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Delisting Trove and Channel

Danny serves as Vice President of Business Development at ThreeWill. His primary responsibilities are to make sure that we are building partnerships with the right clients and getting out the message about how we can help clients.

We’re delisting a couple of our assets from the AppExchange and the Office Store:

  • Trove is an integration that let you upload and edit files in Office 365 directly from Salesforce.
  • Channel is an integration that let you interact with the Salesforce Chatter Feed directly from Office 365.

Why?

If it’s something you love to do and there’s no money in it…that’s a hobby.

We are delisting so we can focus on the demand we have for our Office 365/SharePoint migration capabilities (we are especially busy since the recent acquisition of Jive). We have seen a great response to our Salesforce/Office 365 integrations as free apps, but that did not lead to the services opportunities we anticipated. It was great to see that both apps were top ten apps for their specific category.

Here’s what I learned (again) from this experience.  Organizations are fine with paying for services like Salesforce and Office 365.  But, they typically do not spend money to integrate the two services.  They expect this as a feature of the core product (example, Files Connect in Salesforce which kind-of does what Trove does, but not really).

The apps kinda feel like our babies, so it’s hard to say good-bye but this will enable us to focus on growing areas of our business.

What if I already have Trove/Channel?

You can continue to use them as-is.  We’re just pulling the listings from their respective marketplaces.  For Trove, the client-secret is valid through 8/31/2018 for the Production and Developer version and 7/23/2018 for the Sandbox version.   You will need to create your own client secret and client id if you use Trove past those dates.  See Salesforce Help for more details.

What are some alternatives to look at for Trove?

Take a look at:

What are some alternatives to look at for Channel?

Take a look at:

What if I want to own/build on Trove/Channel?

We’ll sell you the source code – just contact us and let us know you want the details.

What if I want support for Trove/Channel?

We aren’t offering support for Trove/Channel as a service at this time.

Ask your questions below in the comments section and I apologize for any inconvenience this creates. – DFR

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Danny RyanDelisting Trove and Channel
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Interview with Eric Bowden from ThreeWill (Trove – Office 365 Files)

Eric Bowden has over 19 years of software development experience around enterprise and departmental business productivity applications.

 

Danny:                  Hi, this is Danny Ryan and welcome to the AppExchange Podcast. Today’s going to be a fun one. I’ve got Eric Bowden here with me. Eric is a Principal Consultant at ThreeWill. Thank you for joining me Eric.

Eric:                        Glad to be here, Danny.

Danny:                  Awesome. We sit very close to each other. This is going to be a little bit of a meta podcast here, because I guess I should be interviewing myself because I’m technically the product manager for the product we’re covering, which is Trove, so if you answer any of the questions incorrectly, I will correct you.

Eric:                        That’s all right.

Danny:                  I will be right here with you. We’re in the same room which is also somewhat meta. I’m used to doing these over- go to meeting, and someone’s last one was someone in Paris, France and all these exotic locations, but right now we’re just in my Office here.

Eric:                        That’s right. As an information architect, Danny, you would call this meta.

Danny:                  Uh-huh.

Eric:                        But as a developer, this is recursive so you call it in yourself.

Danny:                  I’m calling in to myself.

Eric:                        Yeah. I’m a developer so I would call this recursive.

Danny:                  This is recursive? Okay, and as a marketing guy I would call this head exploding because I want to answer my own questions right now, but I’m going to ask the questions like I don’t know what the answers are to them. Okay?

Eric:                        All right.

Danny:                  Let’s give this a go. We’ve got two products we’re going to cover. The first one we’re going to cover is Trove. What is Trove?

Eric:                        I usually describe Trove as a solution which is intended to replace file attachments and Salesforce. Our typical customer, you know, they’re coming to us and they’re saying, “I don’t want to use file attachments. I don’t want to store files and Salesforce, but instead I want to store those files in SharePoint and Office 365.”

Danny:                  Mm-hmm (affirmative).

Eric:                        There are a lot of benefits for docking the storage in SharePoint. SharePoint, over the years, they’re a real specialty and a real advantage. They’re handling of documents, storing documents. In recent years, Office Word apps have come a long way so that you can view and edit documents directly in your browser. That’s a big win for storing documents in SharePoint. It’s folks who are saying, “I want an easy way, I want to make it as easy as possible for my Salesforce users to store documents in SharePoint.”

Danny:                  We’re not syncing up documents at all. We’re actually storing those documents inside of Office 365. Correct?

