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Early Access

Thank you for your interest in joining the Exalate for Salesforce Early Access. 
Early Access Program allows you to check out the product and see for yourself if the still under development features are what you are looking for.

Since this is early access, you may spot occasional bugs and there may be a few features missing.
We're working hard to roll out more functionality and improvements in future updates.

Introduction

You can sync any objects between Salesforce instance and any other work management system supported by Exalate. The most popular objects Exalate for Salesforce can sync:

  • Task

  • Case

  • Account

  • Product

  • Opportunity

Supported editions:

Exalate supports the following Salesforce editions

  • Developer Edition
  • Enterprise Edition
  • Unlimited Edition

Configuring Exalate for Salesforce

Exalate for Salesforce is hosted on our server. 

For more details about information security—check out our Security And Architecture White-paper.

To start working with Exalate:

1. Set up Exalate on Salesforce

You should set up Exalate manually on your Salesforce environment by creating a New Connected App.

Check out Set up Exalate in your Salesforce instance for detailed instructions.

2. Request Exalate

You can request an evaluation instance of Exalate from our website. In this case, Exalate will be hosted on our server.

For more information, check out Request an evaluation instance of Exalate for Salesforce.

3. Configure Exalate 

During your first installation, you need to complete the registration and verification procedure. 

Follow the link from the email to access Exalate and fill in the required form fields. Verify your instance.

After completing you get:

  • A verified Exalate instance.
  • An active trial license.
  • An admin account where you will receive error notifications.

Here is a detailed guide on how to Configure Exalate for Salesforce.

4. Set up a Connection 

Synchronization between two instances requires a configured Connection.

One side needs to initiate the connection and send an invitation to the partner (the Destination instance). 

The other side needs to finish the configuration from their side. 

You can synchronize with any of the supported issue tracking platforms. For example, you can sync between Salesforce and Jira Cloud or Jira Server, even if your Jira Server instance is behind a firewall in a private network. For more details check typical use cases. 

To start synchronization with your partner read Set up a connection in Exalate for Salesforce

If you have an Invitation code check out Accept an Invitation.

5. Synchronize an entity

To start the synchronization for Salesforce you need to configure a triggeruse Sync Status Panel, or start the sync from Jira/remote side.

License

The Early Access Program provides an evaluation license for 30 days.  The license is set automatically when verifying your Exalate for Salesforce instance. You will get the instance link together with the installation instructions.