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Turn On Microsoft Teams Integration
Turn on Microsoft Teams integration for your Salesforce org. Accept the terms of service and enable video integration.
Required Editions
| Available in: Lightning Experience |
| Available in Einstein Conversation Insights, which is available in Starter, Pro, Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions |
| User Permissions Needed | |
|---|---|
| To enable Einstein Conversation Insights: | Customize Application |
| To connect Microsoft Teams accounts | Microsoft Teams admin access |
Note Prior to enabling Microsoft Teams integration, make sure your Teams settings are configured
for optimal use with Einstein Conversation Insights.
- From Setup, in the Quick Find box, enter Microsoft Teams Video Setup, and then select Microsoft Teams Video Setup.
- Accept the terms of service.
- Optionally, add excluded email addresses and domains. Meetings with attendees on the excluded lists aren’t recorded.
-
Turn on Microsoft Teams integration.
Microsoft Teams admin credentials are needed to enable video integration.
It can take a couple hours for calls to sync and initial processing to complete. Do not try to turn the integration off and on again during this time.
To improve speaker identification, we recommend turning on Einstein Activity Capture. Einstein Conversation Insights can use Einstein Activity Capture calendar integration to match call participants with existing contact records.
After video recording providers are enabled at the org level, users need to connect their accounts to use them with Einstein Conversation Insights.
Note For orgs using Vendor Transcript Processing, Microsoft Teams supports transcription in
dozens of languages. For a full list, see the help resources for Microsoft Teams.
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