Eric:                        That’s right, yes. It’s all real time. It’s, as you’ll say, “Give me a look at it later on,” when the listing of documents have surrendered, it’s a real time listening and when you push a document from Salesforce into SharePoint, that’s all in real time.

Danny:                  We are associating to which objects inside of Salesforce?

Eric:                        Accounts and opportunities.

Danny:                  Okay.

Eric:                        Just those two for now.

Danny:                  Okay, and that’s in the current version of the product?

Eric:                        Yes.

Danny:                  Good. Good. Where’d this thing come from?

Eric:                        You know, our best ideas often come from our customers. This was a customer request. We had engagement with one of our customers and they are describing a case where they had a huge volume of documents that are stored in Salesforce, and I think they really had two objectives. One is from a cost savings standpoint. Storage in Salesforce can be very expensive relative to share planning Office 365, and then the second aspect is that they want to allow to really give full access to these documents, both to users who are only licensed in SharePoint and Office 365 as well as users who are licensed in Salesforce and they’re coming at it from a Salesforce angle. SharePoint and Office 365 really serves as that shared repository for both Salesforce and SharePoint.

Danny:                  Gotcha. So these documents are being stored in SharePoint and they’re in a particular document library inside of SharePoint? How does that set up?

Eric:                        Yep. As a Salesforce administrator, when you configure Trove, you can choose the document library in which the documents will be stored, so any document library of your choosing and within any site within SharePoint. Now from there, Trove really takes it from there so when your Salesforce users, when they go to attach a document, upload document to either an account or an opportunity, Trove creates the correct folder for that location for that corresponding account or opportunity and uploads the document to that spot.

Danny:                  Okay. I’m going to ask you this like I don’t know what the answer is and see if you can answer it with the correct answer. Where did the name Trove come from?

Eric:                        I can define Trove.

Danny:                  That’s fine. That’s a good start.

Eric:                        I don’t know if I can tell you where it came from. It’s a play on the treasure chest or, you know, a trove of your valuables.

Danny:                  Yes.

Eric:                        The idea is that it’s stocked with content. This is of great value to both the users in Salesforce and in SharePoint, and when it’s in SharePoint it really tends to open it up to the enterprise. You’re putting your documents in your trove, in your treasure trove.

Danny:                  The whole time.

Eric:                        Did I get it?

Danny:                  That is acceptable. I should have a little “ding ding ding.” That is an acceptable answer. We’ll take that one, yes.

Eric:                        I don’t really know where it really, truly came from. You came up with the idea.

Danny:                  I came up with it, yes. I’m sure I was taking a shower.

Eric:                        Yeah. Just out of nowhere.

Danny:                  Trove came up … who knows.

Eric:                        It’s a good one. That’s six.

Danny:                  Who knows, but it was definitely for things that took place where you store things that are important to you. Very good. I know I’m on right now just showing the landing page for Trove on our site and looking at some of the things that are more important, where you’re staying in Salesforce. I think we really wanted to make the workflow so that you could stay in the Salesforce UI. It’s really nice. Describe to me the process of working with the file when you’re doing it with file attachments in Salesforce versus when you’re using Trove, and maybe this just leads into the demo.

Eric:                        Oh, sure. Yeah. From the Salesforce side of things, folks may be accustomed to the concept of a related list. If you’re looking at an account, you can see the list of opportunities. If you’re looking at an opportunity, you can see a list of tasks. Well, Trove really feeds into that same related list concept, and what that means is that when you’re looking at an account, you see in a similar fashion your listing of opportunity. You also see the listing of documents which are associated with that account. Then from there, you can interact with those documents. You can view a document. You can delete documents and you can upload additional documents.

Danny:                  I just love the whole idea. If you click on the document and it opens up and the online versions of the different Office products. It just seems like just such an easy workflow, which you would expect to be the workflow.

Eric:                        That’s right, yeah. I mean, just a single click and you’re there.

Danny:                  I’ve pulled up here the AppExchange listing for folks. This is a free app and for folks who are interested, we’re planning on putting out a paid-for version next year, but right now I’m just trying to get the interest around this, see how many people are wanting to integrate Salesforce and Office 365 together. I think this is sort of a high level overview of what the product is. I’d love for you to do a demo.

Eric:                        Sure.

