October 07, 2014

Microsoft and Salesforce - Part 1

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Why these companies need to collaborate?

With the world moving to the cloud, wouldn’t it be nice to have the two biggest cloud companies collaborate?  Microsoft and Salesforce have finally announced a partnership and are looking to integrate their products closely.  Microsoft is also a guest speaker at the 2014 Dreamforce conference to be held from Oct 13th in San Francisco.  I would not be surprised if Microsoft shares several interesting integration scenarios at the conference.

I have worked with many organizations that use SharePoint On-Premise, Office 365, Salesforce Sales Cloud, Salesforce Marketing Cloud, and many other Microsoft products.  Many have approached us for integration.  Below is a list of some of the integration scenarios that we have identified:

  • Linking a site collection or site in Office 365 SharePoint to an opportunity in Salesforce Sales Cloud
  • Linking One Drive documents in Office 365 to Salesforce Sales Cloud
  • Integrating a workflow that spans across Salesforce Sales Cloud and Office 365
  • Sales Cloud reporting using Power BI for Office 365
  • Synchronize Microsoft outlook contacts to Salesforce Sales Cloud or Marketing Cloud
  • Ability to search content from both SharePoint and Salesforce
  • Integrating Yammer to Salesforce Sales Cloud opportunities

These integration scenarios provide immense benefit to end users who use both Microsoft and Salesforce products.  Both companies have significant presence in the small to medium size businesses who could benefit from better integration.

Please find my subsequent posts below where I will be discussing each of these scenarios in greater detail.