Add Salesforce Records as Custom Tabs in Microsoft Teams Channels and Meetings

Conversations in Microsoft Teams are fast-paced and grow as a feed. So mentions of Salesforce records can be lost in the details. For quick access to a record’s details, add a Salesforce record as a tab in a Teams channel or meeting. Members can add collaboration details in the record tab in desktop and web versions of Teams. The collaboration details from the tab are added to the channel or meeting feed.

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

Note Adding Salesforce records as custom tabs is only available in the desktop and web versions of Teams. However, the custom tabs are viewable in mobile.

1. At the top of a Teams channel or meeting, click the + icon next the other tabs.
2. Search for the Salesforce app.
3. Search for and select the Salesforce record you want to add as a tab.
   

   Tip To include a visual queue to other people in the conversation that you posted the tab, select Post to the channel about this tab. Team members can click the mention to launch the tab from the conversation.
4. Save your selections.

The tab is available to all members of the channel or meeting. Depending on Salesforce admin settings for your org, the tab name is the record type, such as Salesforce Opportunity, or the record’s name.