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Upon successful login, you will see a connection status banner similar as following: From hereafter, 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.Skype for Salesforce is available in public Beta for all customers with both Skype for Business Online and Salesforce Enterprise or Unlimited Edition, as announced in the Office blog "Boost seller productivity with Skype for Business and Salesforce" published on 9/29/2016.
Additional features include: On-demand Skype for Business training is available at To schedule training sessions for individuals or small groups contact [email protected]
Userguides are also available for quick reference: If you are experiencing technical issues or having problems, please contact our IT Service Desk at [email protected] 304-696-3200.
The following steps describe how to view embedded Presence and have outbound Chat, Audio/Video conversations.
You can hover over a contact in Salesforce Lightning experience to see the presence of other Office 365 users in your tenant, as shown below: The above assumes that you have already added other Office 365 users in your sales “Opportunities” or “Leads”, or added other Office 365 users via Salesforce "Chatter" feed.
On Chrome or Firefox, the Skype Conversation Control does not show audio and video call buttons, these are only available if you are using either Edge or Safari browser.
Feel free to start either chat or make audio and/or video call, schedule and start meeting with your colleagues, from any of your machines and browsers, and please give us your feedback or comment, here!
Note that the user who performs this operation requires “Customize Application” permission.
Step 2: Allow the Skype for Salesforce application to have access to Skype for Business on user’s behalf On the same page from Step 1, you will also see the following.
This post describes the available features and shares additional setup and usage information to get you started for piloting.