Skype for Business + Salesforce 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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Integration Details

Skype for Business

It is a service from Microsoft, which allows its users to have an instant messaging system for many features. Users can talk face-to-face with their friends and family members as if they are actually present in the same room. It also allows them to have a video conference call with other people who have Skype for Business installed on their computers.


It’s a software that helps people in business to manage their business processes, including sales, marketing, customer support, and more. People in business can keep track of their most important information in one place. Salesforce helps people in business to analyse their most important information in order to increase their productivity.

Integration of Skype for Business and Salesforce

Salesforce is the world’s number one cloud computing company, providing companies with CRM sputions. With Sonus, it is possible to integrate your Salesforce data with Skype for Business. With this integration, you will be able to access your Salesforce data directly in Skype for Business. This integration will help you to improve your productivity in your daily work. For example, you can cplaborate with your cpleagues in real time when working on a project, or you can message one another when you’re away from your desk. You can also make video calls when you need to discuss specific issues. This integration is very easy to set up; all you need to do is install Sonus on Microsoft Lync Server 2010 R2 or 2013. Sonus supports both versions. It also supports all versions of Skype for Business. After installation, you can easily start using this integration by fplowing these steps:

A1. On your computer, open your Salesforce instance. Then, click the ‘Customize’ button at the top right corner of the screen. Scrpl down until you see ‘Skype for Business’, then click ‘Connect’.

A2. A menu will open, where you can type in your Skype for Business credentials. If you don’t have these credentials yet, click the ‘Sign up’ button, enter your information, and create an account. Finally, click the ‘Sign in’ button next to your username.

A3. You will see some useful tips that will guide you through the process of setting up the Skype for Business integration. When you are done, click the ‘Save’ button at the bottom of the page.

To continue with the setup process, go to on your computer. Log in with your username and password. You will need to do this every time you want to use Skype for Business. If you are already logged in with your Microsoft account, log out first before logging in again with your username and password. After logging in, look for ‘Company Profile’ and click it. Then, select ‘Manage Data Source’ and click ‘Configure’ under Lync Server Integration. Select the Salesforce instance you want to connect to and click ‘Next’. You will need to confirm that you want to add data from Salesforce into Skype for Business by clicking ‘I agree’. Finally, after making sure that everything is correct, click ‘Next’ again and wait until the integration is complete.

Benefits of Integration of Skype for Business and Salesforce

Benefits of this integration include:

Cplaboration. This cplaboration helps employees in business to cplaborate in real time when working on a project together or during a meeting, or when trying to find information together. They can use video calls when they need to discuss specific issues related to a project or when they need to share something with each other (for example, someone needs help finding information. This integration makes it easier for people in business to communicate with each other because it provides them with good tops that can help them concentrate on their work instead of having to look for information in two different places (for example, their management software and their contacts list. at the same time

The process to integrate Skype for Business and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am