Configure custom list views for Microsoft Teams apps to match your organization's support workflows. Choose objects, and then select and reorder the columns that appear for each persona, such as employees and IT teams in Microsoft Teams apps.
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: | View Setup and Configuration |
Configure Custom Tabs for Salesforce IT Service App in Microsoft Teams
Add custom tabs, choose choose columns for list views, and edit or remove tabs and columns to determine what employees see in the Salesforce IT Service app for Microsoft Teams.
IT Service provides tabs for all custom objects and these standard objects: Incident, Case, Service Request, Knowledge, Approval Work Item, Employee Enablement, and My Assets.
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From Setup, in the Quick Find box, enter MS Teams
Configuration, and then select MS Teams
Configuration.
The IT Service App Settings page lists the custom tabs that are already configured for the app.
- To add a custom tab, click Add Custom Tab.
- From the Object dropdown, select the object that you want to add a tab for, such as Incident, Case, Service Request, Problem, Change Request, or Knowledge.
- For Custom Tab Name, enter the name to display for the tab, and then click Next.
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On the Select Columns page, move the fields that you want to display from Available
Columns to Selected Columns.
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- To add a field, select it in Available Columns, and click the right arrow to move it to Selected Columns.
- To change the column order, select a field in Selected Columns, and click the up and down arrows.
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- Save your changes.
- To edit an existing custom tab's name or object, click the dropdown arrow next to the tab, and select Edit. Update the object or custom tab name, and then click Next to update the tab's columns.
- To remove a single column from a custom tab, expand the tab, and click Remove next to the column name. In the confirmation window, click Delete.
- To delete an entire custom tab, click the dropdown arrow next to the tab, and select Delete. In the confirmation window, click Delete.
Configure Custom List View for Salesforce IT Desk App in Microsoft Teams
Create, clone, customize, sort, and delete list views to help your IT Teams find and organize the IT tickets that matter most. Build a list view from scratch or clone an existing one to reuse its settings. Choose which fields display as columns, sort those columns, and filter the view to show a specific slice of IT tickets, such as open incidents or incidents assigned to you. Delete list views you no longer need.
IT Desk supports all custom objects and these standard objects: Incident, Case, Service Request, Problem, Change Request, Release, Knowledge, Entitlement, Approval Work Item, Account, Contact, and Employee.
For more information about the Agentic IT Service Desk console, see Agentic IT Service Desk. To create a custom list view, see Create a Custom List View in Lightning Experience.