How to integrate Microsoft Teams with Salesforce
To integrate Microsoft Teams with Salesforce, follow these steps:
- Go to your Salesforce website and click 'Teams integration'.
- Toggle to enable the integration features.
- Click 'Assign Permission Sets'.
- Select 'Manage Assignments'.
- Click 'Add Assignments' or select a user.
- Go to your Microsoft Teams account and click the add icon to add a tab to your Microsoft Teams.
- Search for 'Salesforce' and click on it.
- Click the drop down arrow to select a Salesforce record and pin it as a custom tab.
- That's it! You have successfully integrated Microsoft Teams with Salesforce.
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