How to integrate MS Teams with Salesforce
- George Apostolov
- 05 Sep 2025
Guide
Go to your Salesforce website and click 'Teams integration'.
Toggle to enable the integration features.
Click 'Assign Permission Sets'.
Select 'Manage Assignments'.
Click 'Add Assignments' or select a user.
Go to your Microsoft Teams account and click the add icon to add a tab to your Microsoft Teams.
Search for 'Salesforce' and click on it.
Click the drop down arrow to select a Salesforce record and pin it as a custom tab.
That's it! You have successfully integrated Microsoft Teams with Salesforce.
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