Desktop Connectors

Integrate the Most Common Desktop Productivity Applications

In most companies, Microsoft email, calendar, and other business applications are widely used. By integrating with Microsoft documents, you can leverage the huge amount of corporate knowledge in such documents. For example, you can access email correspondence related to opportunities, add Salesforce menus into Word, Excel, and Outlook menus, and merge updated Salesforce data into Microsoft documents with a single click.

As a result, your business can benefit from a huge boost to productivity—end users can work in familiar interfaces without having to switch between applications, while IT is freed up because the following native connectors require no IT resources.

  • Connect Outlook. Capture critical customer emails and activities in Salesforce. Greatly reduce email clutter and ensure that no customer service issues fall through the cracks. 
  • Connect Lotus Notes. Get seamless email, calendar, and activity integration with IBM Lotus Notes. 
  • Connect Word. Easily incorporate Salesforce data in Word documents. Create sophisticated mail merge templates. 
  • Connect Excel. Create Salesforce reports in Excel. Build dashboards with Excel pivot tables and charts.