Considerations for Setting Up the Integration with Teams

Familiarity with certain characteristics of the integration process can set you up for success.

• The integration features are available in an app in Teams called Salesforce. The Salesforce app is accessible only from Teams apps. There isn’t a separate install file for the integration.
• The integration requires Salesforce setup and Teams setup to ensure that users can access to the Salesforce app in Teams.
• When you turn on the integration, this setup happens automatically. Both are required for the integration.
  • A site name https://*.scrt.sfdc.sh is added in the Cross-Origin Resource Sharing (CORS) list in Salesforce. This site is specific to your org and is required to create the preview cards available in Teams when a Salesforce record is mentioned.
  • The Salesforce integration with Microsoft Teams app is added in the Connected Apps OAuth list in Salesforce setup. The integration honors OAuth settings such as IP restrictions and session durations configured in the policies for the connected app. Learn more about connected apps and their policies in Salesforce Help.
• When a Teams user mentions a record in Teams, the component that displays the record uses that user’s Salesforce language and locale settings. Other users see the mentioned record in the language of the person who mentioned the record.
• The integration doesn’t support custom compact layouts for the Account, Contact, Lead, Opportunity, and Case objects. Use the default, provided compact layout for these objects instead.
• The Teams integration runs on SCRT2, which is hosted on Hyperforce. Hyperforce documentation applies as listed on the Trust and Compliance page.