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Easy to get started:
Admin installs into Salesforce org and
enables for users within minutes


Set it and forget it:
Sync Calendars, Contacts, and Tasks
between Salesforce and Google Apps on
a schedule you configure


Your data where you need it:
Unified Calendar, Contacts, and Tasks in
Salesforce, Google, and mobile
Today's Business                         Solution:
 Challenges                               Appirio Cloud Sync
             Sharing data via manual
             copy/paste is error                     Automatic sync keeps
Manual       prone, tedious, and
                                         Automatic   Salesforce and Google in
             wastes time                             alignment saving time



                                                     Once in Salesforce,
             Personal data lacks
 Siloed                                              events, contacts, and
             business context and is     Linked      tasks can be linked to
  Data       not captured in CRM
                                                     sales records for context


             Restrictive sync behavior               Users choose the
Inflexible   limits users from sharing   Selective   records to share and
  Sync       data and getting data to      Sync      data flows seamlessly
             mobile devices                          to/from mobile devices




    Appirio Cloud Sync keeps your business in sync with your
Calendar, Contacts, and Tasks in Gmail, on your mobile device, and
                          in Salesforce
Central Install and Administration
Install once for the Org
•   AppExchange install and setup
    steps can be completed in minutes
    for the entire Salesforce org
•   No additional user installs or
    browser extensions needed
Central Admin and Config
•   Admin-created default settings
    allow for enforcement of business
    rules around sync.
•   Admin can view and manage all
    sync configurations in the org.
User Control
•   Users authorize sync and enable
    Calendar, Contact, and/or Task
    sync
•   Users customize options like
    frequency and filters
•   Cloud Sync runs in background, no
    user interaction required
Calendar Sync
Robust support for
   recurrences and all
   day meetings
•   Sync recurring meetings or
    all day meetings in addition
    to simple appts
Private meetings stay
    private
•   Private meetings are flagged
    as private between Google
    and Salesforce
Flexible Sync Options
•   Sync one-way or bi-
    directionally
•   Sync your own calendar or
    shared calendar
•   Sync meetings up to one
    month in the past and 3
    months in the future
Contact Sync
Sync only contacts you
    want to
•   Visibility and field-level filters
    help control the SFDC
    contacts sync'd to Google
•   Filter Google contacts by
    contact group
Control how Salesforce
   contacts are grouped
   in Google
•   Default My Contacts group
    will route contacts to/from
    mobile device
•   Specify other group to keep
    business contacts separate
    as needed
Flexible Sync Options
•   Sync one-way or bi-
    directionally
•   Ignore contacts without
    email addresses
Task Sync
Sync only tasks you want to
•   Sync all SFDC tasks you own or
    just open tasks
•   Filter Google tasks by list
Integrated Business
    Process
•   Start and assign tasks in
    Salesforce, assigned user syncs
    and completes tasks in Google
Maintain data quality
•   Ignore completed tasks on the
    first sync
•   Ignore tasks without due dates
Flexible Sync Options
•   Sync one-way or bi-
    directionally
•   Specify Google list that
    Salesforce tasks sync to
Keep your Business in Sync with Cloud Sync
Simple and Effective
•   Access and manage a single
    view of your business appts,
    contacts, and tasks
•   No manual intervention
    needed, runs in the
    background in the cloud


Mobile Access
•   Cloud Sync brings Salesforce
    Calendar and Contacts to
    Google and your mobile
    device


Flexible Control
•   Set sync direction, frequency,
    and filters to only sync the
    data you need
Learn more about Appirio


• More Info: www.appirio.com
• Free 30 Day Trial: www.appirio.com/technology/CloudSync.php
• Contact us: cloud@appirio.com
• Facebook: www.facebook.com/appirio
• Twitter: www.twitter.com/appirio
• LInkedIn: www.linkedin.com/company/appirio
Learn more about Appirio


