Integrate Salesforce with Microsoft Teams to bring Salesforce data directly to Teams
users on their desktop and mobile devices. Teams participants can mention Salesforce records
directly in chats or channels in Teams to provide information about a contact, lead,
opportunity, account, or case. Teams channel members with Salesforce access can view more record
details without leaving Teams.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Cloud and Service Cloud in: Enterprise,
Performance, and Unlimited Editions
|
- Integration with Microsoft Teams System Requirements
The integration with Teams is available in the Teams desktop app, on the web, and in Teams mobile. Make sure that your system and mobile devices meet the integration requirements.
- Integration with Microsoft Teams Features
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.
- Set Up the Salesforce Integration with Microsoft Teams
To integrate Salesforce with Microsoft Teams, complete the required Salesforce setup. Work with your Teams administrator to ensure that Teams is configured correctly so users can access the Salesforce app in Teams.
- Manage the Salesforce Integration with Teams
As your reps use the integration with Teams, entries about their login attempts and OAuth sessions are made in Salesforce. User mappings are created so users stay logged in to Salesforce from within Teams. Use the Salesforce pages described in this section to view who has accessed the integration and to manage their access.
- Use the Integration for Microsoft Teams
After the integration is enabled and configured, users with the correct user permissions can access the Salesforce app in Teams. Use the app to mention Salesforce records in conversations, preview and edit records other channel members mention, and pin Salesforce records for easy access in a channel or meeting. Take advantage of Salesforce Meetings from Teams to review event details, meeting insights, and prepare for meetings.
