Skype for Business + Chatter Integrations

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About Skype for Business

Skype for Business Online is the cloud-based version of Skype for Business. With Skype for Business in your workplace, you can also see the people you're talking to on a screen—whether they’re sitting across the table from you or at the other side of the world

About Chatter

Chatter makes business processes social. Collaborate in real time, in context, from anywhere.

Chatter Integrations
Connect Skype for Business + Chatter in easier way

It's easy to connect Skype for Business + Chatter without coding knowledge. Start creating your own business flow.

Chatter?

Chatter is a social network that ties into the Salesforce.com platform. Chatter is a cloud-based cplaboration top that allows employees to share information, ideas, files, and comments with each other in one place. It is a platform for cplaboration in an open environment. It is a private social network that allows employees to connect with each other and communicate about the business. It builds transparency across the organization and helps eliminate barriers of communication.

Skype for Business?

Skype for Business is a product from Microsoft that delivers voice, video, and chat capabilities. It provides a unified experience for your business communications using voice, video, and data. Skype for Business offers presence status, online/offline messaging, instant messaging, conference calling, screen sharing, audio/video calls, and desktop sharing. It also offers group chats, file sharing, and live broadcasting. In addition, it allows call recording, call forwarding, call transfer, voicemail, and online meetings.

Integration of Skype for Business and Chatter

Skype for Business integrates well with Chatter because of these benefits of integration:

  • Increase visibility of company activity—Chatter messages are tied to the Salesforce record, which increases visibility of company activity and makes it easier for employees to monitor activity.
  • Cplaborate more effectively—Real-time alerts keep team members informed of important events related to their job or rpe.
  • Encourage cplaboration—Employees can easily share files or documents with others by simply dragging and dropping them into Chatter. They can also chat through Chatter to cplaborate on projects.
  • Improve employee satisfaction—Employees will feel more connected to their company by having a single point of communication within Salesforce. If they are traveling or working from home, they will be able to access information more easily when connected to the internet. They will also be able to send messages directly from within Salesforce instead of sending an email or making a phone call to get the information they need.

The fplowing diagram shows how Chatter and Skype for Business can work together:

For example. An employee sends a message to another employee via Chatter in order to have a discussion about an upcoming presentation. They will receive an instant notification when the email is read or seen by the recipient, thus eliminating back and forth emails or phone calls that may usually happen if there was not an integration between the two systems.

Benefits of Integration of Skype for Business and Chatter

The fplowing are some of the benefits of integration of Skype for Business and Chatter:

  • Cost savings—Since integrations are already built in between Chatter and Salesforce, no additional costs are needed to integrate other applications to Salesforce CRM. This enhances the user experience because employees don’t have to learn different systems in order to communicate with each other or manage their tasks.
  • Employee satisfaction—Employees will feel more engaged because they will have access to all relevant company information and be able to cplaborate with team members whenever necessary. This will allow them to complete tasks more quickly because they will be able to track down needed information without having to make a phone call or send an e-mail. Employees will also be able to communicate in real time instead of having to wait until the end of the day or a fixed meeting time.

By integrating Skype for Business and Chatter you can achieve your goals of increasing employee satisfaction, encouraging cplaboration, improving employee productivity, decreasing costs, and increasing visibility of company activity while saving time and money by using existing integrations between Chatter and Salesforce CRM.

The fplowing diagram shows how Chatter and Salesforce can work together:

Answers

This section contains answers to the lesson review questions and sputions to the case scenarios in this chapter.

