SmartSync for Salesforce

Stibo Systems SmartSync connects Salesforce with STEP MDM to ensure your customer data is always governed, accurate, trusted, and duplicate-free.

Customer records often originate in Salesforce. SmartSync checks STEP MDM in real time to determine if the customer already exists. If a match is found, the CRM record is enriched with the golden record. If not, the data can be validated and onboarded into MDM through governed workflows—ensuring enterprise-wide consistency.

This seamless, bidirectional integration keeps Salesforce clean and aligned with your organization’s data governance policies.

Key Capabilities:

• Real-time duplicate prevention with “Search Before Create”
• Bidirectional sync of Accounts, Contacts, and Custom Objects
• Merge handling and traceable updates
• Support for Sales Cloud, Service Cloud, and Lightning Experience
• Built-in tools for data stewardship and validation

Benefits:

• Improve customer data hygiene and trust
• Accelerate time to value with a ready-to-deploy managed package
• Eliminate custom API development with a proven integration strategy
• Enhance personalization, compliance, and customer experience

Availability:
Available now on the Salesforce AppExchange