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A Mac-user's Salesforce.com survival tools
If you work in the Fortune 1000, chances are pretty good that you've dealt with Salesforce.com, the web-based Customer Relationship Management service that has exploded in popularity over the last year or so. Salesforce.com provides a (very useful) plug-in for synchronizing Outlook contacts, tasks, and e-mails with the web site's database for reporting and federation... Which makes Salesforce.com a dream for Windows Office users. But if you have a Macbook under your arm, you probably aren't using Outlook. More than likely, you're using the suite of apps Apple provides for personal information management on Mac OS X--Apple Mail, Address Book, and iCal. Fortunately, there are some gnarly tools for synchronizing your Mac-based data with Salesforce.com.
The first of these is a great utility called SF3 from Pocket Soap. It will synchronize tasks and events from iCal and contacts from Address Book with your Salesforce.com account. Unfortunately, it doesn't yet support limiting the synchronization to certain groups of contacts--important if you mix personal and business contacts within Address Book.
Pocket Soap also makes Maildrop--a script for Apple Mail and Microsoft Entourage that will copy messages to Salesforce.com--very handy. You'll also benefit from Trapdoor, which allows you to store your Salesforce logins in your Mac OS X keychain, and SFDCFuse, which will mount your Salesforce document repository as a Mac OS X volume.
Comments
3
Subscribe to commentssanjiv swarupAug 30th 2007 12:43AM
suggest leap-frogging the exercise of synchronisation by using hosted applications in the clouds like google docs, spreadsheets, or www.edeskonline.com
ruzSep 23rd 2007 1:02PM
the synchronization feature seems pretty good. S Swarups comment is relevant for modern day mobile/web based applications.
Barry SmythNov 13th 2007 12:54AM
This is a fantastic post, I just made the switch to a Mac from being a 20+ year PC user under Windows domination, so this is really useful. thought i was banished to a life of online Salesforce usage, hopefully it will all integrate with Daylite as well.