4 Important Features Of Salesforce & Teams Integration

1. Record Mentions And Preview

Salesforce Teams integration allows you to mention any Salesforce record within the Teams channel or chats. 

Personalized Teams Tabs

2. Personalized Teams Tabs

You can add customized channel tabs in your team’s environment for quick access to records from Salesforce.

3. Record Modification

With this integration, you can directly edit existing salesforce information and records, like contact details or opportunity stages, within the Teams environment.

4. Task Integration

Microsoft Teams Salesforce integration ensures seamless synchronization of information and tasks.

Check out features, use cases and steps to integrate Microsoft Teams with Salesforce