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Tanner Barrong (Arizona State University)
2021年7月19日 21:06
Microsoft Teams messaging within Salesforce?

Hello! I'm hoping to understand if there is a way to implement Teams messaging within a Salesforce interface. I am aware of the current Teams/Salesforce integration that allows Teams messages using Salesforce data, records, etc. I am wondering if there is a way to build out a button/link in a Salesforce interface that sends the user directly to a Teams message to send to other users. Potentially even including information from the Salesforce page within the Teams message. Thanks!

 

#MS TEAMS #Instant Messaging #Auto-populate #Integration 

3 件の回答
  1. Chris E
    2023年12月31日 2:17

    In the event anyone comes across this later, another option you might want to take a look at https://www.cyfunolabs.com who has an app for sending Notifications into Teams from Salesforce that might help out. 

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Ryan Blackadar が「Salesforce Flow Automation」で質問
2023年11月28日 21:02
Error while installing MSTeamsActions from UnofficialSF

I'm running into an issue installing the MSTeamsActions package from UnofficialSF. I've pasted the error message below. We actually have version 3.3 of the dependent package (FlowActionsBasePack) installed in the org.

 

Has anyone ran into a similar issue and found a workaround? Thanks!

#Unofficial SF #MS TEAMS #Outlook/Teams/Gmail #Microsoft Teams

Problem:1.  Invalid Upgrade.The package you're installing depends on package 'FlowActionsBasePack', version '2.16'. Install package 'FlowActionsBasePack' in the target org before you install package 'MSTeamsActions'.
4 件の回答
  1. Alex Edelstein (Salesforce)
    2023年12月10日 0:55

    I've updated the package to version 1.1. This version is designed to work with the latest base packs and datatable. Try it out and see if it all installs properly.

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Jenny K. (N/A の Saleforce Admin) が「#Integration」で質問
2021年8月17日 17:46
Salesforce for Teams app

Does anyone know if "Salesforce for Teams" app allows file sharing between MS Teams and Salesforce? There is no mention of file sharing feature on app overview page. Here is the link to this app: https://appsource.microsoft.com/en-us/product/office/WA200002221?tab=Overview

 

#Integration

1 件の回答
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    2021年8月17日 19:01

    Hello,

     

    I've used Salesforce for Teams historically and as far as I am aware it simply provides the ability to insert a 'Record Card' for select standard objects to expose key information in Teams Messages a bit like the Highlights Panel in Lightning.

     

    I'm pretty sure in this current form there is no ability to share files using this integration it's simply Record Cards and Meetings if you have Unlimited Edition.

     

    Thanks, Tom

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Emily Ernst (Sentry Data Systems)
2021年7月20日 19:14
With the Team Integration feature, can you dial a SF Contact right from Team?

We use Teams as our phone system. Can you dial out directly from the Contact Object with Teams?

 

#MS TEAMS

1 件の回答
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    2021年7月21日 19:56

    Hello,

     

    The Teams Integration allows you to surface Salesforce Records from particular objects in Teams Messages and there is no dialler type functionality.

     

    If you wanted Click-to-dial eg. pressing on a Contact Record in Salesforce calls the number using teams then you'd be looking at a function called CTI.

     

    There are 3rd party connectors for this here;

    https://www.tenfold.com/integrations/salesforce/microsoft-teams

    https://www.natterbox.com/about/newsroom/natterbox-links-voice-component-of-microsoft-teams-to-salesforce/

     

    Alternatively you'd be looking at setting up your own connection which would likely require developer expertise to achieve.

     

    Thanks, Tom

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Alex Jun (Packsize) が「* Outlook/Teams, Gmail, and Inbox *」で投稿
2020年12月4日 15:26

I am trying to get the MS TEAMS integration up and running in my sandbox but am running into difficulties.  When i try to authenticate my salesforce credentials within MS TEAMS i am only given the option to log into my production org via login.salesforce.com.  Since I am trying test in a sandbox environment I need to get to test.salesforce.com.   I only have MS TEAMS activated and provisioned to my license in a sandbox at the moment.  I have not figured out a way to get out of the login.salesforce.com and switch to test.salesforce.com, has anyone come across this and if so how did you get past?

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