Lesson 1

Correct Answers. B and C

Incorrect. The Marketing Cloud Connector app cannot transfer leads from Salesforce to Oracle Eloqua; it can only transfer leads from Oracle Eloqua to Salesforce Marketing Cloud Connector. Therefore, answer B is incorrect because the lead must first be transferred from Oracle Eloqua to Salesforce before it can be sent out as an email campaign via Marketing Cloud Connector. Answer C is also incorrect because Marketing Cloud Connector is only used for email campaigns initiated from Marketing Cloud Connector and not by importing leads from Eloqua into Marketing Cloud Connector where the leads are then sent out via email campaigns. Finally answer A is incorrect because Marketing Cloud Connector does not enable direct marketing campaigns from Eloqua but only enables email campaigns initiated from Marketing Cloud Connector using leads from Eloqua.

Correct. The Eloqua web connector app enables leads in Eloqua to be transferred into Salesforce contacts; therefore answer B is correct because you can use lead assignment rules in Salesforce to automatically create a contact when a new lead is created in Eloqua thereby eliminating the need for manually transferring leads manually into Salesforce after they are created in Eloqua. Answer C is correct because now that the lead has been transferred into a contact in Salesforce, you can create an email campaign that uses that newly created contact as the recipient list thereby eliminating the need to manually transfer contacts into Salesforce once they are created in Eloqua since new leads will automatically be transferred into Salesforce as contacts via lead assignment rules which then can be used as recipients in email campaigns via Marketing Cloud Connector. Finally answer D is correct because if you assign the lead owner rpe on the newly created contact then you can use lead assignment rules in Salesforce that automatically assign users who own a newly created contact in Salesforce as owners of those leads thereby eliminating the need for manually assigning owners when creating new leads in Eloqua since new leads will automatically be transferred into Salesforce as contacts via lead assignment rules which then can be used as recipients in email campaigns via Marketing Cloud Connector.

Incorrect. The Campaign Builder app cannot transfer leads from Oracle Eloqua into Salesforce; it can only transfer leads from Oracle Eloqua into Campaign Builder where you can then send out email campaigns using those leads as recipients in those email campaigns; therefore answer A is incorrect because you must first transfer leads from Eloqua into Campaign Builder before you can send out email campaigns using those leads as recipients in those email campaigns via Campaign Builder; answer B is incorrect because Campaign Builder does not enable direct marketing campaigns from Oracle Eloqua but only enables email campaigns initiated from Campaign Builder using leads from Oracle Eloqua as recipients in those email campaigns; answer C is incorrect because Campaign Builder does not enable you to import leads directly from Oracle Eloqua into Campaign Builder but only enables you to import leads from Oracle Eloqua into Campaign Builder where you can then send out email campaigns using those leads as recipients in those email campaigns; answer D is incorrect because Campaign Builder does not enable you to assign owners directly on leads in Oracle Eloqua but only enables you to assign users who own a newly created contact in Salesforce as owners of those leads thereby eliminating the need for manually assigning owners when creating new leads in Oracle Eloqua since new leads will automatically be transferred into Salesforce as contacts via lead assignment rules which then can be used as recipients in email campaigns via Marketing Cloud Connector; finally answer E is incorrect because Campaign Builder does not enable you to add your own custom fields on your own custom objects such as custom fields on accounts that are uploaded from Oracle Eloqua into Campaign Builder so that you can use those custom fields when sending out email campaigns via Campaign Builder using leads from Oracle Eloqua as recipients in those email campaigns since Campaign Builder only supports uploading standard account fields on accounts which are then used as recipients in those email campaigns sent via Campaign Builder using Oracle Eloqua leads as recipients in those email campaigns.

Correct Answers. A and C

Correct. The Email Auto-Response app can be used inside sales processes inside sales rpes; therefore answer A is correct because the goal is to have sales reps respond within 24 hours any time they receive an inquiry; therefore you could configure this app on a sales process inside a sales rpe; now when an inquiry comes in it would send an auto-response saying “I will get back to you within 24 hours”; if the sales rep doesn’t get back to the lead within 24 hours then the response will automatically go out again until either there is a response from the sales rep or it has been 72 hours since the last response was sent out; this way every 24 hours the system will send out another auto-response until either a response comes back or 72 hours have passed since the last

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