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.
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.
Eric: Just those two for now.
Danny: Okay, and that’s in the current version of the product?
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.
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.
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.
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.
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.
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.