integrating salesforce with microsoft office through add-ins
TRANSCRIPT
![Page 1: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/1.jpg)
February 16, 2016
Integrating Salesforce withMicrosoft Office through Add-ins
![Page 2: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/2.jpg)
Dave CarrollSr. Director Developer EvangelistSalesforce@dcarroll
Richard diZeregaSoftware DevelopmentEngineerMicrosoft@richdizz
Speakers
![Page 3: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/3.jpg)
Forward-Looking StatementStatement 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.
![Page 4: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/4.jpg)
Go Social!
Salesforce Developers
Salesforce Developers
Salesforce Developers
The video will be posted to YouTube & thewebinar recap page (same URL as registration).
This webinar is being recorded!
@salesforcedevs / #forcewebinar
![Page 5: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/5.jpg)
▪ Don’t wait until the end to ask your question! – Technical support will answer questions starting now.
▪ Respect Q&A etiquette– Please don’t repeat questions. The support team is
working their way down the queue.
▪ Stick around for live Q&A at the end– Speakers will tackle more questions at the end, time-
allowing.
Have Questions?
![Page 6: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/6.jpg)
Agenda
1. Background and types of Office add-ins2. Salesforce Office add-ins3. Developing custom Office add-ins4. Questions
![Page 7: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/7.jpg)
OpportunityOver 4
trillion emails sent with O365
100+ million downloads of mobile apps
850 million meetings are
created a month2–3 hours
a dayspent in
Office apps1.2 billion+
users470+ PB
of storage
![Page 8: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/8.jpg)
DATAUSERS
HTML
Developer vision
![Page 9: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/9.jpg)
Historical Challenges with Office Add-ins
v
v
• Proprietary Development
• Discoverability• Decentralize
Distribution• Updates/Upgrades• Devices/Mobility• Internet Ready
Behold…I bring the world… Pac-Man Proposals for Word!!!
Proposals would be much more enjoyable as
a game!But where to fine one???
We have 100K employees that build proposals…how will we
distribute???
Will Pac-Man Proposals work on the latest
version of Windows and Office?
Can I run Pac-Man Proposals on my
iPad?
My Chromebook has an awesome
browser!
Ewww…COM, VBA, and VSTO Development…
REALLY?!?!
![Page 10: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/10.jpg)
Enter the Modern Web Add-in• Built with web
standards• Office.js provides
interop• Hosted centrally• Almost zero client
footprint• Runs where Office runs• Discoverable
marketplace
Browser Controlor iFrame
With HTML5, JavaScript, CSS
Office
.js
Web Server
<?xml version="1.0" encoding="UTF-8"?><OfficeApp xsi:type="MailApp"> <Version>1.0.0.0</Version> <ProviderName>Salesforce.com</ProviderName> <DefaultLocale>en-US</DefaultLocale> <DisplayName DefaultValue=“Salesforce" /> <Capabilities> <Capability Name="Mailbox" /> </Capabilities> <DesktopSettings> <SourceLocation DefaultValue=“https://salesforce.com/office" /> <RequestedHeight>300</RequestedHeight> </DesktopSettings> <Permissions>ReadItem</Permissions> <Rule xsi:type="RuleCollection" Mode="Or"> <Rule xsi:type="ItemIs" ItemType="Message"/> <Rule xsi:type="ItemIs" ItemType="Appointment"/> </Rule></OfficeApp>
![Page 11: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/11.jpg)
Popular Scenarios• Mail CRM• Document Assembly/Automation• Mail Merge• Data Visualizations• Ad-hoc Reporting• Workflow• Calendaring and Reminders
![Page 12: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/12.jpg)
Types of Office Add-ins
![Page 13: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/13.jpg)
Office Add-insA new way to build extensions for Office
Content Add-inAdd-in that runs within a document content with read/write accessExcel, PowerPoint, Access
Contextual Mail Add-inAdd-in launched contextually from a mail message or appointmentOutlook and Outlook Web Access (OWA)
Add-in CommandCommand in the Office UI to launch add-in or perform UI-less operationOutlook, Outlook Web Access (OWA)
Task Pane Add-inAdd-in that runs beside a document/mail with read/write accessWord, Excel, PowerPoint, Project, Outlook
![Page 14: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/14.jpg)
Contextual Mail Add-in
![Page 15: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/15.jpg)
Task Pane Add-in
![Page 16: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/16.jpg)
Content Add-in
![Page 17: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/17.jpg)
Add-in Command
![Page 18: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/18.jpg)
DemoSalesforce Add-ins
![Page 19: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/19.jpg)
Developer Experience
![Page 20: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/20.jpg)
Development Options - Napa• In-browser web editor
for building client-side Office add-ins
• Uses Office Online and OneDrive for file storage
• Intellisense for JavaScript and HTML5
• Allows for sharing and exporting
• Doesn’t expose full add-in manifest
![Page 21: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/21.jpg)
Development Options – Visual Studio• First-class development
experience with templates and debugging
• Exposes the full add-in manifest and automated deployment commands
• Allows for web projects containing both client-side and server-side assets
![Page 22: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/22.jpg)
Development Options - Other• You can use anything
that delivers for the web
• Microsoft offering Yeoman generator for skeleton add-in project
• Keep in mind that add-ins need SSL/HTTPS
![Page 23: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/23.jpg)
Office UI Fabric• Responsive, mobile-
first, front-end framework for developers that delivers instant look and feel of Office
• Handles typography, color, icons, animations, responsive grid layouts and localization
![Page 24: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/24.jpg)
DemoDeveloper Experience
![Page 25: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/25.jpg)
Considerations - Lightning• Authentication/APIs
• Javascript OAuth using Connected App and CORS• Salesforce REST Apis
• Where to host• Napa• Heroku• Just about any other web server (Needs to have SSL and HTTPS)
• UI integration• Lightning Components
![Page 26: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/26.jpg)
Connected App Setup
![Page 27: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/27.jpg)
Using CORS
![Page 28: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/28.jpg)
Office Add-on Manifest
![Page 29: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/29.jpg)
DemoDeveloping Office Add-ins with Salesforce
![Page 30: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/30.jpg)
Resources1. http://dev.office.com/getting-started/addins2. https://github.com/OfficeDev/Salesforce-Addin-Workshop 3. Coming Soon – Tutorial For Outlook Addin
![Page 31: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/31.jpg)
Q & AYour feedback is crucial to the success of our programs
http://bit.ly/integrateoffice
Join the conversation: @salesforcedevs
![Page 32: Integrating Salesforce with Microsoft Office through Add-ins](https://reader035.vdocument.in/reader035/viewer/2022070511/58a455561a28ab55068b5e49/html5/thumbnails/32.jpg)
Thank You