Integrate Salesforce with Microsoft Teams

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

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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.

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.

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

Explore quick connects

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Connect Salesforce + Microsoft Teams in easier way

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

  • Triggers
  • 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.

  • 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.

  • Actions
  • 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 Record

    Updates a existing record.

  • 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.

How Salesforce & Microsoft Teams Integrations Work

  1. Step 1: Choose Salesforce 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 Microsoft Teams 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 Salesforce to Microsoft Teams.

    (2 minutes)

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

Integration of Salesforce and Microsoft Teams

Salesforce is a cloud computing company that provides customer relationship management services. In recent years, Salesforce has become a big player in the competitive CRM market. Salesforce is well known for its CRM product, which enables businesses to better manage sales and marketing processes.

Microsoft Teams is a software application that can be used to cplaborate with people from different organizations to achieve a common goal or project. Microsoft Teams was introduced in 2016 by Microsoft to compete with Slack, a popular enterprise messaging platform.

Integration of Salesforce and Microsoft Teams will help both companies to make their products more useful for businesses. The integration will allow users of Salesforce to cplaborate on projects with Microsoft Teams users. It will also enable Salesforce users to easily access files stored on Microsoft Teams.

Benefits of Integration of Salesforce and Microsoft Teams are as fplows:

  • Improves Productivity
  • Sales force users are able to share messages about business processes, opportunities, deals etc. with Microsoft Teams users to improve productivity of both teams. This cplaboration will save time and effort that would have been spent on emailing messages, calling customers etc. It will also enable users to have all information at their fingertips, so there will be no need to ask others about certain information or documents.

  • Reduces Costs
  • The integration of Salesforce and Microsoft Teams will result in reduced costs for both companies. For example, Salesforce users will be able to access files on Microsoft Teams, which means they will have to purchase fewer storage drives.

  • Improves Customer Service
  • Integration of Salesforce and Microsoft Teams will also improve customer service for both companies. For example, if a Salesforce user needs help or information from a Microsoft Teams user, they can send messages directly to them through the integration. This will save time and effort that would have been spent on calling or emailing their cpleagues. It will also reduce confusion by making it easy for team members to quickly locate the person who has the information they need.

    Integration of Salesforce and Microsoft Teams is important because it enables the companies to provide better services to their clients/customers. Integration of Salesforce and Microsoft Teams benefits both companies by reducing costs, improving productivity and improving customer service.

    Formatting Rules. Use Times New Roman font, size 12 with 1 inch margins all around the page. One inch margin between paragraphs

    The process to integrate Salesforce and Microsoft Teams 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 March 14,2023 02:59 pm