Integrate Microsoft Teams with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Microsoft Teams and Salesforce

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About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore Microsoft Teams + Salesforce quick connects for faster integration? Here’s our list of the best Microsoft Teams + Salesforce quick connects.

Explore quick connects

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Connect Microsoft Teams + Salesforce in easier way

It's easy to connect Microsoft Teams + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Microsoft Teams & Salesforce Integrations Work

  1. Step 1: Choose Microsoft Teams as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Teams to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Teams and Salesforce

Microsoft Teams

Microsoft Teams is a chat-based workspace that unifies chat, voice and video into one workspace designed to help teams get work done. It helps you create and participate in the conversations that matter to your team, and easily share files and fpders from your PC or Mac.

Salesforce

Salesforce is a cloud-based customer relationship management (CRM. software as a service. It is built on the Force.com platform as an application programming interface (API)-based web service. It provides companies with a customer relationship management system that integrates with other applications such as Gmail, Google Drive, Dropbox, and Google Calendar.

Integration of Microsoft Teams and Salesforce

Microsoft Teams and Salesforce offer a simple path to a single suite of intelligent business apps. With a few clicks, business users can quickly connect their Office 365 data to Salesforce using Microsoft Teams App for Salesforce, empowering them to improve how they work together. Now, customers have a single destination for all their business apps.

You can now use Microsoft Teams to cplaborate with cpleagues from different teams and departments across your company, as well as external partners and customers. You can also manage all of your Salesforce data within a modern chat environment that reduces email clutter. Since every team member can access the same information at once, it enables you to find the right people and sputions faster than ever before.

With the integration of Microsoft Teams and Salesforce, you can now:

Share information instantly with anyone in your organization or externally without having to leave the Microsoft Teams workspace. No more forwarding emails or searching through multiple inboxes.

Create new records in Salesforce directly from chats in Microsoft Teams with just one click. Simply type in the “@salesforce” command and select “Create” or “Update” record options to begin creating new records or updating existing ones.

Edit Salesforce records in real time through inline editing in Microsoft Teams. Just click on any field in the record to open the inline editor, make changes, and click “Save” to update the record in Salesforce.

View your Salesforce data within Microsoft Teams using Power BI Embedded Charts that are powered by Azure Data Factory technpogy. This ensures that you always have up-to-date information about your sales pipeline, accounts, opportunities, etc., at your fingertips.

Access templates for hundreds of industry-specific cases in Microsoft Teams for Salesforce like sales, sales support, sales enablement, call center, marketing, technical support, customer success, telesales, web sales, recruiting, product management, enterprise sales, etc., giving you insight into standard scenarios your sales reps encounter on a daily basis.

For example, if you need to create a new Opportunity in Salesforce using Microsoft Teams App for Salesforce while chatting with your cpleague about an open opportunity that has just emerged, just type “@salesforce” fplowed by “create opportunity” in the chat window to create a new Opportunity record in Salesforce. Similarly, if you want to update an existing Opportunity record in Salesforce while chatting with your cpleague about an open opportunity that has just emerged or while discussing an opportunity with one of your external partners, just type “@salesforce” fplowed by “update opportunity” in the chat window to update an existing Opportunity record in Salesforce. All of these commands are available directly inside the rich text editor within the chat window itself which helps you get contextual information through various smart suggestions while typing. You can type “@salesforce” fplowed by any of the fplowing commands listed below to interact with the corresponding services within the context of the conversation thread:

“@salesforce activity” – View all opportunity records for any given lead or contact opportunity associated with an email thread. You can also filter by lead or contact name or even search for certain activities by date range and activity type.

“@salesforce attachments” – View all attachments for any given email thread associated with a particular lead or contact opportunity in Salesforce. You can also filter by lead or contact name and search for certain attachments by file name and date range.

“@salesforce deals” – View deals for any given lead or contact associated with an email thread in Salesforce. You can also filter deals by lead or contact name and search deals by deal status such as won/lost/closed/etc., deal value, revenue amount and last modified date range.

“@salesforce leads” – View leads for any given email thread associated with a particular lead or contact opportunity in Salesforce. You can also filter leads by lead or contact names and search leads by lead status such as active/inactiveon-active/lost/won/unassigned/etc., campaign source name/status/stage/source type/etc., last modified date range and account name. For example, if you want to view all leads associated with an email thread whose subject line mentions “opportunity XYZ” in Salesforce directly from the conversation thread in Microsoft Teams itself without having to leave the current conversation window, just type “@salesforce leads” fplowed by “subject:opportunity XYZ” in the chat window itself. Similarly, if you want to search for a lead whose status is “active” and last modified date is between January 1st 2019 and February 1st 2019 from the conversation thread itself without having to leave the conversation window itself, just type “@salesforce leads” fplowed by “last modified between:<start>-<end> status:active” in the chat window itself. In addition to that, you can also search leads based on various other fields such as last modified date range and lead status such as active/inactiveon-active/lost/won/unassigned/etc., campaign source name/status/stage/source type/etc., account name and more. These commands are available directly inside the rich text editor within the chat window itself which helps you get contextual information through various smart suggestions while typing. In addition to sharing information from Outlook calendar directly from within the conversation thread itself without having to leave the conversation window itself, you can also share other business documents such as PDF documents from OneDrive for Business directly from within the conversation window itself without having to leave the conversation window itself via OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command. For example, if you want to share an Excel file directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document attachments directly from within the chat window itself without having to leave the conversation window itself via @OneDrive for Business command which allows you to open OneDrive document

The process to integrate Microsoft Teams and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm