David Lozzi: Case Study: Integrating SharePoint Online and Salesforce

David Lozzi will be presenting a Case Study: Integrating SharePoint Online and Salesforce

In this session we will discuss a case study from Slalom as they partnered with the Massachusetts Board of Bar Overseers in creating a new case management solution in Salesforce and leveraging document management and search capabilities of SharePoint Online. This project centralized many disparate databases into a single solution spanning both Salesforce and SharePoint (and some file shares). During this project, user experience was key, and the integration points between Salesforce and SharePoint varied depending on each unique user story, and the impact to the end users.

About David Lozzi
David Lozzi is a Solution Architect at Slalom Consulting, in the Boston market. He has been a consultant for 20 years, focusing on SharePoint since version 2003. His expertise spans development with C#, SQL, PHP, JavaScript, and modern frameworks to architecture and design in the cloud. He has spent the last many years working with customers in deploying collaborative solutions based on their unique business requirements. He loves to support the local community through user groups, speaking and blogging.

Lozzi is a lucky husband and proud father of 4 beautiful children. He is Christian, an avid do-it-yourself’er, all-around-technology geek, self-proclaimed chef, and desires to be more of an outdoors-man.

He is also one of the co-founders of the Boston Office 365 User Group.