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Connect Salesforce and Microsoft Teams for IT Services

Connect Salesforce and Microsoft Teams for IT Services

Connect Salesforce and Microsoft Teams to give employees and IT teams access to IT services, support tickets, and collaboration features in Microsoft Teams. Choose an automated or manual configuration method based on your organization’s requirements.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
  • Configure Salesforce and Microsoft Teams Automatically
    Streamline the Salesforce and Microsoft Teams integration by automatically installing the authentication components. Create a Microsoft Entra ID application, configure the generated named credential, and obtain Azure administrator consent.
  • Configure Salesforce and Microsoft Teams Manually
    Configure the Salesforce and Microsoft Teams integration manually, including single sign-on, external credentials, the authentication provider, and Microsoft Entra ID callback URLs.
 
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