If you are a Salesforce customer who also relies on Microsoft business applications like Outlook and Exchange to fulfill your enterprise requirements – you might find yourself in a bit of a pickle.
With Lightning Sync’s deprecation and Salesforce for Outlook’s end of life beginning July 2021, Salesforce has begun to recommend Einstein Activity Capture as an alternative.
If this suggestion doesn’t meet your business objectives for security, scalability, or support, Salesforce recommends working with a third-party partner, like Riva.
True Salesforce/Microsoft Interoperability
Riva’s platform creates a seamless conduit that intelligently connects Salesforce and Outlook and/or Exchange. With the Riva Relationship Engine working in the background, the applications that rely on your customer data are synchronized to support your teams and customers.
CRM ↔ Address Book
- Contacts / Persons
- Contact Notes
- Custom Fields
CRM ↔ Calendar
- Recurring Events
- Custom Categories
- Resource Calendars
CRM ↔ Email
- CRM Contacts
- Custom Objects
CRM ↔ Tasks
CRM > Folders/HTML Email
- Custom Objects to Mail Folders
Now is the time to explore how Riva’s rules-based pass-through architecture connects to Microsoft Outlook and Exchange, puts your customer data into context, and makes Salesforce more powerful.