• More Info: www.appirio.com
• Free 30 Day Trial: www.appirio.com/technology/CloudSync.php
• Contact us: cloud@appirio.com
• Facebook: www.facebook.com/appirio
• Twitter: www.twitter.com/appirio
• LInkedIn: www.linkedin.com/company/appirio

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Appirio Cloud Sync

  • 1.
  • 2. Easy to get started: Admin installs into Salesforce org and enables for users within minutes Set it and forget it: Sync Calendars, Contacts, and Tasks between Salesforce and Google Apps on a schedule you configure Your data where you need it: Unified Calendar, Contacts, and Tasks in Salesforce, Google, and mobile
  • 3. Today's Business Solution: Challenges Appirio Cloud Sync Sharing data via manual copy/paste is error Automatic sync keeps Manual prone, tedious, and Automatic Salesforce and Google in wastes time alignment saving time Once in Salesforce, Personal data lacks Siloed events, contacts, and business context and is Linked tasks can be linked to Data not captured in CRM sales records for context Restrictive sync behavior Users choose the Inflexible limits users from sharing Selective records to share and Sync data and getting data to Sync data flows seamlessly mobile devices to/from mobile devices Appirio Cloud Sync keeps your business in sync with your Calendar, Contacts, and Tasks in Gmail, on your mobile device, and in Salesforce
  • 4. Central Install and Administration Install once for the Org • AppExchange install and setup steps can be completed in minutes for the entire Salesforce org • No additional user installs or browser extensions needed Central Admin and Config • Admin-created default settings allow for enforcement of business rules around sync. • Admin can view and manage all sync configurations in the org. User Control • Users authorize sync and enable Calendar, Contact, and/or Task sync • Users customize options like frequency and filters • Cloud Sync runs in background, no user interaction required
  • 5. Calendar Sync Robust support for recurrences and all day meetings • Sync recurring meetings or all day meetings in addition to simple appts Private meetings stay private • Private meetings are flagged as private between Google and Salesforce Flexible Sync Options • Sync one-way or bi- directionally • Sync your own calendar or shared calendar • Sync meetings up to one month in the past and 3 months in the future
  • 6. Contact Sync Sync only contacts you want to • Visibility and field-level filters help control the SFDC contacts sync'd to Google • Filter Google contacts by contact group Control how Salesforce contacts are grouped in Google • Default My Contacts group will route contacts to/from mobile device • Specify other group to keep business contacts separate as needed Flexible Sync Options • Sync one-way or bi- directionally • Ignore contacts without email addresses
  • 7. Task Sync Sync only tasks you want to • Sync all SFDC tasks you own or just open tasks • Filter Google tasks by list Integrated Business Process • Start and assign tasks in Salesforce, assigned user syncs and completes tasks in Google Maintain data quality • Ignore completed tasks on the first sync • Ignore tasks without due dates Flexible Sync Options • Sync one-way or bi- directionally • Specify Google list that Salesforce tasks sync to
  • 8. Keep your Business in Sync with Cloud Sync Simple and Effective • Access and manage a single view of your business appts, contacts, and tasks • No manual intervention needed, runs in the background in the cloud Mobile Access • Cloud Sync brings Salesforce Calendar and Contacts to Google and your mobile device Flexible Control • Set sync direction, frequency, and filters to only sync the data you need
  • 9. Learn more about Appirio • More Info: www.appirio.com • Free 30 Day Trial: www.appirio.com/technology/CloudSync.php • Contact us: cloud@appirio.com • Facebook: www.facebook.com/appirio • Twitter: www.twitter.com/appirio • LInkedIn: www.linkedin.com/company/appirio
  • 10. Learn more about Appirio • More Info: www.appirio.com • Free 30 Day Trial: www.appirio.com/technology/CloudSync.php • Contact us: cloud@appirio.com • Facebook: www.facebook.com/appirio • Twitter: www.twitter.com/appirio • LInkedIn: www.linkedin.com/company/appirio