I have found documentation on how to turn on the integration between MS Teams along with the features that would be enabled. Can someone help me understand if there is an ability for Salesforce to send MS Teams an alert to a chat or a Teams channel based on specific criteria? For example, I want a message to be sent to a specific Teams chat every time a Level 1 Support case is created in Salesforce.
Based on the documentation, it looks like information is more so flowing from MS Teams to Salesforce and not the other way around? Let me know your thoughts!
The functionalities I have seen are very limited. It seems that for now, all that you can do is:
- send a card with a record
- attach a record to the tab of a group
- see events in calendar
They floourish this a bit more in the documentation, but it is basically the same thing:
[https://appsource.microsoft.com/en-us/product/office/wa200002221?tab=overview]
With the integration, Salesforce users can:
- Pin Salesforce records to channels, chats, calendar meetings, and video conferences to easily keep access to CRM information -- with an expanded set of supported Salesforce records, including all standard and custom objects with an activity timeline
- Inline edit Salesforce records directly from Teams
- Post important conversation moments on the Chatter feed of Salesforce records pinned on tabs
- Mention Salesforce records in Teams channels and chats to facilitate collaboration
- Take advantage of Salesforce Meetings from the Teams calendar and video conferences to be fully prepared for customer calls, and follow up effectively. Salesforce Meetings are available to users in Sales Cloud Unlimited edition orgs only.
