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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. Install Exalate on Salesforce 

You can install Exalate to your Salesforce instance directly from the AppExchange marketplace.

Check out Install Exalate on Salesforce from the AppExchange for detailed instructions.

2. 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.

3. 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.

4. 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.

Configure the synchronization behavior of your use case with the help of configuration guides.