# How to integrate MS Teams with Salesforce

> To integrate Microsoft Teams with Salesforce, enable Teams integration in Salesforce, assign permission sets, and manage user assignments. Next, open Microsoft Teams, add a Salesforce tab, search for Salesforce, select it, and choose a Salesforce record to pin as a custom tab.

Canonical: https://livedemo.ai/tutorials/how-to-integrate-microsoft-teams-with-salesforce/
Apps: Microsoft Teams, Salesforce, Microsoft
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a447dab56e05a00feda47/preview?step=1

## 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.
6. Go to your Microsoft Teams account and click the add icon to add a tab to your Microsoft Teams.
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. That's it! You have successfully integrated Microsoft Teams with Salesforce.