The Salesforce for Teams app brings Salesforce and Microsoft Teams together. If your organization is tied to Microsoft Teams for communication, users will no longer need to switch screens to access data and insights from Salesforce; the new app is an integration that makes it possible to surface information from Salesforce right within the Teams interface, adding valuable context to conversations in Teams channels and chats.
This anticipated app is now generally available as part of the Salesforce Summer ’21 release.
“Collaboration” has been the word circling the Salesforce industry, creating a real buzz since Salesforce announced their plans to acquire Slack; surely it’s time Teams got some attention? Let’s dive into the highlights of the new Teams and Salesforce integration.
- Mention Salesforce records: pull in an information card with Salesforce record data into Teams, for example a customer account record, or a high priority case that’s being ‘swarmed’
- Pin Salesforce records: for quick access to records on Teams channels, chats, and calendar meetings
- Update: edit Salesforce records directly from Teams
- Post to Chatter: record important conversation moments on the Chatter feed of Salesforce records pinned on tabs
- Salesforce Meetings: take advantage of Salesforce Meetings from meetings on the Teams calendar (available on Sales Cloud Unlimited edition).
What a fantastic addition for all organizations married to MS Teams. Why take users from where they are most happy, and productive? I predict this will also be a boon for Salesforce adoption, thanks to the record update capabilities that will keep Salesforce data and insights up to date. Visit the Teams for Salesforce download page to get started with this free app, and review the release notes to find out whether your Salesforce org is eligible.
“By connecting Salesforce CRM with Microsoft Teams, our joint customers can now benefit from a close connection of the chat and workspace capabilities of Teams alongside key information and actions from Salesforce – which makes team collaboration more focused and effective.”
– Doug Camplejohn, EVP & GM, Sales Cloud.