.
Stop waiting for manual updates
Automate your Salesforce syncs to get real-time status updates.
Save time with less context switching
Stay in your favorite tool while syncing the necessary data.
Real-time Salesforce Sync
- Instant status updates
- Uni- or bi-directorial information sync
- Zero errors from manual data transfer
- Automatic sync restarts after downtimes
Automated Salesforce Integration Triggers
- Editable triggers that won’t disrupt the sync
- Native query language triggers for automatic information flow
- Independent trigger control for both Salesforce integration partners
- Query-based filtering using Salesforce Object Query Language (SOQL)
Bulk Operations
- Multi-object sync based on triggers.
- Advanced control over bulk syncing.
- Multi-field sync based on scripting
- Increased speed and productivity from batch syncing
Custom Data Mapping Rules
- Advanced mapping options with Groovy scripts
- Custom mappings for statuses, issue types, priorities, etc.
- Built-in data transformation between Salesforce and other platforms
- Refined data mapping for both outgoing and incoming information
Sync Anything between Salesforce and Other Tools
You can sync any data available via the Salesforce integration API. The most common objects and fields are listed below.
Common objects to sync
- Account Name
- Asset
- Business Hours
- Case Owner
- Contact Email
- Escalated
- Priority
- Product
- SLA Violantion
- Type
- Close Date
- Contract
- Delivery/Installation Status
- Description
- Lead Source
- Order Number
- Opportunity Score
- Price Book
- Probability
- Tracking Number
- Account Owner
- Annual Revenue
- Billing Address
- Customer Priority
- Parent Account
- SIC Code
- Tradestyle
- Upsell
- Year Started
“
We can now handle around 500 customer incidents per week, thanks to Exalate, which is a very good result regarding the number of products we’re dealing with. It synchronizes 45x faster than our previous solution.
Christof Cuyper |
Granular Control Over Synced Data
- Have granular control on both sides.
- Easily handle complex sync scenarios with multiple dependencies using simple code.
- Sync any data available via APIs.
- Set up custom data mappings and robust triggers.
Decentralized Salesforce Integration
- Each side admin independently controls outgoing and incoming sync information.
- Changes to the application configuration on one side will not affect the other side.
Secure Salesforce Sync by Design
- Exalate's single-tenant cloud infrastructure and distributed architecture keeps your data safe.
- Your systems are loosely-coupled so you can easily scale your Jira integration.
- Stay protected with airtight security features and infrastructure backed by ISO 27001 certification.
“
The advantage of Exalate’s decentralized architecture is that it’s not like a new learning curve for the customers to get into a new platform and figure out how they need to operate. They can just operate as they normally do, and that makes a huge impact on the overall outcome of security incidents.
Alexander Sinno |
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Exalate for Salesforce is priced based on multiple factors. We recommend you get in touch with our team for a quote. You can book a short call or message us on the chat on this page.
On Salesforce, you can sync standard and custom objects such as cases, opportunities, products, accounts, contacts, etc. You can also map, transform, filter, and sync any entity fields like summaries, descriptions, comments, attachments, etc. You can even sync third-party plugin fields like Elements Connect or Insight.
Exalate protects the data flowing through your Salesforce integrations using security features such as JWT access tokens, role-based access controls, HTTP (HTTPs), TLS 1.2 and 1.3, and multi-factor authentication. It is also ISO27001:2022 certified. You can find out more from the security whitepaper.
Yes, docker installations for Salesforce are available with Exalate. You can even connect Exalate with an instance behind a firewall called private connections.
We provide both Standard and Premier Support options. Standard Support covers specific issues related to installation, upgrades, troubleshooting, and similar concerns. Premium Support assigns you a dedicated support engineer, aids with your configurations, offers enhanced SLAs, and more. Additionally, we offer a specialized Exalate for Service Providers package to facilitate connections with your service providers through extensive Salesforce integration consulting.
Yes, Exalate supports single tenancy, which minimizes the risk of information exposure at the infrastructure level. When your Salesforce integration architect deploys an Exalate Cloud node, it functions within a ‘Kubernetes pod’ meticulously configured to safeguard against data leakage.
Yes, you can use Exalate to connect multiple Salesforce instances. Exalate also supports CRM and ERP integration with Salesforce and other popular tools like Azure DevOps, Zendesk, GitHub, etc. You can also set up a connected network with your external partners through the MSP program Exalate offers.
