Learn how to integrate your Salesforce data into Word, Excel, PowerPoint and Mail with Office Add-Ins. By using Office Add-Ins your users can stay in Word & Excel and query their Salesforce data building proposals, creating price sheets and many more possibilities. With Mail Add-Ins, Outlook and Office 365 can show addition information about the customer, straight from your Salesforce contacts and accounts, including custom objects. In this session, you'll learn how to give your users the best of both worlds; their Office app experience, with their Salesforce data.

2. • Explore developer vision for Office extensibility
• Illustrate what you can do with modern Office
add-ins and how they differ from traditional add-
ins
• Demonstrate patterns for building Office add-ins
that consume Salesforce APIs

3. Opportunity

5. • 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?!?!

6. • 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>

8. Office Add-ins
A new way to build extensions for Office
Content Add-in
Contextual Mail Add-in
Add-in Command
Task Pane Add-in

15. • 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

16. • 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

17. • 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

18. • 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

20. • Add-ins can only load
domains that are
registered in the add-in
manifest
• Salesforce domains vary
by prod instance
• Popups largely
unavoidable, work on
good popup user
experience
https://app.com
https://sf.com
https://na1.sf.com

21. • Design around popups and consider and
“through the server” token flow
• Salesforce starting to support cross-origin
resource sharing (CORS), but until then server-
side proxy for API calls to Salesforce
• Cache Salesforce refresh tokens to minimize
poor sign-in experience with users

22. • Mail CRM
• Document Assembly/Automation
• Mail Merge
• Data Visualizations
• Ad-hoc Reporting
• Workflow
• Calendaring and Reminders

24. ü Explore developer vision for Office extensibility
ü Illustrate what you can do with modern Office
add-ins and how they differ from traditional add-
ins
ü Demonstrate patterns for building Office add-ins
that consume Salesforce APIs