Setup Skype for Business & Salesforce (beta) Integration
“Skype for Salesforce” bring Skype for Business rich feature set to Salesforce users, like Skype Presence information (available / Busy), Skype Chat, audio, or video call with the Salesforce user.
Currently this integration is only available for Skype for Business Online home users.
There are some requirements for this integration:
- Skype for Business Online Subscription
- Salesforce Enterprise
- OR Unlimited Editions
- Lightning Experience enabled for Salesforce. (refer below for how to enable Lighting 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)
Start with Setup for Skype for Business & Salesforce integration:
Preparing for leveraging the integration requires a one-time setup consisting of 4 steps, to be performed by your Office 365 tenant administrator and by your System Administrator for Salesforce Organization.
Step 1: Enable lightning Experience to for Salesforce.
If already not enable Lighting Experience, then refer below Image to enabling Lighting Experience in Salesforce.
Lighting experience is nothing but new interface with built on Salesforce UI platform.
*Remember, that your users can always access features not yet supported in the new interface by temporarily switching to Salesforce Classic interface.
Step 2: Enable the Skype for Salesforce application for your Office 365 tenant
- Log in to your Salesforce organization with System Administrator credential with Customize Application Permission.
- Then go to “Setup Home”, type in “Skype for Salesforce” in the “Quick Find” box, clicking “Skype for Salesforce”
Move the toggle to enable Skype Presence and Chat (Beta).
Step 3: Allow the Skype for Salesforce application to have access to Skype for Business on user’s behalf
- On the Setup page as Step 2, you will also see the following dialog. 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 4: 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.
- Log into 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. Refer below image.
- 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. Refer below image.
- On the resulting 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 will be able to utilize the Skype for Salesforce application inside Lightning Experience.
Note: User account in Office 365 and Salesforce Lighting Experience should match.
How to test Skype for Salesforce as an user?
After completing above steps, you can use your Office 365 account in your Lightning Experience:
- Log in to your Salesforce organization, on the top of the Lightning Experience page, you will see following:
- Click on "Connect My Office 365 Account", you will the see a sign-in banner like following:
- 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.
Note: After this first run experience, 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.