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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 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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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