We want to better understand the functionality/integration between Teams and Salesforce, especially as it relates to internal collaboration around prospects.
Two notes:
- We have seen the canned video demonstrations. But we'd like someone who can potentially answer questions about how the platforms work together.
- Right now, we are more interested in the functionality of the systems working together. So, when I mention integration, I'm more focused on what will stay in our Salesforce instance, what will remain in Teams, and how that information will be shared across platforms. We will worry about the technical components of integration once we know if it offers the functionality we need.
1 answer
Hey Stacy - what business processes/functions do you want to have integrated?
A great place to start looking at what is possible is here on Zapier: https://zapier.com/apps/microsoft-teams/integrations/salesforce
This would be a good way to connect the two tools.