Danny:                  I love the fact that you’re doing a demo and I’m not doing a demo. Typically what happens, folks, if you’re not aware, Eric comes up with something and I say, “Oh, I can help out with that.” Then it’s on my to-do list and then I realize I can’t do it, and then I hand it back to Eric and Eric gets it done.

Eric:                        That’s right. That’s right, yeah.

Danny:                  He’s a man that can make it happen.

Eric:                        We’re prepared like that.

Danny:                  I just jumped over the whole thing. Instead of me saying, “Here, I’ll do the demo,” I’ll just let you do the demo.

Eric:                        All right, all right.

Danny:                  Okay. Let me be quiet here for a second and hand you the conch and make you present her.

Eric:                        There we go. You should be seeing my screen now.

Danny:                  Yes, I can. I sure can.

Eric:                        Okay, great. I’m going to start off in SharePoint, and where I’m at right now is I’m in a site called Sales Docs and this is where, you know, in SharePoint, I’ve decided to store sales documents which are attached to accounts and opportunities in Salesforce. Right here on the home page, I have a list view of my Salesforce documents and you can see there are a number of folders here. Burlington Textiles, Edge Communications, Gene Point, so forth and so on. Folks who are familiar with Salesforce might recognize these. These are from the Salesforce demo environment, and these are the names of accounts. What Trove does is first off, it creates a folder which is named by the account which is in Salesforce. This is sort of step one for making it real easy for users who are in SharePoint to understand documents which have been saved to this location from Salesforce. It’s easy. They’re named by the name of the account.

Now if I drill into an account, for example, I’m going to open up and look at the folder there for Edge Communications, you’ll see documents which has been saved for that account for that account. As you can expect with typical behavior with SharePoint and Office 365, I can choose the link and I have it opened up in Office Web Apps. Real easy. What it really looks like at this point is really standard SharePoint behavior, but we had the benefit of, really, Trove that created these folders and stores them for the user.

Danny:                  Oh, so if the account is not there I will go ahead and create that folder.

Eric:                        Yep.

Danny:                  It’ll have the same name as the account inside of Salesforce.

Eric:                        Exactly. Let me flip over to Salesforce. I already have an account open, so my Burlington Textiles Corp of America account open, and you can see the account detail that you’re accustomed to seeing in Salesforce. This is really the default configuration for Salesforce, but if I scroll down a little bit, I have a listing of files. I have a section for files and this is Trove. There are no files associated with this account at the moment. If there were, it would be listed under For This Account. What I’m going to do is just go ahead and upload one just to show you what that looks like. So I’ll choose … another master services agreement and choose Save. That’s going to push this document from Salesforce into SharePoint and Office 365 unless finished, it shows up under the listing. Now just one click and I’m opening this document where I can view it in Office Web Apps. If I want to edit this document, I can edit it directly in Office Web Apps or I can even rename it. We’ll call it Master Services Agreement version two.

Office Web Apps automatically saves so there’s no need to save this document. If I just go back to my account, and I’m just going to refresh, we’ll see that the name of that document has now been updated to version two. So it’s really to your point, to your question earlier, Danny, this just kind of illustrates the real time nature of this integration.

Danny:                  Nice.

Eric:                        It’s just pulling that list directly in real time. Now another aspect of it is that there’s a View All Files in SharePoint link at the bottom. Maybe I don’t want to work with the interface here in Trove to make my way through this list of documents. I just want to go to SharePoint. I can choose View All Files in SharePoint and now I’m in the folder over in SharePoint where I can work with these documents directly.

Danny:                  Very nice.

Eric:                        Then another aspect of it- Let me show you what it looks like with opportunities. If I scroll down to my related lists, I can see a listing of opportunities. I’ll just go ahead and open up an opportunity. For this opportunity I’m going to upload a Power Point presentation, and similarly, if you saw with the Word document that I uploaded a moment ago, we can do one click and we’re viewing this Power Point presentation in Office Web Apps. We can also edit it similar as we could with Word documents, but the one thing I wanted to show you is if I choose View All Files in SharePoint now, now what it has done is that it created another folder level beneath the account for this opportunity. You can see Burlington Textiles Corp of America. That’s the account, and then there’s a subfolder for each opportunity. If you navigate back up to the account, you can now see the folders which appear.

Danny:                  This is so cool.

Eric:                        It is.

Danny:                  I appreciate using it internally, so even if nobody else downloads it and nobody else uses it, I appreciate the fact that you’ve created this.

Eric:                        That was my number one objective, Danny.

Danny:                  This was just amazing.

