How to integrate MS Teams with Salesforce



Guide

  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.

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