Difference between revisions of "How to Connect Salesforce with Google and Office 365 using DejaCloud Connector"

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'''Setup Sync with DejaCloud on your PC'''
 
'''Setup Sync with DejaCloud on your PC'''
 
# Download and install [[Installing_CompanionLink|CompanionLink on your PC]]
 
# Download and install [[Installing_CompanionLink|CompanionLink on your PC]]
# Configure CompanionLink to Sync with your DejaCloud account [[File:SF2GGLCON.png]]
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# Configure CompanionLink to Sync with your DejaCloud account  
 
# When entering your DejaCloud credentials make sure to click ''Sync using DejaCloud Connector''
 
# When entering your DejaCloud credentials make sure to click ''Sync using DejaCloud Connector''
 +
[[File:SF2GGLCON.png|center]]
 
'''NOTE:''' [http://sync.dejacloudsync.com/account/create.php Create a DejaCloud Account if you do not already have one]
 
'''NOTE:''' [http://sync.dejacloudsync.com/account/create.php Create a DejaCloud Account if you do not already have one]
  

Latest revision as of 08:44, 15 July 2014

Setup Sync with DejaCloud on your PC

  1. Download and install CompanionLink on your PC
  2. Configure CompanionLink to Sync with your DejaCloud account
  3. When entering your DejaCloud credentials make sure to click Sync using DejaCloud Connector
SF2GGLCON.png

NOTE: Create a DejaCloud Account if you do not already have one


Enable sync via the Google Connector

  1. Login to DejaOffice CRM Live
  2. Click Account Status
  3. Click Connectors
  4. Click Add Google Account and enter your Google credentials.

OPTIONAL: Selecting Edit next to the connected Google account will allow you to choose specific conduits to sync.

Enable sync via the Office 365 Connector

  1. Login to DejaOffice CRM Live
  2. Click Account Status
  3. Click Connectors
  4. Click Add Office 365 Account and enter your credentials.

OPTIONAL: Selecting Edit next to the connected Office 365 account will allow you to choose specific conduits to sync.


NOTES:

  • Once enabled, your DejaCloud and Google/Office 365 account will generally sync about once every 5 minutes.
  • The status of a pending connector sync will be indicated by Changes on the connected account in Account Status > Connectors.