View and Edit Salesforce Records in Microsoft Teams

When a Salesforce record is added to a tab in Microsoft Teams, you can access the same record information that you see in Salesforce. You can make edits to record details, view the record activity, interact with related records, and post to Chatter for the record. Your changes and additions are saved to the record in Salesforce. The record information updates in the tab as changes are made in Salesforce. If you’re in Salesforce or in Teams, you’re up to date on the latest record information.

Required Editions

Available in: Lightning Experience

Available with Sales Cloud and Service Cloud in: Enterprise, Performance, and Unlimited Editions

From Teams on desktop and the web, (1) access the same record details that you do in Salesforce, including custom fields. Use the tabs to view and edit details, keep up with Chatter posts, view the activity on the record, and view the related records. (2) Have a conversation about the record directly in the tab. (3) Any messages you post in the tab are also added to the channel feed.

Note If you’re using the mobile versions of Teams, you’re taken to the Salesforce mobile app to preview details from Salesforce records in custom tabs.