Eric:                        That’s all right.

Danny:                  Well, you’ve accomplished that. I know using it internally has been awesome. It’s where all good products come trying to scratch your own back.

Eric:                        That’s right, that’s right. As a developer, of course, it’s just extremely rewarding to see the applications, that they’re used and they’re providing value. What’s been a lot of fun with this project, we’ve had a number of customers in the field. In fact, we had one just a few weeks back just telling us how their users just love the product. That’s just music to our ears. Just love to hear that they’re getting good use out of it.

Danny:                  So for people who want to try this out, just go to the AppExchange and download it from there.

Eric:                        That’s right. Yep, go to the AppExchange. Search for Trove. There’s an installation guide that’ll walk you through the process. There are two applications, and don’t be intimidated by this, it’s not complicated, but there are two apps. There’s an app in the AppExchange and there’s an app in the Office store. The installation guide walks you through that process. The app which is in the Office store requires no configuration, so there’s nothing to do with that app but you do have to install it because it’s sort of the anchor point. It’s a security configuration for Trove.

Danny:                  So the app that’s in the AppExchange is free, but the app that’s in the Office store is one million dollars.

Eric:                        Exactly right. I forgot to tell you about that.

Danny:                  So how do you make money? It’s volume. Volume, of course.

Eric:                        That’s right.

Danny:                  We’re selling this thing for free, but man are we going to make it up on volume.

Eric:                        That’s right.

Danny:                  Okay.

Eric:                        Let me show you one more thing before I leave, and that is folder support.

Danny:                  You just pulled up one more thing. Go ahead.

Eric:                        One more thing.

Danny:                  Go ahead.

Eric:                        The Sham Wow is coming. If I choose View All Files- I just want to show you folders so I’m going to choose View All Files in SharePoint and then I’m just going to make a new folder here. We’ll just call it Test Folder, my favorite name. Now if you refresh, I’m just going to refresh my account view, we now have our test folder and you also see a folder for the opportunity. That was created, you didn’t have to create that yourself. It’s created by Trove. The test folder’s there and so I can choose that test folder link and then navigate to that location. That was important for some of our customers who had kind of their own methodology for creating folders and storing things in the document library so they had a number of folders that they would create for each account and opportunity to store different types of assets.

Danny:                  Great stuff. For folks who want to see the demo, you can go to W-www.appexchangepodcast.com. We’ll have a video up there. We’ll also have a transcript of this conversation. For folks, we’re also going to cover another app from ThreeWill here in just a little bit, one where if you’re looking to integrate Chatter with Office 365. Our next episode will cover that. Thank you for doing this, Eric, I appreciate it.

Eric:                        Sure, my pleasure.

Danny:                  Great work. It’s amazing what your ability- In a couple of months?

Eric:                        Yeah, about that.

Danny:                  That’s great. That’s Amazing. This cloud stuff, it’s just-

Eric:                        Everything’s easy in the cloud. That’s right. Half price.

Danny:                  Everything’s easy. Half price. Really?

Eric:                        We just keep discounting it until it ends up being free.

Danny:                  Thanks everybody for listening. Have a wonderful day. Bye bye.

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Eric BowdenInterview with Eric Bowden from ThreeWill (Trove – Office 365 Files)
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New Trove Installation Video

Danny serves as Vice President of Business Development at ThreeWill. His primary responsibilities are to make sure that we are building partnerships with the right clients and getting out the message about how we can help clients.

Robert:            Hello, my name is Robert Bowden and here with me today we have Eric Bowden, who will be helping us with the installation of Trove. Eric, tell us a little bit about the app and where to get it.

Eric:                 Sure. Trove is best described as a means for replacing file attachments, what are file attachments, in Salesforce today. A common use case is that users are accustomed today to attaching documents to Accounts and Opportunities in Salesforce but what they’d rather do is store these documents in SharePoint. What Trove does is allows users from the Salesforce UI, from the Salesforce side of things, to both upload documents into SharePoint and also to be able to easily access those documents. They can just click on a link to the documents which are related to an account or an opportunity in Salesforce and those will be opened in Office Web Apps if they’re supported Office document types, or they’ll be downloaded directly from the Salesforce UI. It’s a great value add. It’s a great way to combine SharePoint and Office 365 with Salesforce.

Robert:            Okay, great. Where do we get this app?

