Hi everyone,
I need to connect Microsoft Teams to Salesforce. I'm part of the pilot program, but I've been told I need to get this implemented now. Can someone recommend connector software to do this? I saw Q!365 on the AppExchange, and I found zapier.com, automate.io, and natterbox.com. Does anyone have experience with any of these?
I need a way for salespeople to create an Opportunity, and then take the discussion with non-Salesforce Users to Teams, but have the conversation stored in one place.
Thanks!
2 commenti
Hi @Peter Martensen - Assuming that the mentioned pilot program is via Salesforce; have you checked out the support documentation? > https://help.salesforce.com/articleView?id=sf.teams_int_setup_configure_in_salesforce.htm&type=5 And enabled the App from the Microsoft AppStore? >
https://appsource.microsoft.com/en-us/product/office/WA200002221?tab=Overview