Integrating Salesforce with Microsoft Office through Add-ins
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The document outlines a webinar on integrating Salesforce with Microsoft Office through add-ins, covering various types of office add-ins, development options, and popular use cases. It includes information on the risks of forward-looking statements related to Salesforce's services and emphasizes the importance of real-time Q&A during the presentation. Additional resources and contact information for the audience are provided to facilitate engagement and feedback.
Integrating Salesforce with Microsoft Office through Add-ins
- 1. February 16, 2016 Integrating Salesforce with Microsoft Office through Add-ins
- 2. Dave Carroll Sr. Director Developer Evangelist Salesforce @dcarroll Richard diZerega Software Development Engineer Microsoft @richdizz Speakers
- 3. Forward-Looking Statement 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.
- 4. Go Social! Salesforce Developers Salesforce Developers Salesforce Developers The video will be posted to YouTube & the webinar recap page (same URL as registration).This webinar is being recorded! @salesforcedevs / #forcewebinar
- 5. ▪ 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?
- 6. Agenda 1. Background and types of Office add-ins 2. Salesforce Office add-ins 3. Developing custom Office add-ins 4. Questions
- 7. Opportunity Over 4 trillion emails sent with O365 100+ million downloads of mobile apps 850 million meetings are created a month 2–3 hours a day spent in Office apps1.2 billion+ users 470+ PB of storage
- 9. • 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?!?!
- 10. • Built with web standards • Office.js provides interop • Hosted centrally • Almost zero client footprint • Runs where Office runs • Discoverable marketplace Browser Control or iFrame With HTML5, JavaScript, CSS 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>
- 11. Popular Scenarios • Mail CRM • Document Assembly/Automation • Mail Merge • Data Visualizations • Ad-hoc Reporting • Workflow • Calendaring and Reminders
- 12. Types of Office Add-ins
- 13. Office Add-ins A new way to build extensions for Office Content Add-in Add-in that runs within a document content with read/write access Excel, PowerPoint, Access Contextual Mail Add-in Add-in launched contextually from a mail message or appointment Outlook and Outlook Web Access (OWA) Add-in Command Command in the Office UI to launch add-in or perform UI-less operation Outlook, Outlook Web Access (OWA) Task Pane Add-in Add-in that runs beside a document/mail with read/write access Word, Excel, PowerPoint, Project, Outlook
- 15. Task Pane Add-in
- 16. Content Add-in
- 17. Add-in Command
- 20. 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
- 21. 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
- 22. 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
- 23. 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
- 25. 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
- 27. Using CORS
- 29. Demo Developing Office Add-ins with Salesforce
- 30. Resources 1. http://dev.office.com/getting-started/addins 2. https://github.com/OfficeDev/Salesforce-Addin-Workshop 3. Coming Soon – Tutorial For Outlook Addin
- 31. Q & A Your feedback is crucial to the success of our programs http://bit.ly/integrateoffice Join the conversation: @salesforcedevs
- 32. Thank You