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Salesforce SharePoint Boston Area SharePoint Users Group – July 9 th , 2014

Collaboration Throwdown: Salesforce verses SharePoint

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Throwdown comparing the collaboration features of Salesforce to SharePoint. Compare social (Yammer & Chatter), document management, lists, data, workflows and mobility of the two platforms.

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Salesforce SharePoint

Boston Area SharePoint Users Group – July 9th, 2014

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CRM

Chatter

Outlook

Exchange

Active Directory

Office

Yammer

SharePoint

Collaboration

Information Management

Mobile

Gartner Portals

Gartner CRM

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David Lozzi

ConsultantSharePoint ArchitectSlalom Consulting

Contact

@[email protected]

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ConsultantSalesforce ArchitectSlalom Consulting

Contact

@[email protected]

Marty Chang

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Connect to the Internet of Customers

ConnectedCustomers

ConnectedPartners

ConnectedEmployees

ConnectedCommunities

ConnectedApps & Products

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Social

Document Management

Lists & Data

Workflows

Mobility

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SOCIAL

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CHATTER

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Chatter tab

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Rich link previews

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Chatter Groups

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Chatter Topics

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YAMMER

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DOCUMENT MANAGEMENT

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DOCUMENT MANAGEMENT

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55

5

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DOCUMENT MANAGEMENT

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Chatter Files

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Search, find and share

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Salesforce CRM Content

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Content Deliveries

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LISTS AND DATA

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LISTS AND DATA

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List views

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Filling in data gaps

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Reports & Dashboards

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LISTS AND DATA

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AppExchange

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WORKFLOWS

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WORKFLOWS

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WORKFLOWS

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Approval Scenario: MDF Request

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Approval Processes

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Workflow Rules

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Visual Workflow

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MOBILITY

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MOBILITY

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Salesforce1 app

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Salesforce1

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Salesforce1 Canvas apps

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MOBILITY

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THE WINNER IS

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TOO CLOSE TO CALL!

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Social

Document Management

Lists & Data

Workflows

Mobility

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Depends on YOU!

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Your requirements should dictate your technology

Technology selection is almost never a one size fits all

Consider strengths and weaknesses in both SharePoint and Salesforce

Investigate a hybrid, integrated strategy to approach collaboration

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“Today is about putting the customer first,” said Marc Benioff, chairman and CEO, salesforce.com. “Together with Microsoft, we are building bridges that allow customers to be more productive.” 

The companies plan to deliver the following solutions:

• Salesforce1 for Windows and Windows Phone 8.1. Will enable customers to access Salesforce and run their business from their Windows devices. A preview is planned to be available in fall 2014 with general availability in 2015.

• Salesforce for Office 365. New interoperability between Salesforce and Office 365 will give customers access to the content they need to collaborate, sell, service and market from virtually anywhere. Plans include the ability to:

• Access, share, edit and collaborate on Office content from within Salesforce and on Salesforce1 using Office Mobile, Office for iPad and Office 365.

• Use OneDrive for Business and SharePoint Online as integrated storage options for Salesforce.

• Use Salesforce and Outlook together with a new Salesforce App for Outlook.

• Connect Salesforce data to Excel and Power BI for Office 365 to visualize information and find new insights.

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THANK YOU!