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.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Cloud and Service Cloud in: Enterprise,
Performance, and Unlimited Editions
|
- Get the Salesforce App for Microsoft Teams
To mention Salesforce records in Microsoft Teams, add the Salesforce app to the messaging area in Teams.
- Add Salesforce Records as Custom Tabs in Microsoft Teams Channels and Meetings
Conversations in Microsoft Teams are fast-paced and grow as a feed. So mentions of Salesforce records can be lost in the details. For quick access to a record’s details, add a Salesforce record as a tab in a Teams channel or meeting. Members can add collaboration details in the record tab in desktop and web versions of Teams. The collaboration details from the tab are added to the channel or meeting feed.
- Mention Salesforce Records in Microsoft Teams Channels and Chats
To provide information about a Salesforce record in Microsoft Teams, mention the Salesforce record that applies to the conversation. Other team members can review the record details without leaving Teams.
- View and Edit Salesforce Records in Microsoft Teams
When a Salesforce record is added to a tab in Microsoft Teams, you can access the same record information that you see in Salesforce. You can make edits to record details, view the record activity, interact with related records, and post to Chatter for the record. Your changes and additions are saved to the record in Salesforce. The record information updates in the tab as changes are made in Salesforce. If you’re in Salesforce or in Teams, you’re up to date on the latest record information.
- Log Out of the Salesforce App in Teams
To disconnect your Salesforce account from Microsoft Teams, log out of the Salesforce App. You can’t share or view Salesforce records while logged out.
