How does Salesforce Integrate with Microsoft Teams?

You may know that building an effective sales collaboration process leads to a higher number of closed deals. In fact, it’s not only a sales manager who closes deals. Today, it’s your entire sales team in collaboration with other departments who are working with prospects, understanding their needs, and searching for the ideal solution for them. But how do you build this ideal collaborative workspace where your salespeople can work together with other colleagues on closing sales deals effectively? How to integrate your CRM and other tools your co-workers use during their daily activities?  In this blog post, we’ll delve into how Salesforce integrates with Microsoft Teams!  

How does Salesforce integrate with Microsoft Teams?  

Since you’re on this page, we assume you already know what Microsoft Teams and Salesforce are. And now you’re wondering how to integrate both platforms. Indeed, you will need to integrate Teams and Salesforce in order to provide your team with an ideal digital workspace where they can collaborate on deals without jumping from one platform to another. Moreover, you can prevent information loss and improve your productivity since you store key information and collaborate on deals in one place. Well, let’s go through Salesforce and Teams integration benefits.  

Salesforce app for Microsoft Teams 

This year, Microsoft has announced that the Salesforce and Teams integration is now available for users. This means that the Salesforce app in Microsoft Teams is now available for installation and usage. And the sales teams that use Salesforce Sales Cloud and Service Cloud can bring their account data and records right into Teams environment. But how does Salesforce integrate with Microsoft Teams in practice?  

Salesforce app for Microsoft teams
How does Salesforce integrate with Microsoft Teams?

Share Salesforce records in Microsoft Teams  

First, the Salesforce and Microsoft Teams integration allows users to access their Salesforce records right in Microsoft Teams channels, chats, conversations, and meetings. This means that your colleagues no longer have to switch between applications. Moreover, your salespeople working in Salesforce can easily share records with their colleagues and store prospects’ information in one place.  

Benefits:  

  • Users who do not have a Salesforce licence now can collaborate with salespeople on the records without wasting time  
  • Starting conversations on key account and opportunities within the Teams environment  
  • Improved collaboration and support of hybrid way of working through the native integration and streamlined informational sharing.  

Add Salesforce as a new tab  

Another key feature is the ability to add Salesforce records as a new tab into your team’s channel. This means that your entire team can collaborate and start conversations on key deals, cases, and accounts records without leaving their Teams environment. Moreover, you will provide your team with an ideal digital workspace that aligns their everyday apps in a highly efficient way. 

Benefits:  

  • Saving time on performing daily tasks and manual information sharing  
  • Avoiding leaks of sensitive information  
  • Streamlined sales process and collaboration efficiency 

  

Building Automation for Salesforce and Microsoft Teams  

 In addition to the native Salesforce and Teams integration, you’re able to build automation and streamline your sales process even more. And you can easily do it using the Power Automate platform. With this tool, you can connect any app available in Power Automate. This works for Salesforce and Microsoft Teams connectors as well.  

For example, you’re able to notify your team in Microsoft Teams when a new record is created in Salesforce. With this simple flow, your team will be notified on each new record, and they can immediately start working on closing deals.   

Power Automate Teams Salesforce

Next, you’re able to improve your task management and create a task in Microsoft Teams each time a new record is created in Salesforce. As a result, your teammates will automatically receive a new task when a new activity is recorded in your CRM. For example, a marketing manager will receive a task on a playbook creation for a new Opportunity record in Salesforce.  


Power Automate Planner Salesforce
Explore more ready-to-use flows for Salesforce and Power Automate

Finally, let’s discuss advanced Salesforce and Power Automate integration capabilities. With SalesTim custom connector you are able to integrate Salesforce records with Collaboration Templates.  

create team for Salesforce record

This means, each time a new record is created in Salesforce, a pre-built workspace will be created automatically in your Teams environment. It includes a pre-built structure, a set of sales tasks, sales guidelines, file templates, and much more.  

sales deal room Microsoft Teams template

With SalesTim technology you’re able to perform many use cases, including:  

Explore more about SalesTim for Salesforce 

Salesforce and Microsoft Teams integration – use cases 

Now, let us walk you through some use cases you may perform when building an integration between Salesforce and Microsoft Teams.  

