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            Authenticate to Microsoft Teams to Conduct Remote Visits

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            Authenticate to Microsoft Teams to Conduct Remote Visits

            To plan and conduct remote engagement sessions, open a connection between Salesforce and Microsoft Teams. You authenticate only one time, and the connection with Microsoft Teams remains active until you revoke access.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To use remote engagement features: Use Life Sciences Remote Engagement permission

            Before you host or join remote sessions with Microsoft Teams from Life Sciences Customer Engagement, install the Microsoft Teams mobile app on your iPad. Then authenticate to your Microsoft Teams account so that Life Sciences Customer Engagement can:

            • Create Microsoft Teams meetings on your behalf
            • Start Microsoft Teams meetings directly from the Life Sciences Cloud mobile app

            You can connect to Microsoft Teams from the Salesforce desktop site or from the Life Sciences Cloud mobile app.

            Authenticate to Microsoft Teams from Salesforce

            To authenticate from Salesforce, follow these steps.

            1. From your personal settings, in the Quick Find box, search for and select External Credentials.
            2. In the tile of the Life Sciences Microsoft Teams OAuth external credential, click Allow Access.
            3. Authenticate to Microsoft Teams. For example, enter a username and password.
              After authenticating to Microsoft Teams, you’re redirected back to Salesforce. The external credential is authenticated, and its tile shows Configured. To revoke authentication on an external credential, users click Revoke Access.

            Authenticate to Microsoft Teams from the Life Sciences Cloud Mobile App

            To authenticate from the Life Sciences Cloud mobile app, follow these steps.

            1. From your profile in the Life Sciences Cloud mobile app, open your profile.
            2. Tap Log in to Microsoft Teams.
              The External Credentials page opens in Salesforce.
            3. In the tile of the Life Sciences Microsoft Teams OAuth external credential, click Allow Access.
            4. Authenticate to Microsoft Teams. For example, enter a username and password.
              After authenticating to Microsoft Teams, you’re redirected back to Salesforce. The external credential is authenticated, and its tile shows Configured. To revoke authentication on an external credential, users click Revoke Access.
            5. To return to the Life Sciences Cloud mobile app, tap Back or Done.

            See Also

             
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