Eric:                 Trove is available on the AppExchange. Trove is a free application today. To find it you can simply go to the AppExchange or appexchange.salesforce.com and I can search for Trove and then you’ll see a listing appears for Trove. If I click the “More” link there, it’ll open up the listing for Trove. You can find out a little bit more about Trove right here without needing to install it. There are screen snaps provided and also a demo video that’ll give you an idea of what’s available in Trove.

Robert:            Okay, great. You just hit the “Get It Now,” and it’ll take care of itself or do you have to help set it up?

Eric:                 Yep. There are installation steps required, so let me show you … If I go to the ThreeWill site … I can go to ThreeWill.com/trove and there’s a landing page for Trove which includes a link to view it in the AppExchange. There’s also an Office store component. I’ll be going through that and what we want now is to give you an idea of what the installation steps look like. If I click the installation guide, you can see they’re separated out into parts. There’s installing it from the AppExchange. You need to be sure that you have a site collection in SharePoint in which to store these documents. There is an Office store component and then there are configuration settings that are accomplished in Salesforce. Then the last step is, there is a Visualforce page component which needs to be added to the layouts for Opportunities and Accounts.

Robert:            Okay, great.

Eric:                 Let me step us through actually performing that installation in my environment. I’m going to do that … I found the application now and I’m going to start by choosing “Get It Now” from the AppExchange and it’s going to ask me do I have an account already or not, and I do. I’m going to choose, “Login to the AppExchange.” Next it’s going to ask me would I like to install it in Production or in a Sandbox. I’m going to install mine in my Production environment. My environment, by the way, is a developer edition environment of Salesforce which corresponds to Production environments of Salesforce. I’ll accept the Terms and Conditions and I’ll choose,”Confirm and Install.” It’s going to ask me to login again. I’ll just key in my credentials. It’ll ask me who would I like to make this application available for. I’m going to choose “All Users” and then select “Install.”

While that’s installing I’m going to go back over into SharePoint, because as I mentioned earlier, one of the requirements is that you need to have a site or site collection available to store your documents in SharePoint and I’ve already created a site collection called Sales Docs. The person performing this installation needs to be a site collection administrator of the site on which it’s going to be installed, and I am. The next thing that you’re going to want to do, once you have your site or site collection available, is you’re going to need to install Trove from the Office store. To do that I’m going to click the gear and choose “Add an App” and I’m going to choose SharePoint Store on the left-hand side. Then I’m going to choose, just key in, Trove so that I can find Trove in the Office store.

Now, you’ll notice there’s two versions of Trove. There’s a version of Trove and then another version of Trove that has Sandbox in parentheses. As implied, the one without Sandbox is for Production environments. I’m going to choose that and it’s a free application. Now I’m just going to choose “Add it,” and it presents me with the confirmation dialogue asking me if I trust Trove for these permission requirements, and I do. Now it’s installing Trove into my SharePoint environment. We’re just going to let that continue to install, it normally only takes just a few minutes, while we go back over to Salesforce and perform the configuration in Salesforce.

Next step over in Salesforce is I’m going to go to the Setup Menu and I need to configure the Remote Site Settings. I choose “Remote Site Settings,” choose ” New Remote Site,” and here I’m going to need to put in the URL of the site in SharePoint where I’m going to host these documents.

Robert:            Okay.

Eric:                 We’ll give it a name and then specify the URL. You can accept the rest of the defaults and just choose “Save.” All this is doing is this is giving Trove permissions to make API calls, web services calls, out to this site. We’ll choose “Save.” Next step is we’re going to need to go to our Installed Packages. We’re going to find Trove again and click “Configure” and here it’s asking me a number of questions. The first one is the URL for the site for the server which is going to host my Trove documents: ebowden.sharepoint.com, in my example. All the tool tips here will provide guidance for what’s expected here. For example, you can see https:blackblackcontoso.sharepoint.com is the example here.

Next is the SharePoint server relative site URL, and in my case it’s /sites/trove. Then it’s going to ask me the Document Library in which I want to store Trove documents and if the Document Library does not exist, Trove will create it for you. Now we’re finished with this page. We can “Accept” the defaults for the rest of the settings. I’m going to choose “Save” and “Verify Connection.” Oh, I did not name my … My site collection is not named Trove, it’s named Sales Docs. Let me go back and make sure that that’s the case. Yeah, it’s named Sales Docs, not Trove. There we go. We’re just keeping it real here.

