Microsoft Teams Integration: Bring Salesforce and Microsoft Teams Together for Service Reps (Pilot)

Your service teams use Salesforce to management customer relationships. They also chat in Microsoft® Teams and discuss topics relevant to their service cases. The Teams Integration provides context about Salesforce records from Teams channels and one-on-one chat conversations, eliminating switching between applications.

Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.

Note

Note

We provide the Teams Integration to selected customers through a pilot program that requires agreement to specific terms and conditions. To be nominated to participate in the program, contact Salesforce. Pilot programs are subject to change, and we can’t guarantee acceptance. Feature isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. You can provide feedback and suggestions for the Teams Integration in the Lightning Now group in the Trailblazer Community.