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            Integration with Microsoft Teams Features

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            Integration with Microsoft Teams Features

            The Salesforce integration with Microsoft Teams lets team members mention and interact with Salesforce records directly in desktop and mobile versions of Microsoft Teams. Review the features available in each environment.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Cloud and Service Cloud in: Enterprise, Performance, and Unlimited Editions
            FeatureTeams on Desktop and in BrowsersTeams on Mobile
            Pin a Salesforce record as a tab in Teams channels and meetings Green check mark to indicate the feature is available. Red cross mark to indicate the feature is not available.
            Pin a Meeting Digest as a tab in Teams channels and meetings

            Green check mark to indicate the feature is available.

            (desktop only)

            		 Red cross mark to indicate the feature is not available.
            View details on a Salesforce record pinned as a tab, including Details, Activity Timeline, Related Lists, and Chatter

            Green check mark to indicate the feature is available.

            (desktop only)

            Green check mark to indicate the feature is available.

            (opens in Salesforce mobile)

            View details on a Meeting Digest pinned as a tab Green check mark to indicate the feature is available. Red cross mark to indicate the feature is not available.
            Edit Salesforce record details Green check mark to indicate the feature is available.

            Green check mark to indicate the feature is available.

            (opens in Salesforce mobile)

            Use the Teams chat feed on a Salesforce record pinned as a tab* Green check mark to indicate the feature is available. Green check mark to indicate the feature is available.
            Mention a Salesforce record in Teams channels or chat conversations Green check mark to indicate the feature is available.

            Green check mark to indicate the feature is available.

            (Android devices only)
            Preview a Salesforce record that was mentioned in a conversation Green check mark to indicate the feature is available. Green check mark to indicate the feature is available.

            *Microsoft doesn’t support Teams chat feeds on pinned tabs in Teams mobile.

             
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