How to integrate Microsoft Teams with Salesforce

Quick summary

This demo shows how to integrate Microsoft Teams with Salesforce by enabling the Teams integration setting, assigning permission sets, and pinning a Salesforce record as a custom tab in Teams. Once configured, sales teams can access Salesforce data directly inside Microsoft Teams without switching between apps.

Steps

1. Go to your Salesforce website and click 'Teams integration'.
2. Toggle to enable the integration features.
3. Click 'Assign Permission Sets'.
4. Select 'Manage Assignments'.
5. Click 'Add Assignments' or select a user to assign.
6. Go to your Microsoft Teams account and click the add icon to add a new tab.
7. Search for 'Salesforce' and click on it.
8. Click the drop-down arrow to select a Salesforce record and pin it as a custom tab.
9. You have successfully integrated Microsoft Teams with Salesforce.