Your sales and service teams use Salesforce to manage customer
relationships. They also chat in Microsoft® Teams and discuss topics relevant to their sales
pipeline and service cases. The Teams Integration provides context about Salesforce records from
Teams channels and one-on-one chat conversations, eliminating switching between applications.
Salesforce users can mention Salesforce records in Teams to facilitate collaboration. They can
preview details of records that others post, pin records to channel tabs for easy access, and
keep records up to date with inline editing. Reps can also post important moments to Salesforce
record Chatter feeds, all directly from Teams.
Where: This change applies to Lightning Experience in Enterprise, Performance,
Unlimited, and Developer editions.
Who: The Teams Integration is available to Salesforce orgs with either Sales or Service
Cloud. When enabled, the integration features are available through the Salesforce app in
desktop, mobile, and web versions Teams.
How: For information about joining the pilot, contact your Salesforce account