CompanionLink Support Center

Synchronize Salesforce and Office 365

CompanionLink will synchronize your Salesforce.com account with Office 365. And we'll do it securely using an HTTPS connection. This gives you the ability to work with your Salesforce.com data in Office 365. You can also synchronize your Office 365 data to Salesforce.com, make edits, and sync back to Office 365.

CompanionLink installs on your PC and creates the connection between Salesforce.com and Office 365.

SFWIKI SF365 LOGO.png

Sync these Saleforce.com records with Office 365:

  • Accounts
  • Contacts
  • Calendar Events and activities linked to contacts
  • Alarms and Reminders


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Salesforce.com Accounts and Contacts Sync

  • Contacts and Accounts can be created and synchronized in both directions
  • Edits made in Office 365 and Salesforce can be synchronized
  • Salesforce Accounts begin with "Acct." in your Office 365 Contact list


Accounts in Salesforce.com:

SFWIKI SF ACCT.png



Contacts in Salesforce.com:

SFWIKI SF CONT.png



Salesforce.com Accounts and Contacts in Office 365:

SFWIKI SF365 ACCT.png


CompanionLink lets you decide which Salesforce.com Accounts and Contacts to sync:

SFWIKI CL OPTIONS.png

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 Calendar Sync

  • Calendar alarms will sound in Office 365 and Salesforce
  • Create events in either Office 365 or Salesforce
  • Edits made in Office 365 and Salesforce can be syncrhonized


This Meeting was created in Salesforce:

SFWIKI SF MEETING.png

Here is the Salesforce Meeting open in Office 365:

SFWIKI SF365 CAL.png

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