Logging in to and authenticating with Salesforce requires that the integration with Teams is on and that users have the correct permissions. Review the potential reasons why Teams users can’t log in to Salesforce from within Teams.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Cloud and Service Cloud in: Enterprise, Performance, and Unlimited Editions |
If a user receives an error logging in to Salesforce, verify that:
- Your org is running Enterprise, Performance, or Unlimited Editions, and that the Salesforce integration with Teams is enabled.
- The Teams user also has a Salesforce user account. Depending on your Teams policy settings, Teams users can install the Salesforce app on their own. However, users need a Salesforce user account and login credentials to preview and mention records.
- The user has the User for Teams Integration permission set assigned in Salesforce, which gives them access to the Salesforce features in Teams.
- The http://*.salesforce-scrt.com site is listed on the cross-origin resource sharing (CORS) page in Salesforce setup. The listing specific to your org is added automatically when you enable the integration. If the listing is deleted but the integration is still enabled, users receive an error in Teams when trying to log in to Salesforce.
- Verify that the Salesforce integration with Microsoft Teams app is listed in the Connected App in Salesforce setup and that access isn’t blocked. If the app is deleted or blocked but integration is still enabled, users receive an error in Teams. The integration honors OAuth settings such as IP restrictions and session durations configured for the connected.
If a Teams user doesn’t see the Salesforce app as an option in Teams, work with the Teams administrator to verify that the app permission policies in Teams are set to allow access to the Salesforce app.