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Microsoft Teams Integration: Bring Salesforce and Microsoft Teams Together (Pilot)

Your sales and service teams use Salesforce to manage customer relationships. They also chat in Microsoft® Teams and discuss topics relevant to their sales pipeline and service cases. The Teams Integration provides context about Salesforce records from Teams channels and one-on-one chat conversations, eliminating switching between applications. Salesforce users can mention Salesforce records in Teams to facilitate collaboration. They can preview details of records that others post, pin records to channel tabs for easy access, and keep records up to date with inline editing. Reps can also post important moments to Salesforce record Chatter feeds, all directly from Teams.

Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.

Note

Note

We provide the Teams Integration to selected customers through a pilot program that requires agreement to specific terms and conditions. To be nominated to participate in the program, contact Salesforce. Pilot programs are subject to change, and we can’t guarantee acceptance. Feature isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. You can provide feedback and suggestions for the Teams Integration in the Outlook/Teams, Gmail, and Inbox group in the Trailblazer Community.

Who: The Teams Integration is available to Salesforce orgs with either Sales or Service Cloud. When enabled, the integration features are available through the Salesforce app in desktop, mobile, and web versions Teams.

How: For information about joining the pilot, contact your Salesforce account executive.