---
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title: Considerations for Setting Up the Integration with Teams
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/teams_int_setup_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.teams_int_setup_considerations.htm&release=264.0.0&type=5
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content_hash: 156d2a0ea5728c947bae634db3bb853a4143726462a641733589bb9ca25d944c
description: Before setting up the Salesforce integration with Teams, review these considerations about the application.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Considerations for Setting Up the Integration with Teams

Before setting up the Salesforce integration with Teams, review these considerations about the application.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud and Service Cloud in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

Familiarity with certain characteristics of the integration process can set you up for success.

- The integration features are available in an app in Teams called Salesforce. The Salesforce app is accessible only from Teams apps. There isn’t a separate install file for the integration.
- The integration requires Salesforce setup and Teams setup to ensure that users can access to the Salesforce app in Teams.
- When you turn on the integration, this setup happens automatically. Both are required for the integration.
    - A site name https://\*.scrt.sfdc.sh is added in the Cross-Origin Resource Sharing (CORS) list in Salesforce. This site is specific to your org and is required to create the preview cards available in Teams when a Salesforce record is mentioned.
    - The Salesforce integration with Microsoft Teams app is added in the Connected Apps OAuth list in Salesforce setup. The integration honors OAuth settings such as IP restrictions and session durations configured in the policies for the connected app. Learn more about connected apps and their policies in Salesforce Help.
- When a Teams user mentions a record in Teams, the component that displays the record uses that user’s Salesforce language and locale settings. Other users see the mentioned record in the language of the person who mentioned the record.
- The integration doesn’t support custom compact layouts for the Account, Contact, Lead, Opportunity, and Case objects. Use the default, provided compact layout for these objects instead.
- The Teams integration runs on SCRT2, which is hosted on Hyperforce. Hyperforce documentation applies as listed on the Trust and Compliance page.

#### See Also

- [Configure the Integration with Microsoft Teams in Salesforce](https://help.salesforce.com/s/articleView?id=sales.teams_int_setup_configure_in_salesforce.htm&release=264.0.0&type=5 "Turn on the integration with Teams in Salesforce. Then users with the User for Teams Integration permission can access Salesforce data and mention Salesforce records in their Teams conversations.")
- [Provision the Integration in Microsoft Teams](https://help.salesforce.com/s/articleView?id=sales.teams_int_setup_provision_in_teams.htm&release=264.0.0&type=5 "After the setup is complete in Salesforce, work with your Microsoft Teams administrator to ensure that the Teams environment is set up correctly. The Salesforce app provides the integration features within the Teams interfaces. The app permission policies maintained in the Microsoft Teams admin center determine which apps users can install. Those policies also determine which apps users can pin to the Teams app bar in their desktop and mobile clients can pin within their teams.")
- [Trust and Compliance Documentation](https://trust.salesforce.com/en/trust-and-compliance-documentation/)