Collaborate on deals with your colleagues 

As we previously mentioned, in today’s business model it’s not only a sales rep who is working on closing a deal. Instead, the entire team, including a marketing manager, product developers, and project managers, work on developing customer relationships and closing deals. So how to align these people and provide them with an ideal digital workspace? Well, now you know how Salesforce integrates with Microsoft Teams and you can easily answer this question.  

Suppose you’ve built a Deal Room in your Microsoft Teams environment. There, your co-workers collaborate on opportunities, track deal progress, share proposals and sales pitches, and much more.  

deal management Teams template

At the same time, you salespeople work on opportunity information in Salesforce. They create new records and update contact information, activities, and insights. Well, with the Salesforce app for Microsoft Teams you can easily align these colleagues and drive sales wins.  

First, your sales reps can mention new Opportunity records right in the team’s channels. In this way, an entire team will stay focused on newly created deals. In addition, the key record information will be displayed on a card, including contact information, opportunity’s name, record type, and so on.  

This will simplify sales deal collaboration and your colleagues can start a new conversation, ask for advice, or share news without loss of information and wasting time.  

Read more about Opportunity Collaboration with Salesforce and Microsoft Teams. 

Perform territory management with Teams and Salesforce 

Next, let’s delve into one more scenario. Suppose you distribute your product across different territories in Europe. And you have a team per each sales area. There you can add the right people from sales, marketing, customer relationship, and other departments.   

Deal Room Territory Management Microsoft Teams

With this team structure focusing on territories your team members will have an exclusive responsibility for a particular area. This leads to improved collaboration and as a result to more closed deals.  

Together with this simple structure, you may need to provide these teams with their everyday tools. For example, add Planner with tasks, SharePoint sites, upload sales documentation, and add Power BI to easily track sales results.  

Again, don’t forget to add Salesforce records as a new tab if your sales reps manage deals and key accounts in Salesforce. Thus, your colleagues who are responsible for the particular sales area will have access to important record information, even if they don’t have a Salesforce license.   

Read more about territory management with Salesforce and Microsoft Teams

Case management with Salesforce and Microsoft Teams 

Finally, let us describe one more use case on Salesforce and Microsoft Teams integration. As you may know, your sales managers can perform an effective case management using the Salesforce platform. When a customer submits a request, your case manager needs to create a new case record in Salesforce.  

But it’s not just the manager who is working on a new claim or request. IT specialists, technicians or even legal department representatives may need to contribute to close a case. So how to align the case manager who creates cases in Salesforce with other colleagues who work on resolving these issues? Again, don’t forget that Salesforce easily integrates with Microsoft Teams!  

Case Management Teams naming

If you have a case management team in your Microsoft Teams environment, all you need to do is to sign in with your Salesforce account into the Salesforce app for Microsoft Teams. Thus, your team members can collaborate on new cases and process requests and claims in one place. Your case manager just needs to share a new case record via a Teams channel, mention the right person and immediately start the conversation on a new deal.  

Read more about case management with Salesforce and Microsoft Teams integration

Get pre-built workspaces for each Salesforce Record 

Previously we described the Salesforce integration with Collaboration Templates. With this technology, you’re able to automatically create a new team in Microsoft Teams for each new record in Salesforce. Sounds great? Well, check out how Salesforce integrates with Collaboration Templates in practice. 

Account Creation from Salesforce - Presentation

With this technology, you can structure your workspace and streamline your sales processes at scale. Just imagine that! Once a new record is created in Salesforce, a fully created workspace will appear in your Teams environment with:  

  • The same structure from one team to another  
  • Pre-built set of sales tasks 
  • Sales file templates and folder structure 
  • All essential content including the sales guidelines, pitches, and so on.   

Read more 

Don’t need to create an entire team for each Salesforce record? Well, create a new channel into the parent team for each Opportunity or Account record!  

salesforce-with-microsoft-teams

In this way you’re able to boost your sales collaboration and close more sales deals. Faster and more effectively! At scale!  

Explore more and improve your sales collaboration at scale!

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