CompanionLink Support Center

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.

SFWIKI SFDJO LOGO.png

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:

SFWIKI SF ACCT.png



Contacts in Salesforce.com:

SFWIKI SF CONT.png



Salesforce.com Accounts and Contacts in DejaOffice:

SFWIKI DJO 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 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:

SFWIKI SF OP.png

This is the Salesforce Opportunity Open in DejaOffice:

SFWIKI DJO OP.png

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:

SFWIKI SF TASK.png

Here is the Salesforce Task open in DejaOffice:

SFWIKI DJO TASK.png

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:

SFWIKI SF MEETING.png

Here is the Salesforce Meeting open in DejaOffice:
SFWIKI DJO CALDAY.png SFWIKI DJO EVENT.png

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