Skype for Salesforce is available in public Beta for all customers with both Skype for Business Online and Salesforce Enterprise or Unlimited Edition, as announced in the Office blog "Boost seller productivity with Skype for Business and Salesforce" published on 9/29/2016.
Skype for Salesforce is a multi-tenant JavaScript based web application built utilizing Skype Web SDK. This Beta supports Single-Sign-On with your Skype for Business Online account once across different machines and browsers.
We need your help to pilot this application, and get your feedback and comments to improve it.
This post describes the available features and shares additional setup and usage information to get you started for piloting. Please do not hesitate to contact us by leaving a comment here, if you need additional assistance in setup and usage. Your feedback is highly appreciated.
As mentioned in the Office blog post, this integration requires Lightning Experience. The following features are embedded in Salesforce Lightning as Public Beta, along with supported Browsers and version requirement:
Skype for Business Presence, outbound Chat
- Edge (38.xxxx +)
- Safari (8.x on Mac OS X)
- Firefox (most recent stable versions)
- Chrome (most recent stable versions)
- Outbound Audio and Video call
- Edge (38.xxxx +)
- Safari (8.x on Mac OS X)
To prepare for piloting requires a one-time setup consisting of 3 steps, to be performed by your Office 365 tenant administrator, and by your System Administrator for Salesforce Organization.
Step 1: Enable the Skype for Salesforce application for your Office 365 tenant
Logging to your Salesforce organization with System Administrator credential, go to “Setup Home”, type in “Skype for Salesforce” in the “Quick Find” box, clicking “Skype for Salesforce”, you will see the following:
Move the toggle to enable Skype Presence and Chat (Beta). Note that the user who performs this operation requires “Customize Application” permission.
Step 2: Allow the Skype for Salesforce application to have access to Skype for Business on user’s behalf
On the same page from Step 1, you will also see the following. This is to go through administrator consent flow for this application to access Skype for Business Online.
Click “Authorize Skype for Salesforce”; this lands you to Azure Active Directory login page as follows:
Enter your Office 365 tenant administrator credential to sign in. This brings up the Administrator Consent page as following. Review and click the “Accept” button to complete the setup.
Step 3: Create a Permission Set with “Skype Conversation” permission, and assigning the permission set to all the Salesforce users you want to be able to utilize the Skype for Salesforce application
Logging to your Salesforce organization with System Administrator credential, go to “Setup Home”, type in “Permission Sets” in the “Quick Find” box, clicking “Permission Sets”. Click “New” to create a new Permission Set.
Provide a label and accept the default API name, ensure the License field remains “None” as default, and then click “Save”.
Click “System Permissions” at the bottom of the page, click “Edit” on the page for the new Permission Set, check “Skype Conversation” permission and “Customize Application” permission checkbox, and then click Save button on the same page.
On the resultant page for the new permission set, click “Manage Assignments” button, and then click “Add Assignment”, check the Salesforce user name you want to enable utilizing the Skype for Salesforce application and then click “Assign” to complete this step.
Now, all users in the Salesforce organization with the permission assigned, and the corresponding Office 365 users in the Office 365 tenant are now able to utilize the Skype for Salesforce application inside Lightning Experience.
The following 3 steps describe the 1st run experience, i.e. the first time that you use your Office 365 account in your Lightning Experience:
1. To start, you will first log in to your Salesforce organization, on the top of the Lightning Experience page, you will see following:
2. Click on "Connect My Office 365 Account", you will the see a sign-in banner like following:
3. Click the "Sign in" button to the log in to Office 365, this redirects your browser to Azure Active Directory sign in page. Enter your Office 365 account credential to proceed. Upon successful login, you will see a connection status banner similar as following:
From hereafter, you will no longer need to enter your Office 365 account credential, even if when you switch to a different machine and/or use different browser to continue using this application. In other words, cross-platform SSO is enabled for your Office 365 account.
The following steps describe how to view embedded Presence and have outbound Chat, Audio/Video conversations. You can hover over a contact in Salesforce Lightning experience to see the presence of other Office 365 users in your tenant, as shown below:
The above assumes that you have already added other Office 365 users in your sales “Opportunities” or “Leads”, or added other Office 365 users via Salesforce "Chatter" feed. Of course, you can view Presence status for users from “People” tab as well.
Click on “Message” pops up a Skype Conversation Control window for you to start chatting with the other user.
On Chrome or Firefox, the Skype Conversation Control does not show audio and video call buttons, these are only available if you are using either Edge or Safari browser.
Feel free to start either chat or make audio and/or video call, schedule and start meeting with your colleagues, from any of your machines and browsers, and please give us your feedback or comment, here!
