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Provision the Integration in Microsoft Teams

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.

Required Editions

Available in: Lightning Experience
Available with Sales Cloud and Service Cloud in: Enterprise, Performance, and Unlimited Editions

To ensure that users can access the Salesforce app in Teams, work with your Teams administrator to add the Salesforce app to the Teams permission policies. In the Microsoft Teams admin center, add the Salesforce app to the global app permission policy or any custom policies assigned to users who need the app.

See Also