This document describes essential steps required to get Agile GrinMark Exchange Synchronizer for Oracle Sales Cloud up and running.

Terminology

Synchronizer

Short for Agile GrinMark Exchange Synchronizer for Oracle Sales Cloud.

Synchronization Profile

A set of Synchronization Scenarios applied to a number of users.

Synchronization Scenario

A number of Synchronization Rules to synchronize items of some kind. For example, two Rules responsible for synchronization of contacts from CRM to Exchange and from Exchange to CRM are combined together into “Synchronize Contacts” scenario.

Synchronization Rule

Single directed relationship between CRM and Exchange. For example, rule describes how to copy data from Exchange Contact to CRM Contact. Another rule describes how to copy contact data back. Rule may also define the way to find a Contact or an Account by Email address. Or it may define a way to make new CRM Case from Email message and so on.

CRM Item

Any object in CRM. It can be an Account, an Opportunity or any other entry.

Archive Email to CRM Item

Connect Email or document to a given CRM item.

EWS

Exchange Web Services. Exchange server component essential for synchronization.

What’s New

  • Version 1.0
    • Synchronize Contacts and Accounts

Prerequisites

  • Oracle Sales Cloud.

  • Microsoft Exchange 2007 SP1 or higher or Office 365.

  • Windows-based host to run the Synchronizer (may be shared with Exchange host).

  • License (a trial license may be requested during configuration).