BRK1108: Salesforce: Learn How to Implement and Drive Productivity with Salesforce and Microsoft Integrations

[Speaker: Damien Joly, Matthew Barnhart] Salesforce is the worlds #1 CRM and Microsoft Office is the worlds #1 productivity suite. Join us to learn about the Salesforce App for Outlook, Exchange Integration, Files Connect for Sharepoint and for a preview of new productivity apps for sales reps and sales operations.

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BRK1108: Salesforce: Learn How to Implement and Drive Productivity with Salesforce and Microsoft Integrations

Created 2 years ago

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[Speaker: Damien Joly, Matthew Barnhart] Salesforce is the worlds #1 CRM and Microsoft Office is the worlds #1 productivity suite. Join us to learn about the Salesforce App for Outlook, Exchange Integration, Files Connect for Sharepoint and for a preview of new productivity apps for sales reps and sales operations.
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Slide Content
  1. Implement Salesforce and Microsoft Integrations with Ease

    Slide 1 - Implement Salesforce and Microsoft Integrations with Ease

    • Damien Joly
    • Senior Product Manager, Salesforce
    • Matthew Barnhart
    • Senior Product Manager, Salesforce
    • Laurent Kubaski
    • Director, Product Management, Salesforce
    • BRK1108
  2. Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

    Slide 2 - Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

    • This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
    • The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
    • Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
    • Safe Harbor
  3. Office Productivity Tools

    Slide 3 - Office Productivity Tools

    • World’s #1 CRM Company
    • World’s Most Admired Software Company
    • World’s Most Innovative Company
    • Celebrating 16 Years of Customer Success
    • 4TH YEAR IN A ROW!
    • 2011 • 2012 • 2013 • 2014
  4. The Leader in Office Productivity Applications

    Slide 4 - The Leader in Office Productivity Applications

    • Over 1.2B Office Users Worldwide!
  5. Introducing Salesforce for Microsoft

    Slide 5 - Introducing Salesforce for Microsoft

    • A Partnership Built around Increasing Sales Productivity
  6. “We are excited to partner with Salesforce. Working together, we’ll deliver new solutions that connect the customer insights of Salesforce to the cloud productivity of Office 365”

    Slide 6 - “We are excited to partner with Salesforce. Working together, we’ll deliver new solutions that connect the customer insights of Salesforce to the cloud productivity of Office 365”

    • Satya Nadella, CEO of Microsoft
  7. Slide 7

    • “Together with Microsoft, we are building bridges that allow customers to be more productive”
    • Marc Benioff, Chairman and CEO, Salesforce
  8. Salesforce for Microsoft Solutions

    Slide 8 - Salesforce for Microsoft Solutions

    • Bring Business Apps Together Makes Selling Easier and Faster
    • Salesforce App for Outlook
    • Files Connect
    • Exchange Sync
    • Email Connect
  9. Salesforce App for Outlook

    Slide 9 - Salesforce App for Outlook

    • Damien Joly
    • Senior Product Manager
  10. Email is Key for Customer Communication

    Slide 10 - Email is Key for Customer Communication

    • Reps Access Email in Many Different Ways
    • From any Computer
    • From any Browser
    • On any Mobile Device
  11. Access CRM Data from within Outlook

    Slide 11 - Access CRM Data from within Outlook

    • Increase Productivity and Sell Smarter
    • Access Salesforce Data in the Context to an Email
    • See Contacts, Accounts, Opportunities and Cases Related to an Email
    • The visual experience to bring Salesforce into Modern Outlook applications
  12. Salesforce App for Outlook

    Slide 12 - Salesforce App for Outlook

    • Available in the Office Store
    • First Enterprise CRM Provider to Launch
    • Works on a Mac or PC
    • Built for Modern Outlook
    • Applications
  13. Salesforce App for Outlook

    Slide 13 - Salesforce App for Outlook

    • Unified Experience across Outlook Applications
    • Outlook Web App (OWA) in a browser
    • Traditional Outlook 2013
  14. Easier on IT

    Slide 14 - Easier on IT

    • No Installation on Reps’ Computers: Manifest File on the Exchange Server
    • Easier on End-Users
    • Always Running the Latest Version
    • Architecture Benefits
    • Apps for Office Framework
    • No Upgrades Required
    • Salesforce App for Outlook
  15. Manifest File is Lightweight

    Slide 15 - Manifest File is Lightweight

    • <?xml version="1.0" encoding="UTF-8"?>
    • <OfficeApp xmlns="http://schemas.microsoft.com/office/appforoffice/1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:type="MailApp">
    • <Id>xyz123xyz123-80f8-8256a9f</Id>
    • <Version>1.196.0.0</Version>
    • <ProviderName>Salesforce</ProviderName>
    • <DefaultLocale>en-US</DefaultLocale>
    • <DisplayName DefaultValue="Salesforce" />
    • <Description DefaultValue="The Salesforce App for Outlook enables you to work with Salesforce records inside Outlook."/>
    • <IconUrl DefaultValue="https://mail.force.com/abc.png"/>
    • <SupportUrl DefaultValue="http://www.salesforce.com" />
    • <AppDomains>
    • <!-- mailpap domain -->
    • <AppDomain>https://mail.force.com</AppDomain>
    • </AppDomains>
    • <Capabilities>
    • <Capability Name="Mailbox" />
    • </Capabilities>
    • <DesktopSettings>
    • <SourceLocation DefaultValue="https://mail.force.com/activation.jsp" />
    • <RequestedHeight>400</RequestedHeight>
    • </DesktopSettings>
    • <Permissions>ReadItem</Permissions>
    • <Rule xsi:type="RuleCollection" Mode="Or">
    • <Rule xsi:type="ItemIs" ItemType="Message"/>
    • </Rule>
    • <DisableEntityHighlighting>false</DisableEntityHighlighting>
    • </OfficeApp>
  16. Supported Exchange Servers

