Salesforce iCloud contacts sync integration : PieSync Recipe

March 23, 2018
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Salesforce iCloud 2-way contacts sync

Apple fans will be happy about this one! Get your iCloud contacts synced into Salesforce. You’ll have access to all your prospect and customer data when you need it most. Best of all - no more data entry! Everything is automatically synced into Salesforce for you (and vice versa if you wish!)

Recipe summary

  • Duration: between 5 and 10 minutes
  • Serves happy sales teams
  • Tastes like Lemon Meringue Pie.

Ingredients

  • iCloud
  • Salesforce CRM.
  • PieSync - there is no substitute

Preparation

On the PieSync dashboard, choose Salesforce and iCloud and authorize your apps. iCloud needs to have a specific app-generated password created in order for you to use PieSync. Follow the link on the pop-up in order to generate one.

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Configure your Sync

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The rules for a two-way sync are already set up for you. They read IF a contact is in iCloud THEN sync the contact between iCloud and Salesforce. And IF a contact is in Salesforce THEN sync the contact between Salesforce and iCloud.

Now you might want to just have your own contacts from Salesforce in your iCloud contacts. In this case, make the second as follows:

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IF a contact is in Salesforce and Owned by Me THEN sync the contact between iCloud and Salesforce.

You can also sync custom fields, in this example, we’re syncing the “Department” field in iCloud with the “Department” field in Salesforce.

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About Vanessa Rombaut

Vanessa is a wordsmith extraordinaire. Originally from Australia, she has travelled the world and the seven seas to write scintillating content for you to enjoy.

She likes books, travel, vintage films and sushi (not necessarily in that order).