Set up automated approval workflows that trigger when records are created or updated.
This configuration links Salesforce records to Microsoft Teams, allowing assigned users to
evaluate and respond to approval requests directly within Teams. This setup is applicable for
the Salesforce IT Desk and Salesforce IT Service apps in Microsoft Teams.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service. |
| User Permissions Needed |
| To set up Microsoft Teams: |
MicrosoftGraphAccess permission set |
You must Configure Proactive Notifications to use approvals for the Salesforce IT Desk
app.
To standardize your company's decision-making process, set up manager approvals.
