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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.
Celebrating 16 Years
of Customer Success
World’s #1 CRM Company
World’s Most Admired Software
Company
World’s Most Innovative Company
2011 • 2012 • 2013 • 2014
4TH YEAR IN A ROW!
Office Productivity Tools
The Leader in Office
Productivity
Applications
Over 1.2B Office Users Worldwide!
Introducing Salesforce for Microsoft
A Partnership Built around Increasing Sales Productivity
“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
“Together with Microsoft, we are building bridges that
allow customers to be more productive”
- Marc Benioff, Chairman and CEO, Salesforce
Salesforce for Microsoft Solutions
Bring Business Apps Together Makes Selling Easier and Faster
Salesforce App for Outlook
Email Connect
Exchange Sync
Files Connect
Salesforce App for Outlook
Damien Joly
Senior Product Manager
Email is Key for Customer Communication
Reps Access Email in Many Different Ways
From any Computer
From any Browser
On any Mobile Device
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
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
Salesforce App for Outlook
Unified Experience across Outlook Applications
Traditional Outlook 2013
Outlook Web App (OWA) in a browser
Salesforce App for Outlook
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
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>
Supported Exchange Servers
Office 365 - Exchange Online Server
Dedicated Exchange Online Server
On-Prem Exchange 2013 Server
Available Salesforce Winter ‘16 Release - Oct 2015
Demo
Getting the App and First Time Use
More Information
Release Notes, Help & Training
http://sforce.co/1EUwrHp
Success Community
Salesforce for Outlook & Email Connect
Exchange Sync
Matthew Barnhart
Senior Product Manager
What is Exchange Sync?
Sales Reps are Never Out of Sync with Important Data
Sync
Contacts
Calendar Events
Demo
Calendar Sync
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
From the Installed Model to the Cloud
Model
Supported Exchange Servers
Office 365 - Exchange Online Server
On-Prem Exchange 2010 Server
On-Premise Exchange 2013 Server
Set-Up Steps
1. Create “service account”
user mailbox with
impersonation privileges
OR
Use PowerShell (or,
if desired, Office 365
admin GUI)
2. Verify Autodiscover
works and at least one
user can be
impersonated by service
account
Use Microsoft
Remote Connectivity
Analyzer
3. Securely store service
account credentials in
Salesforce
...And then Salesforce
Admin does the rest!
PowerShell Commandlets
for Exchange Online
Enable-OrganizationCustomization
New-ManagementScope -Name:SFScope
-RecipientRestrictionFilter:{Alias -eq "matthew.barnhart"}
New-ManagementRoleAssignment -Name:SFRoleAssignment
-Role:ApplicationImpersonation
-User:[email protected]
-CustomRecipientWriteScope:SFScope
Exchange Sync Demo
Configuration and test
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
Files Connect
Laurent Kubaski
Director, Product Management
Files are Disconnected from Business
Processes
Files, Content, and
Intellectual Property
Sales Opportunities
Support Cases
Campaign Plans
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
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
Files Connect Architecture Overview
Files Connect Demo
Hands-on: Connecting to SharePoint Online
More Information
Success Community: http://sforce.co/13uI6vC
Online Help: http://sforce.co/1EApA02
+
Worlds #1 CRM + World’s #1 Productivity Suite = Customer Success!
Learn More!
+
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
Questions?
http://myignite.microsoft.com
Thank You!
© 2015 Microsoft Corporation. All rights reserved.
Appendix
Step 1: Registration
Office 365: Registering an App (“appregnew.aspx”)
Step 2: Permissions
Office 365: Granting Permission to the Created App (“appinv.aspx”)
Step 3: Authentication Provider
Salesforce: Creating an Authentication Provider
Step 4: External Data Source
Salesforce: Creating an External Data Source
Step 5: Connecting to SharePoint Online
Salesforce: Enjoy !