Now that I have /sites/salesdocs for my SharePoint server relative site URL, the Document Library, we’re going to leave the default; we can change this to any name that we’d like. If the Document Library does not already exist, it will be created. Then just choose “Save” and “Verify Connection.” It’ll ask me, “Do you trust Trove?” A similar trust dialogue as we saw previously. I’m going to say, “Trust it.” It’ll return us back to Salesforce and it’ll say, “The validation has been successful.” Click “Next.”

Next question is it’s asking me … Here’s the one where Trove will create the Document Library, if I choose, or I can configure the Document Library on my own. I recommend that you let Trove configure the Document Library for you. I’m going to just choose, “Finish” and now it has completed it’s configuration. The configuration of Trove is really complete at this point. What remains is for us to add Trove onto the layout pages for Opportunities and Accounts. To do that I’m going to go open an Opportunity. I’ll choose, “Edit Page Layout” and I’m going to choose Visualforce pages. As a first step, I’m going to add in a new section and I’ll put it just below the Opportunity information. I’m going to call it, “Files,” and we’ll choose the One Column layout, and then we’ll drag in our Trove for Opportunity’s Visualforce page. I want to configure that, and I want to make it a little bit higher, not two hundred pixels but three hundred pixels, and I want to tell it to “Show scroll bars.” Choose,”Save.”

Okay, now that I have the layout page for Opportunities configured with the Visualforce page for Trove, next step is simply to test it. I’m going to choose a file. Click “choose file,” and it will open me to a folder where I can browse files that are locally on my PC. I have a document here available for this test and I’m just going to choose “Save.” It uploads that into SharePoint online and then displays that document in a listing of documents which are associated with that Opportunity. Now if I select the link for that document, it’ll open the document in Word Online so I can view it right away and then I can also edit it directly in this view. Further, I can choose “View All Files in SharePoint” and it’ll open up the folder in SharePoint online which is hosting all of the documents for this particular Opportunity.

Next is we’ll need to go to Accounts, and we’ll perform the same activity. I’ll just open any Account and edit the layout and I’m going to scroll down to Visualforce Pages, add in a section, and same as I did for Opportunities, and I’ll call it “Files” and one column, and now I’ll drag in Trove for Accounts. Give it a height of three hundred pixels and “Show scroll bars,” the same as I did for Opportunities. Now the Visualforce page is now appearing for Trove and same as I did for Opportunities, I’m going to test it and just upload another test document. That document appears and I’ll just open it just to confirm that it’s appearing in Word Online, and it is. Then similar, I can choose “View All Files in SharePoint.”

That completes the installation. We installed it … Just to recap what we did, initially we installed Trove from the AppExchange. Next we confirmed that we have a site collection in which to store these documents and then we installed Trove from the Office store. There’s two applications: there’s one in the AppExchange and one in the Office store. We installed it from the Office store into our site in SharePoint, and then we’re returned back to Salesforce and we chose to configure the Trove package that had been installed in Salesforce. Then last, we added Trove onto the layout pages for Accounts and Opportunities.

Robert:            Okay, great. Does that complete the installation? That’s all you need to do?

Eric:                 Yup. That’s all you need to do. Easy steps. Now one caveat to mention is that if you do install Trove into a Sandbox environment, don’t forget that there’s a different application. It’s the Trove open parentheses sandbox that you’ll want to install from the Office store but you should be all set. If you have any questions contact me at ThreeWill.com and we’re always happy to help.

Robert:            All right. Well, thank you very much. That concludes the installation of Trove. Thank you.

Eric:                 Thank you.

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Danny RyanNew Trove Installation Video
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Two Steps Forward, One Step Back – Our Latest Update to Trove (Version 1.3.2)

Danny serves as Vice President of Business Development at ThreeWill. His primary responsibilities are to make sure that we are building partnerships with the right clients and getting out the message about how we can help clients.

Introducing Trove

A couple of months ago, we announced a new integration between Salesforce and Office 365 called Trove. We’ve just released our latest update to Trove, and it feels a bit like two steps forward, one step back.

What is Trove?

Trove provides Office 365 integration for storing files in Salesforce for Opportunities and Accounts.

  • Upload and edit files in Office 365 directly from Salesforce
  • Files open in Word, PowerPoint or Excel online for convenient editing
  • No more downloading files, editing and uploading

What’s Been Updated?

We needed to change how we saved files to Office 365 based on a new issue that we found through testing. We’re working closely with Microsoft to address this. In the meantime, we have a limitation of saving files up to 512K in size. In the update to Trove, we found that the work around for this issue is to initially add a file less than 512K to the Account/Opportunity and then add larger files directly through the Office 365 interface.

