The Salesforce integration with Microsoft Teams lets team members mention and interact with Salesforce records directly in desktop and mobile versions of Microsoft Teams. Review the features available in each environment.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Cloud and Service Cloud in: Enterprise, Performance, and Unlimited Editions |
| Feature | Teams on Desktop and in Browsers | Teams on Mobile |
|---|---|---|
| Pin a Salesforce record as a tab in Teams channels and meetings |  |
 |
| Pin a Meeting Digest as a tab in Teams channels and meetings |
(desktop only) |
|
| View details on a Salesforce record pinned as a tab, including Details, Activity Timeline, Related Lists, and Chatter |
(desktop only) |
(opens in Salesforce mobile) |
| View details on a Meeting Digest pinned as a tab | |
|
| Edit Salesforce record details | |
(opens in Salesforce mobile) |
| Use the Teams chat feed on a Salesforce record pinned as a tab* | |
|
| Mention a Salesforce record in Teams channels or chat conversations | |
(Android devices only) |
| Preview a Salesforce record that was mentioned in a conversation | |
|
*Microsoft doesn’t support Teams chat feeds on pinned tabs in Teams mobile.