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            Manage the Salesforce Integration with Teams

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            Manage the Salesforce Integration with Teams

            As your reps use the integration with Teams, entries about their login attempts and OAuth sessions are made in Salesforce. User mappings are created so users stay logged in to Salesforce from within Teams. Use the Salesforce pages described in this section to view who has accessed the integration and to manage their access.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Cloud and Service Cloud in: Enterprise, Performance, and Unlimited Editions
            • View Who Accessed the Integration with Teams
              Each time a user logs in to Salesforce from Microsoft Teams, their login attempt is added to the Login History page in Salesforce setup. Use the login history to monitor all login attempts from Teams to Salesforce.
            • Manage User Access to the Integration with Teams
              The first time a user logs in to Salesforce from Teams, they’re prompted to accept access levels that the integration requests. These levels are required to send data securely between Salesforce and Teams. Accepting the levels creates a user mapping that you can manage in the Connected Apps Oauth Usage page in Salesforce setup.
            • Troubleshoot Access to Salesforce from Microsoft Teams
              Logging in to and authenticating with Salesforce requires that the integration with Teams is on and that users have the correct permissions. Review the potential reasons why Teams users can’t log in to Salesforce from within Teams.
             
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