What Are the Limitations?

This version of Trove limits the file size upload to 512K due to a reproducible issue with opening files in Office Web Apps. We will address this issue as soon as the underlying issue is addressed by Microsoft. The user interface for Trove does not include paging or scrolling. You will need to be sure that scrolling is enabled when you add the Visualforce page for Trove to the layout page for Accounts and Opportunities. See the installation guide for more details.

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Danny RyanTwo Steps Forward, One Step Back – Our Latest Update to Trove (Version 1.3.2)
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The Eagle Has Landed – Trove Now in the Office App Store

Danny serves as Vice President of Business Development at ThreeWill. His primary responsibilities are to make sure that we are building partnerships with the right clients and getting out the message about how we can help clients.

We’re excited to announce that our latest app called Trove is now available in the Office App Store. Having this in the Office App Store greatly simplifies our installation instructions and extends the Client Secret Expiration Date out to 3 years which means less maintenance for our customers. Download Trove Now.

About Salesforce

Salesforce is the world’s leading provider of CRM solutions. Our CRM products include cloud-based solutions and apps for sales, service, marketing, collaboration, analytics, and building custom apps and mobile apps. With the Salesforce cloud-computing model, our CRM solutions can instantly scale and be customized to the needs of small businesses, medium businesses, and enterprises as they grow and change. Saleforce CRM solutions will save your company time and money by automating tasks that can keep your people from focusing on customers and big picture initiatives. And because Salesforce CRM products work in the cloud, they eliminate the need for costly on-premises IT staff, costly repairs, downtime, and software upgrades. But our products are also designed to integrate seamlessly with legacy on-premises systems so you can make the switch to the cloud at the pace that works best for your company.

About Office 365

“Office 365” refers to subscription plans that include access to Office applications plus other productivity services that are enabled over the Internet (cloud services), such as Skype for Business web conferencing and Exchange Online hosted email for business, and additional online storage with OneDrive for Business and Skype minutes for home.

Many Office 365 plans also include the desktop version of the latest Office applications, which users can install across multiple computers and devices. The full, installed applications include: Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access. (Publisher and Access are available on PC only.) And you can install them across multiple devices, including PCs, Macs, Android tablets, Android phones, iPad, and iPhone. When you have an active Office 365 subscription that includes the desktop version of Office, you always have the most up-to-date version of the applications.

The Office 365 plans that are online-only are a great choice for certain business needs, and they are compatible with desktop versions of Office 2013, Office 2010, Office 2007 (with slightly limited functionality), Office 2016 for Mac, Office 2011 for Mac, and Office 2008 for Mac. This does not include the Exchange Online Kiosk or Office 365 Enterprise K1 plans.

All Office 365 plans are paid for on a subscription basis, monthly or annually.

“Microsoft Office” is the name still used for the familiar productivity software. Office suites are available as a one-time purchase and include applications such as Word, Excel, and PowerPoint, which can be installed on only one PC or Mac. The applications are not automatically updated; to get the latest version, you can purchase the product again when the new version becomes available. The latest versions currently available for one-time purchase are Office 2016 for Windows and Office 2016 for Mac. These suites do not come with any of the cloud-based services included in Office 365.

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Danny RyanThe Eagle Has Landed – Trove Now in the Office App Store
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Free Integrating Office 365 and Salesforce Webinar

Danny serves as Vice President of Business Development at ThreeWill. His primary responsibilities are to make sure that we are building partnerships with the right clients and getting out the message about how we can help clients.

Learn the ten things you need to know about integrating Office 365 and Salesforce from Eric Bowden, Principal Consultant at ThreeWill.

Watch the Webinar Replay – https://vimeo.com/133998796

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Danny RyanFree Integrating Office 365 and Salesforce Webinar
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Our Lastest Update to Trove (Version 1.1.1) – Free Office 365 Integration for Salesforce

Danny serves as Vice President of Business Development at ThreeWill. His primary responsibilities are to make sure that we are building partnerships with the right clients and getting out the message about how we can help clients.

Introducing Trove

A couple of weeks ago, we announced a new integration between Salesforce and Office 365 called Trove. We’ve made a bunch of improvements and added some new enhancements in our latest release.

What is Trove?

Trove provides Office 365 integration for storing files in Salesforce for Opportunities and Accounts.

