Table of Contents
What is Salesforce connect and how does it work?
Integrate your data to build a unified view of the customer. Connect lets you integrate and access data from other Salesforce orgs and external sources, using either clicks or code. Tightly integrate external data sources into your apps, giving employees a unified customer view, on any device.
What happens when you are not connected to Salesforce for Outlook?
Users see the error “You’re not connected to Salesforce” in the side panel, and can’t use any side panel features. Users who have been logged out of Salesforce for Outlook no longer sync contacts, events, or tasks between Salesforce and Microsoft Outlook.
How do you connect data between two Salesforce instances?
Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API. You can even seamlessly connect data between your Salesforce instances, no coding required.
What is the Salesforce for Outlook integration?
The Outlook Integration offers productivity features that aren’t available on the Salesforce for Outlook side panel. Lightning Experience admins can build customized panels for different users, and sales reps can log Microsoft emails to Salesforce as emails—no more logging emails as tasks!
Salesforce Connect – Data
Tightly integrate external data sources into your apps, giving employees a unified customer view, on any device. Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API.
External Services Wizard (beta)
Easily connect your Salesforce org to the external service of your choice using the External Service Wizard. Just supply some basic information, like the name of the service and its schema endpoint, and then the service will be available in Salesforce. Once connected, you can use drag-and-drop tools to add the service to an app.
Heroku Connect
Heroku Connect automatically synchronizes data between Heroku and your other Salesforce services, including the Lightning Platform. With Heroku Connect, your productivity apps built on Lightning can use services built on Heroku to deliver elasticity, data consolidation, and complex custom app architectures.
Platform Events
Our powerful events engine allows you to publish and subscribe to event streams that can be embedded into workflows inside Salesforce. Trigger actions like opportunity and case creation, or publish events to trigger activities in systems outside of Salesforce.
AppExchange
Not yet ready to build your own integration? Find pre-integrated apps on AppExchange. These partner apps offer connections into leading enterprise software systems. With millions of installs and reviews from other customers, you can find the app that matches your business needs best.
What is Salesforce Connect?
Salesforce Connect is a framework that helps its users to search, view and modify data that is stored in an external source. A good example is when you have data stored on-premises in an ERP (Enterprise Resource Planning) system.
How Does Salesforce Connect Work?
Salesforce Connect works on the basic principle of external objects, which is similar to custom objects in Salesforce, the only difference is that in external objects data exists in another system. The external object established an external connection to the system where the object data is stored.
How to Use Salesforce Connect
Salesforce Connect allows users to perform the following Data Integration tasks listed below:
What are the Benefits of Salesforce Connect?
Salesforce Connect allows users to access data from external data sources and provides seamless integrations. A few more benefits of Salesforce Connect are listed below:
Limitations of using Salesforce Connect
Although Salesforce Connect can help you connect to multiple data sources and pull data, it is associated with the following challenges:
Alternatives to Salesforce Connect
In this section, let’s read about alternatives of Salesforce Connect. The Data Integration tools are the best alternatives for Salesforce Connect. A few alternatives for Salesforce Connect are listed below:
Conclusion
In this article, you have learned more about Salesforce Connect and how to use it to connect Salesforce to external data sources to view data. Hevo Activate provides its users with a simpler platform for integrating data for analysis. It is a No-code Data Pipeline that can help you combine data from any of the 100+ sources .
How to get your users back on Salesforce for Outlook until the June 2023 product retirement
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture. Read more about that in the “Switch to our latest Microsoft integration products” section below.
Switch to our latest Microsoft integration products
If you meet the system requirements, consider moving to our next-generation products, Outlook Integration and Einstein Activity Capture. Moving to these products lets you take advantage of our latest email integration features.