    Slide 16 - Supported Exchange Servers

    • Office 365 - Exchange Online Server
    • Dedicated Exchange Online Server
    • On-Prem Exchange 2013 Server
    • Available Salesforce Winter ‘16 Release - Oct 2015
  17. Demo

    Slide 17 - Demo

    • Getting the App and First Time Use
  18. More Information

    Slide 18 - More Information

    • Release Notes, Help & Training http://sforce.co/1EUwrHp
    • Success Community Salesforce for Outlook & Email Connect
  19. Exchange Sync

    Slide 19 - Exchange Sync

    • Matthew Barnhart
    • Senior Product Manager
  20. Slide 20

    • What is Exchange Sync?
    • Sales Reps are Never Out of Sync with Important Data
    • Sync
    • Contacts
    • Calendar Events
  21. Demo

    Slide 21 - Demo

    • Calendar Sync
  22. Exchange Sync Extends Salesforce’s Reach

    Slide 22 - Exchange Sync Extends Salesforce’s Reach

    • Always Working
    • Server-to-Server Sync Runs in the Background
    • Compatible with Any Exchange-Connected Device
    • Windows, Mac, iOS, Android
    • Easier on IT
    • Nothing to Install; Central Maintenance
  23. Slide 23

    • From the Installed Model to the Cloud Model
  24. Supported Exchange Servers

    Slide 24 - Supported Exchange Servers

    • Office 365 - Exchange Online Server
    • On-Prem Exchange 2010 Server
    • On-Premise Exchange 2013 Server
  25. Set-Up Steps

    Slide 25 - Set-Up Steps

    • Create “service account” user mailbox with impersonation privileges
    • Use PowerShell (or, if desired, Office 365 admin GUI)
    • Verify Autodiscover works and at least one user can be impersonated by service account
    • Use Microsoft Remote Connectivity Analyzer
    • ...And then Salesforce Admin does the rest!
    • OR
    • Securely store service account credentials in Salesforce
  26. PowerShell Commandlets

    Slide 26 - PowerShell Commandlets

    • for Exchange Online
    • Enable-OrganizationCustomization
    • New-ManagementScope -Name:SFScope
    • -RecipientRestrictionFilter:{Alias -eq "matthew.barnhart"}
    • New-ManagementRoleAssignment -Name:SFRoleAssignment
    • -Role:ApplicationImpersonation
    • -User:SFServiceAccount@huidemo.onmicrosoft.com
    • -CustomRecipientWriteScope:SFScope
  27. Exchange Sync Demo

    Slide 27 - Exchange Sync Demo

    • Configuration and test
  28. More Information

    Slide 28 - More Information

    • Exchange Sync admin/implementation guide (PDF): http://sfdc.co/bxP81V
    • Exchange Sync admin/implementation guide (HTML): http://sfdc.co/bLKWu5
    • Exchange setup video (PowerShell): http://sfdc.co/b2PaZN
    • Exchange setup video (Office 365 admin GUI): http://sfdc.co/YK7pr
    • Salesforce Success Community: http://sfdc.co/bu84t7
  29. Files Connect

    Slide 29 - Files Connect

    • Laurent Kubaski
    • Director, Product Management
  30. Files are Disconnected from Business Processes

    Slide 30 - Files are Disconnected from Business Processes

    • Files, Content, and Intellectual Property
    • Sales Opportunities
    • Support Cases
    • Campaign Plans
  31. Introducing Files Connect

    Slide 31 - Introducing Files Connect

    • External Files in the Flow of Business
    • Files Connect Increases Productivity by Making SharePoint Documents an Integral Part of the Salesforce Business Processes
  32. Files Connect Delivers Robust Functionality

    Slide 32 - Files Connect Delivers Robust Functionality

    • Single Point of Access
    • Access Multiple SharePoint Servers from Salesforce
    • Federated Search
    • Search Across all your SharePoint Servers from Salesforce
    • Share External Files
    • Share References with Salesforce Chatter Groups & Records
    • SharePoint in your Salesforce Apps
    • Build Custom Apps using the Files Connect Public API
  33. Files Connect Architecture Overview

    Slide 33 - Files Connect Architecture Overview

  34. Files Connect Demo

    Slide 34 - Files Connect Demo

  35. Hands-on: Connecting to SharePoint Online

    Slide 35 - Hands-on: Connecting to SharePoint Online

  36. More Information

    Slide 36 - More Information

    • Success Community: http://sforce.co/13uI6vC
    • Online Help: http://sforce.co/1EApA02
  37. +

    Slide 37 - +

    • Worlds #1 CRM + World’s #1 Productivity Suite = Customer Success!
  38. +

    Slide 38 - +

    • Come See How Salesforce and Microsoft are partnering to drive customer Success
    • Visit Us at Booth #124
    • Hear more about the Salesforce and Microsoft Partnership at our Theater Session
    • Wednesday @12:35pm
    • Location: Expo Hall - Lounge A
    • Implement Salesforce & Microsoft Integrations with Ease
    • Wednesday @1:30pm
    • Location: Same Room
    • Learn More!
  39. Questions?

    Slide 39 - Questions?

  40. Questions?

    Slide 40 - Questions?

  41. Slide 41

    • Join the conversation!
    • Share tips and best practices with other Office 365 experts
    • http://aka.ms/office365network
  42. Thank You!

    Slide 42 - Thank You!