Resource Planning Reinvented: A Guide to MS Project Salesforce Integration


MS Project, if your organization uses it, is a project management tool that is used by managers and leaders to control the flow and, ultimately, outcomes of their core business objectives. Using this advanced tool, these project managers can plan milestones, assign responsibilities, manage various resources, make reports, and so on. As such, MS Project remains a project management software for many different industries and organizations. You can make it compatible through Salesforce integration with legacy systems for example through database staging. 

Since many businesses rely on Microsoft suites to produce, collaborate, and remain productive in general, MS Project has been attractive since it first became available in 1994. But, there are some existing limitations to the features that this product can offer due to the nature of its function and design. While MS Project comes with an impressive number of features including views, communication, collaboration, co-authoring, reporting, timesheets, resource management, and more—it does not deal with important and overlapping areas of your business such as CRM tools like Salesforce. 

Through Salesforce, many businesses seek to use cloud technology to connect more with their clients, customers, and partners. Salesforce helps these organizations to watch customer interactions, activities, and communications to increase customer success, engagement, sales, and the bottom line. These improvements are critical for the growth of the business, and they can be enhanced and pushed even further by loading data between MS Project and Salesforce. 

The staging integration of Salesforce and MS Project offers a way to experience consistent data between systems without manual intervention or effort. Among the benefits, those who integrate experience:

  • A boosted level of operational productivity
  • An increase in time saved reducing duplicate entries
  • An ecosystem of connected software tools
  • Ability to trace accounts, records, customers, and payments
  • A higher-level insight into the organization through transparency

The ability to duplicate data across platforms is attractive because it provides this kind of competitive edge over other organizations that suffer lost time, energy, and expense because of system inefficiencies. In what follows, Rapidi shares what MS Project and Salesforce are capable of as a combined effort. In closing, you get a solution to supercharge your organization’s strategic management of customers, information, and resources. See how all this can transform your organization and its most essential operational tools. 

Why MS Project and Salesforce Staging Integrations Work

MS Project and Salesforce bring different functions and essential responsibilities to your organization, but, using both systems without an integrating partner, third-party, or process can mean struggling with duplication, errors, and busywork that sinks time and steals from investment in core business needs. Since each tool presents great abilities, the best way to leverage their power is through an integration that cuts the need to: 

  • Enter the same data in multiple databases
  • Create errors during duplication of entries
  • Waste employee hours on easily automated tasks
  • Hunt information down across platforms and reports

While Salesforce can help you with marketing, sales, and customer contact (among other things), MS Project obviously brings up the strategic and objective-focused side of the business. Merging them offers a way to synergize and enhance their utility. So, in addition to creating more efficiency and productivity, you can create an organization that has a clearer view of all its operations and can make more informed strategic decisions quickly. 

Implementation Options for MS Project and Salesforce Integration 

MS Project joined up with Salesforce can transform the way you check off essential tasks and functions at your organization. The processes that used to consume time and money now resolve themselves by reducing data entry, increasing visibility, and even improving leadership-level decision making. Nevertheless, some organizations misunderstand how they can achieve this without enduring downtime or bugs during the process. 

The truth is that it’s quite difficult for in-house teams to handle the complexity and requirements of integrations between vastly different systems. In a short time, few teams without expertise in the field of integration can pull off the job. However, creating a staged database can sync MS Project and Salesforce, bringing the advantage of better automation, entry, and insight.

Join Salesforce and MS Project

Connect systems and data warehouses with Rapidi, a leading integration company for organizations seeking expertise and guidance. 

Explore what Rapidi can do for your business, and see how our solution to integration can finally create automation and synchronization between Salesforce and MS Project.