Two-Way Salesforce Integration

Sync any Salesforce object, whether standard or custom, including Opportunities, Cases, Accounts, and more.

Connect multiple Salesforce instances or integrate with platforms like Jira, ServiceNow, Azure DevOps, Zendesk, GitHub, and others in real-time.

Say Goodbye to Context-Switching

Set up a consistent, collaborative environment across different systems, departments, and companies.

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.

Extend Your Salesforce Integration by Connecting Other Platforms

  • Instant status updates
  • Uni- or bi-directorial information sync
  • Zero errors from manual data transfer
  • Automatic sync restarts after downtimes
  • 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)
  • Multi-object sync based on triggers.
  • Advanced control over bulk syncing.
  • Multi-field sync based on scripting
  • Increased speed and productivity from batch syncing
  • 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
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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

Case

All fields are supported, including:

Opportunity

All fields are supported, including:

Account

All fields are supported, including:

Start Synchronizing Your Tools​

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 |

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Granular Control Over Synced Data

Decentralized Salesforce Integration

Secure Salesforce Sync by Design

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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Set up Your Salesforce Integration in 5 Simple Steps:

01

install

Install Exalate on Salesforce and the other side(s).

02

connect

Connect Salesforce to your other systems.

03

customize

Map default and custom fields as you like.

04

automate

Set up triggers to automate data integration in Salesforce.

05

sync

Your tools are connected. Happy syncing!

FAQs

Answers to the most frequently asked questions

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. 

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