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            Mention Salesforce Records in Microsoft Teams Channels and Chats

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            Mention Salesforce Records in Microsoft Teams Channels and Chats

            To provide information about a Salesforce record in Microsoft Teams, mention the Salesforce record that applies to the conversation. Other team members can review the record details without leaving Teams.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Cloud and Service Cloud in: Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            Use the integration for Teams User for Teams Integration
            1. In a Teams channel or chat, select the Salesforce cloud icon. icon to open the Salesforce app.
              If you have many apps pinned for messaging, click or tap the more options menu, and then search for Salesforce. If you still can’t find the app, contact your Teams administrator for help.
            2. Search for the record you want to mention, and select Mention Record.
            3. Add any additional text to your message, and press Enter to add it to the conversation.

            Depending on the Salesforce settings, users see information about the record or a message that a Salesforce record was shared with the option to preview the record.

             
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