1. Microsoft Ignite 2015 8/26/2018 3:31 AM
© 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. Implement Salesforce and Microsoft Integrations with Ease
BRK1107
Implement Salesforce and Microsoft Integrations with Ease
Damien Joly
Senior Product Manager, Salesforce
Matthew Barnhart
Laurent Kubaski
Director, Product Management, Salesforce

3. Safe Harbor
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.

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

5. The Leader in Office Productivity Applications
Over 1.2B Office Users Worldwide!

6. Introducing Salesforce for Microsoft
2/19/2015 8:21 AM
Introducing Salesforce for Microsoft
A Partnership Built around Increasing Sales Productivity
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Satya Nadella, CEO of Microsoft
2/19/2015 8:21 AM
“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
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Marc Benioff, Chairman and CEO, Salesforce
2/19/2015 8:21 AM
“Together with Microsoft, we are building bridges that allow customers to be more productive”
Marc Benioff, Chairman and CEO, Salesforce
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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

10. Salesforce App for Outlook
2/19/2015 8:21 AM
Salesforce App for Outlook
Damien Joly
Senior Product Manager
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Email is Key for Customer Communication
2/19/2015 8:21 AM
is Key for Customer Communication
Reps Access in Many Different Ways
From any Computer
From any Browser
On any Mobile Device
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Access CRM Data from within Outlook
2/19/2015 8:21 AM
Access CRM Data from within Outlook
Increase Productivity and Sell Smarter
Access Salesforce Data in the Context to an
See Contacts, Accounts, Opportunities and Cases Related to an
The visual experience to bring Salesforce into Modern Outlook applications
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. Salesforce App for Outlook
2/19/2015 8:21 AM
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
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. Salesforce App for Outlook
2/19/2015 8:21 AM
Salesforce App for Outlook
Unified Experience across Outlook Applications
Traditional Outlook 2013
Outlook Web App (OWA) in a browser
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. Salesforce App for Outlook
2/19/2015 8:21 AM
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
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Manifest File is Lightweight
2/19/2015 8:21 AM
Manifest File is Lightweight
<?xml version="1.0" encoding="UTF-8"?>
<OfficeApp xmlns=" xmlns:xsi=" xsi:type="MailApp">
<Id>xyz123xyz123-80f8-8256a9f</Id>
<Version> </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="
<SupportUrl DefaultValue=" />
<AppDomains>
<!-- mailpap domain -->
<AppDomain>
</AppDomains>
<Capabilities>
<Capability Name="Mailbox" />
</Capabilities>
<DesktopSettings>
<SourceLocation DefaultValue=" />
<RequestedHeight>400</RequestedHeight>
</DesktopSettings>
<Permissions>ReadItem</Permissions>
<Rule xsi:type="RuleCollection" Mode="Or">
<Rule xsi:type="ItemIs" ItemType="Message"/>
</Rule>
<DisableEntityHighlighting>false</DisableEntityHighlighting>
</OfficeApp>
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. Supported Exchange Servers
2/19/2015 8:21 AM
Supported Exchange Servers
Office Exchange Online Server
Dedicated Exchange Online Server
On-Prem Exchange 2013 Server
Available Salesforce Winter ‘16 Release - Oct 2015
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. Demo Getting the App and First Time Use
2/19/2015 8:21 AM
Demo
Getting the App and First Time Use
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19. 2/19/2015 8:21 AM
More Information
Release Notes, Help & Training
Success Community Salesforce for Outlook & Connect
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. Exchange Sync Matthew Barnhart Senior Product Manager
2/19/2015 8:21 AM
Exchange Sync
Matthew Barnhart
Senior Product Manager
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. 2/19/2015 8:21 AM
What is Exchange Sync?
Sales Reps are Never Out of Sync with Important Data
Sync
Contacts
Calendar Events
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22. Demo Calendar Sync 2/19/2015 8:21 AM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23. Exchange Sync Extends Salesforce’s Reach
2/19/2015 8:21 AM
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
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

