How to Two-way Sync Salesforce with a Global Address List
Below, you’ll find a guide on how to perform a two-way Contact sync between Salesforce CRM and a Global Address List (GAL). This process will allow users to keep Contacts between these two sources in sync.
Steps for Syncing Sales force with the Global Address List
1. Users will first need to log into the CiraHub Dashboard and select Contacts as the object they want to sync. From there, they will have to click CRMs and select Salesforce as the source type of the first contact Spoke. This will prompt the user to enter their Salesforce credentials or use an existing Salesforce profile. For more information on how to sync your Salesforce account, read more here.
2. Users will then need to attach an additional spoke to add GAL contacts within their tenant or another tenant. The user will have the option to log in on behalf of their organization or CiraHub will send an invite to a user from another tenant for approval. If the user has login credentials of the other tenant, they may also log in on their behalf by clicking “GRANT ACCESS.” Then, on the Dashboard, they will need to configure sync settings for the Salesforce and GAL Spoke they have created. This will enable two-way sync between the spokes and Hub. Note that users can attach additional spokes to multiple GALs as required. More info on attaching a Salesforce spoke to an existing Hub can be found here.
Custom Field Mapping
CRM Contact Sync
Why Use CiraHub?
Salesforce is one of the most popular Cloud-based CRM tools used for a variety of support, sales, and marketing operations in a host of industries. On the other hand, GALs provide a comprehensive list of users and their Contact information within an exchange server. Using CiraHub to sync Salesforce CRM contacts with GAL(s) allows users from various teams within the same or separate tenants to share contacts in real-time. Organizations can use CiraHub to sync contacts between Salesforce and GALs allows organizations to optimize their workflows, save valuable time and work efficiently, without having to perform manual updates with contact additions. Below are some more articles on syncing Salesforce contacts with various sources.