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            Set Up the Salesforce Integration with Microsoft Teams

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            Set Up the Salesforce Integration with Microsoft Teams

            To integrate Salesforce with Microsoft Teams, complete the required Salesforce setup. Work with your Teams administrator to ensure that Teams is configured correctly so users can access the Salesforce app in Teams.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Cloud and Service Cloud in: Enterprise, Performance, and Unlimited Editions
            Tip
            Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
            • Considerations for Setting Up the Integration with Teams
              Before setting up the Salesforce integration with Teams, review these considerations about the application.
            • Configure the Integration with Microsoft Teams in Salesforce
              Turn on the integration with Teams in Salesforce. Then users with the User for Teams Integration permission can access Salesforce data and mention Salesforce records in their Teams conversations.
            • Provision the Integration in Microsoft Teams
              After the setup is complete in Salesforce, work with your Microsoft Teams administrator to ensure that the Teams environment is set up correctly. The Salesforce app provides the integration features within the Teams interfaces. The app permission policies maintained in the Microsoft Teams admin center determine which apps users can install. Those policies also determine which apps users can pin to the Teams app bar in their desktop and mobile clients can pin within their teams.
            • Integration for Microsoft Teams Cookies
              The integration with Microsoft Teams uses cookies to establish and identify unique user sessions for increased security.
             
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