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            Get the Salesforce App for Microsoft Teams

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            3. Seller Productivity

            Get the Salesforce App for Microsoft Teams

            To mention Salesforce records in Microsoft Teams, add the Salesforce app to the messaging area in 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. From the desktop or web version of Microsoft Teams, select the More Options menu located below the box you use to type messages.
              Tool options in Microsoft Teams with More Options menu highlighted.
            2. Search for Salesforce, and then add the app. After you do, a Salesforce icon is available in the app toolbar.
              Tool options in Microsoft Teams with the Salesforce icon highlighted.

              Your Teams administrator maintains the policies for the apps available to you and the apps you can pin to the Teams messaging bar. If you can’t find the Salesforce app, contact your Teams administrator for help.

            Tip
            Tip After you add the app to the desktop or web version of Teams, the app is available in Teams on your mobile device.
             
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            Salesforce Help | Article