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 in Teams channels and chats to facilitate collaboration.
Take advantage of Salesforce Meetings from meetings on the Teams calendar, to get fully prepared for customer calls, and follow up effectively, starting in Summer '21. Salesforce Meetings are available to users in Sales Cloud Unlimited edition orgs.

Steps