How To Integrate Microsoft Teams With Salesforce
If you’re using both Microsoft Teams and Salesforce, you’ve got access to two of the most popular collaboration and sales management tools in the world.
So, why aren’t you using them in a more productive manner?
In this guide, we run through how to integrate Microsoft Teams with various components of Salesforce (including Slack).
- Microsoft Teams and Salesforce integration
- Microsoft Teams and Salesforce Chatter integration
- Microsoft Teams and Slack integration
How do I enable Microsoft Teams integration in Salesforce?
You set up your Microsoft Teams integration in Salesforce within minutes. But first, there are prerequisites you need to understand and fulfill before we go through the steps.
Requirements for Salesforce Teams integration setup
If you’re wondering why the Teams integration for Salesforce doesn’t seem to be working, you might find an answer in one of the required features below.
|Salesforce||Salesforce Edition: Salesforce Lightning Experience|
Licenses: Sales Cloud license in Professional, Enterprise, and Unlimited pricing options and Cloud Service license in Professional, Enterprise, and Unlimited pricing options.
|Microsoft Teams||Office 365 work or school account (or above)|
|Browser||Salesforce app does not support Internet Explorer 11|
Teams browser version is not supported on mobile devices
|Mobile||The latest version of the Teams mobile app on either the App Store or Google Playstore|
Both Salesforce and Teams accounts must have the integration enabled for it to work.
Your Salesforce admin should head over to the org Setup, then navigate to the Teams integration settings page, and toggle the feature on.
If org admins are unable to toggle the Microsoft Teams integration feature, try contacting your Salesforce Account Executive to resolve the issue.
Meanwhile, your Teams administrator should manage app permission policies from the Teams admin center to ensure that users can access the Salesforce app in Teams. Teams admins can:
- Add the Salesforce app to the global app permission policy
- Add the Salesforce app to custom policies for users who need the app
Now that we’ve made sure everything in the backend for the Salesforce Teams integration works, let’s dive straight into the simpler integration process.
Set up Microsoft Teams integration in Salesforce
Take control of your records and opportunities while you collaborate with teammates using the Teams integration for Salesforce in three simple steps.
- First, get the Salesforce plug-in from Microsoft Appsource.
- Now, head over to Teams and click the “+” (Add a tab) button in your preferred channel or chat.
- Search for Salesforce and click on it.
- You can select and pin any type of record (e.g Accounts, Leads, Opportunities, etc) to the channel.
Search for your preferred record and click on it.
- Pin the record, check the Post to the channel about this tab box and click Save.
You’ve now added that record to Teams.
Go through the steps in detail here:
How to use the Salesforce Teams integration
The point of the Teams integration for Salesforce is that you no longer have to switch between both apps to get work done.
The integration brings Salesforce sales and service data and functions straight into Teams. It’s an ideal collaborative feature for the hybrid workplace. And here’s how you can use it:
- View and Mention Records: You and your teammates can view and comment on records.
You can also search for a Salesforce record in a Teams channel. . .
. . .and mention it for messaging context.
- Edit Records: Hover over elements in a record and click the pen icon to edit that information.
You can change things like the Name, Type, and Owner of the record.
- Access Records in Meetings: You can pin a Salesforce record to a Microsoft Teams meeting either by adding it when setting up your meeting by clicking the “+” (Add a tab) button. . .
. . .and selecting Salesforce then clicking Add.
. . .pin your preferred Salesforce record and click Save.
You can also add the record during the meeting. Click the “…” (ellipsis icon) at the top then click + Add an app. . .
. . .select Salesforce then select your preferred record.
You can now view records with ease while discussing over a Teams meetings.
Is there a Microsoft Teams Salesforce Chatter integration?
Before Microsoft Teams was around, Salesforce Chatter was the go-to chat tool for Salesforce users. It still is for a large number of users.
Even with Salesforce acquiring Slack in 2021, Chatter lives on strong.
However, recognizing that Salesforce has 150,000 customers typically on the larger side, and Microsoft Teams hitting over 270 million monthly users, the crossover of organizations with both Teams and Chatter must be high.
Which leaves the problem of not knowing which app to use. And what happens when that happens?
If that makes you shudder, here’s how you can integrate Microsoft Teams with Chatter:
Zapier automates workflows between different apps using what we call “Zaps”.
- Head over to the integrations page for Chatter and Teams, select your preferred event for a trigger and event for an action then click the Connect Chatter + Microsoft Teams button.
- You’ll be redirected to the setup page for the Zap.
This is where you’ll connect your Chatter and Teams accounts.
- Setup the Zap with the data you want to be sent to Microsoft Teams.
- Then test and turn on the Zap to begin automating your work.
Just like Zaps, Appy Pie Connect allows you to automate workflows between Chatter and Teams. Appy Pie has dozens of integrations for Chatter and Microsoft Teams that you can choose from.
- First, create and login to your Appy Pie account, then click the Create a Connect button at the top right corner.
- Select the app you want to connect for the trigger (Chatter) and for the action (Teams), select their respective events, and connect your accounts for both apps.
- Finally, customize the data for the integration and create the connection.
It’s important to note that neither of these third-party integration apps actually let you have conversations on Chatter while in Teams.
Instead, they create easy integrations that can bring events happening in Chatter straight into your Teams channels.
Instead of shuttling to the Chatter tab to interact with any new post or event, you can use a Zap or Appy Pie integration to bring it straight into your Teams channel.
Is there a Microsoft Teams and Slack integration?
But just like the scenario where departments end up using Teams instead of Chatter, some departments will still prefer Teams to Slack.
This means a Microsoft Teams user can send a message to their colleague who’s using Slack.
From here, you can choose which channels and users need to chat cross-platform.
Once you’ve finished setting up, users can send cross-platform messages. The entire messaging experience is looked after, including:
- Message edits
- Message threads
- Message deletions
- Channel messages
- Group messages
- GIFs and emojis
- File uploads
- Rich text formatting
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