24. From the Installed Model to the Cloud Model
2/19/2015 8:21 AM
From the Installed Model to the Cloud Model
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. Supported Exchange Servers
2/19/2015 8:21 AM
Supported Exchange Servers
Office Exchange Online Server
On-Prem Exchange 2010 Server
On-Premise Exchange 2013 Server
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

26. 2/19/2015 8:21 AM
Set-Up Steps
Create “service account” user mailbox with impersonation privileges
Use PowerShell (or, if desired, Office 365 admin GUI) OR
Verify Autodiscover works and at least one user can be impersonated by service account
Use Microsoft Remote Connectivity Analyzer
Securely store service account credentials in Salesforce
...And then Salesforce Admin does the rest!
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

27. PowerShell Commandlets for Exchange Online
2/19/2015 8:21 AM
PowerShell Commandlets
for Exchange Online
Enable-OrganizationCustomization
New-ManagementScope -Name:SFScope
-RecipientRestrictionFilter:{Alias -eq "matthew.barnhart"}
New-ManagementRoleAssignment -Name:SFRoleAssignment
-Role:ApplicationImpersonation
-CustomRecipientWriteScope:SFScope
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

28. Exchange Sync Demo Configuration and test
2/19/2015 8:21 AM
Exchange Sync Demo
Configuration and test
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

29. 2/19/2015 8:21 AM
More Information
Exchange Sync admin/implementation guide (PDF):
Exchange Sync admin/implementation guide (HTML):
Exchange setup video (PowerShell):
Exchange setup video (Office 365 admin GUI):
Salesforce Success Community:
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

30. Files Connect Laurent Kubaski Director, Product Management
2/19/2015 8:21 AM
Files Connect
Laurent Kubaski
Director, Product Management
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

31. Files are Disconnected from Business Processes
2/19/2015 8:21 AM
Files, Content, and Intellectual Property
Sales Opportunities
Support Cases
Campaign Plans
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

32. Introducing Files Connect External Files in the Flow of Business
2/19/2015 8:21 AM
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
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

33. Files Connect Delivers Robust Functionality
2/19/2015 8:21 AM
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
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

34. Files Connect Architecture Overview
2/19/2015 8:21 AM
Files Connect Architecture Overview
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

35. Files Connect Demo 2/19/2015 8:21 AM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

36. Hands-on: Connecting to SharePoint Online

37. More Information Success Community: http://sforce.co/13uI6vC
2/19/2015 8:21 AM
More Information
Success Community:
Online Help:
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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

39. 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
Location: Expo Hall - Lounge A
Implement Salesforce & Microsoft Integrations with Ease
Location: Same Room

40. 2/19/2015 8:21 AM
Questions?
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

41. 2/19/2015 8:21 AM
Thank You!
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

42. Please evaluate this session
8/26/2018 3:31 AM
Please evaluate this session
Your feedback is important to us!
Visit Myignite at or download and use the Ignite Mobile App with the QR code above.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

44. 2/19/2015 8:21 AM
Appendix
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

45. Step 1: Registration Office 365: Registering an App (“appregnew.aspx”)
2/19/2015 8:21 AM
Step 1: Registration
Office 365: Registering an App (“appregnew.aspx”)
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

46. 2/19/2015 8:21 AM
Step 2: Permissions
Office 365: Granting Permission to the Created App (“appinv.aspx”)
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

47. Step 3: Authentication Provider
2/19/2015 8:21 AM
Step 3: Authentication Provider
Salesforce: Creating an Authentication Provider
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

48. Step 4: External Data Source
2/19/2015 8:21 AM
Step 4: External Data Source
Salesforce: Creating an External Data Source
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

49. Step 5: Connecting to SharePoint Online
2/19/2015 8:21 AM
Step 5: Connecting to SharePoint Online
Salesforce: Enjoy !
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.