  • Upload and edit files in Office 365 directly from Salesforce
  • Files open in Word, PowerPoint or Excel online for convenient editing
  • No more downloading files, editing and uploading

What’s Been Updated?

  1. Trove now supports use of an application principal for authentication from Salesforce to SharePoint. This means that Trove does not need to use an Office 365 user account (and license) for making calls into SharePoint on behalf of the current user.
  2. Users can now delete SharePoint files that are attached to an Account or Opportunity via the user interface for Trove.
  3. A link is now available which allows users to navigate to the folder in SharePoint which stores documents for the selected Account or Opportunity in Salesforce.
  4. A link is available which allows users to navigate to a search center site in SharePoint. This is an optional feature. The link will only appear if the Search Center Url setting is defined.
  5. Existing users of Trove should repeat the installation steps after upgrading to version 1.1. See the installation guide for more details.

ThreeWill helps teams work together better by building solutions on SharePoint using an agile process.

  • We are ranked in the top 5% of Microsoft partners based on four independent surveys.
  • We have built over ten connectors for SharePoint for over twelve software firms including Atlassian, Jive, and Salesforce.
  • We are a Microsoft Partner with Gold Application Development and Gold Collaboration & Content competencies.
  • We are a Salesforce Product Development Partner.
  • Established in 2001, we are based out of Alpharetta, Georgia (the Technology City of the South).
    All our consultants are Microsoft certified (many at the highest level), and each has an average of over ten years of Microsoft development and/or product development experience.
  • We have been a part of one of the largest enterprise implementations of SharePoint (over 250K users).
  • We have published books, articles, and have produced materials for Microsoft on technologies such as SharePoint, ASP.NET, C#, Office Development, and InfoPath.
  • Our focus is not just technology, but also project management and effective and agile processes that ensure predictable results.

Partnerships are central to ThreeWill’s success. We have been a Microsoft Gold Partner for over ten years. We currently hold the Gold Application Development and Gold Collaboration & Content competency. We are ranked in the top 5% of Microsoft partners based on four independent surveys. We are also a Salesforce Product Development – more recently focusing on Cloud Apps that integrate with Salesforce and Office 365. We are a Metalogix partner to help our customers migrate to and manage Office 365. Finally, we are a Nintex partner for customers looking for better workflow options in Office 365.

Our promise to our business sponsors:

1. Control – We provide the structure for our clients to control priority of features and budget throughout the lifetime of the project.

2. Choice – Because we deliver working software every two weeks, we earn our client’s business every two weeks.

3. Commitment – We take on your challenges like they are our own; you will not find another business partner more committed to your success.

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Danny RyanOur Lastest Update to Trove (Version 1.1.1) – Free Office 365 Integration for Salesforce
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Introducing Trove – Free Office 365 Integration for Salesforce

Danny serves as Vice President of Business Development at ThreeWill. His primary responsibilities are to make sure that we are building partnerships with the right clients and getting out the message about how we can help clients.

Introducing Trove

Over the last couple of months we’ve been working on an integration between Salesforce and Office 365.  We are excited to announce today that the app in now available on the Salesforce AppExchange.

What is Trove?

Trove provides Office 365 integration for storing files in Salesforce for Opportunities and Accounts.

  • Upload and edit files in Office 365 directly from Salesforce
  • Files open in Word, PowerPoint or Excel online for convenient editing
  • No more downloading files, editing and uploading

Key Benefits to End Users

  • Keep content centralized in Office 365 without ever having to leave a Salesforce record
  • Share content via Office 365 with external, non-Salesforce users as needed
  • Save time and increase productivity when searching, accessing, and updating files associated with an opportunity or account
  • Replaces the clunky process of working with file attachments
  • Use Office 365 and the popular Office applications like Word, Powerpoint and Excel (Web, Windows & Mac versions)

Key Benefits for Sales Management, IT Decision Makers and CIO

  • Allows admins to keep content centralized and secured on Office 365, while making it available at any time within a Salesforce record and across applications and devices – arming their users to get more done, easier
  • With granular permission levels, activity tracking/reporting, and integrations with hundreds of business and productivity apps, Office 365 gives admins significant insights into how content is being shared, used, and accessed
  • Office 365 can be used beyond Salesforce for collaboration and file sharing by any department in the company
  • Significant cost savings from file storage fees from Salesforce
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Danny RyanIntroducing Trove – Free Office 365 Integration for Salesforce