Salesforce Microsoft Teams Integration (Step By Step)
Salesforce Teams Integration Integrate Salesforce with Microsoft Teams to bring Salesforce data directly to Teams users on their desktop and mobile devices. Teams participants can mention Salesforce records directly in chats or channels in Teams to provide information about a contact, lead, opportunity, account, or case. Teams channel members with Salesforce access can view more record details without leaving Teams. Steps to pre-require before integration MS Teams in Salesforce Available with Sales Cloud and Service Cloud in Enterprise , Performance , and Unlimited Editions Features in Salesforce Microsoft Teams Pin Salesforce records to channels, chats, and calendar meetings to easily keep access to them -- with an expanded set of supported Salesforce records, including Custom Objects starting in Summer '21. Update Salesforce records directly from Teams, and Post important conversation moments on the Chatter feed of Salesforce records pinned on tabs. Mention Salesforce records i...