How to integrate MS Teams with Salesforce
- George Apostolov
How to integrate MS Teams with Salesforce: step-by-step 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.
Quick answer: 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.
About this Microsoft Teams tutorial
Connect Salesforce records to Microsoft Teams by enabling integration settings, assigning permissions, and pinning custom tabs. This guide shows how to integrate MS Teams with Salesforce in 9 steps, starting with "Go to your Salesforce website and click 'Teams integration'" and finishing with "That's it! You have successfully integrated Microsoft Teams with Salesforce". The interactive demo above is a click-through copy of the real Microsoft Teams interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate MS Teams with Salesforce?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Microsoft Teams data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Microsoft Teams, Salesforce and Microsoft. Related guides: How to Integrate Microsoft Teams with ServiceNow, How to Integrate Microsoft Teams with Sharepoint and How to Integrate Microsoft Teams with Smartsheet. Last reviewed 05 Oct 2026.
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