---
schema_version: "1"
id: 4f2f2ebdd06156f36c25337bf86df8d82f78ba188b98c47277e1a94a95803c40
title: Mention Salesforce Records in Microsoft Teams Channels and Chats
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/teams_int_user_mention_records.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.teams_int_user_mention_records.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 49d76610376c2c787e87d74a42445b4530c3f5198acc166a3fef756784fac882
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d53261e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d53261e72 ">Use the integration for Teams</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d53261e72 ">User for Teams Integration</td>

          </tr>
        </tbody>
      </table>

1. In a Teams channel or chat, select the ![Salesforce cloud icon.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/teams_integration/teams_int_cloud_icon.png) icon to open the Salesforce app.
    
    If you have many apps pinned for messaging, click or tap the more options menu, and then search for Salesforce. If you still can’t find the app, contact your Teams administrator for help.
2. Search for the record you want to mention, and select **Mention Record**.
3. Add any additional text to your message, and press Enter to add it to the conversation.

Depending on the Salesforce settings, users see information about the record or a message that a Salesforce record was shared with the option to preview the record.