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#Microsoft Teams0 人正在讨论

Hey Trailblazers 

 

Our company is heavily using Microsoft Teams, so it doesn't look like Slack will be an option for us anytime soon. I know there is a MS Teams integration with Salesforce, however has anyone found good use cases for it? It looks like you can mention records in Teams, and edit them in a display view, but that's really about it. Does anyone have Sales or Service users that are finding benefit to that integration and if so, how are you using it? 

 

Thank you in advance for sharing!  

 

#Microsoft Teams  #Microsoft Teams Integration

1 条评论
  1. 2024年6月7日 21:58

    The Salesforce Teams integration you mention is mostly for the Teams users being able to interact with Salesforce, for pulling records.  I found this lacking, so I built my own AppExchange app that supports sending notifications with an aim to fully replace the Salesforce -> Slack capabilities. This would allow you to send Closed Won Oppty alerts, or High Priority Case notifications (or anything else you can dream up).

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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 个回答
  1. 2023年12月10日 00:55

    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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We are now in business with the new Microsoft Teams integration Pilot. Was super simple to set up and provision. I know there isn't a lot to it (add records to feed/chats, pin records to channels and update them from there), but keen to hear if anyone ran into any limitations/issues (I know it only works with 5 objects right now). I'd also be keen for a separate "Teams Integration" group as "teams" is a word used a fair amount so searching for info and help on it can be harder. Any advice as a newbie is appreciated.  

16 条评论
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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 条评论
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Hi we like to integrate Microsoft Teams dialing through Salesforce.

Please provide necessary information about this integration.

2 条评论
  1. 2020年11月10日 21:51
    For CTI capabilities, consider partner solutions like TenFold, or Natterbox, and more.
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Hi,

 

I'm am a Beta User for the Salesforce/Teams integration and have some suggestions;

 

(1) Support for Formula fields

(2) Support more than 4 fields in the Lightning Card shown in Teams, if the Compact Layout has more fields

 

@Tony Di Carlo FYI

4 条评论
  1. 2020年10月30日 17:01

    Hi Tom,

    Those comments are noted. At this point, we're not looking at adding more fields in the card that displays when a Salesforce record is mentioned using its compact layout.

    Users will see more details by clicking on the Preview button provided in the record mention card, and see many more fields there.

    Editing a record is a more complex flow and that's why it must be taken from the record once it's been pinned on a channel or chat tab.

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Hi to you all

How can i joined to Microsoft Teams integration pilot?

 

Thank you👍

5 条评论
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I watched the Release Readiness Live webinar last week, and they mentioned a Microsoft Teams integration that was being released in Winter 2021.  I've googled it and read all of the Release Readiness pages I can find, but I can't find any information about that.  Can anyone tell me where I can find information about how to implement that and it's functionality?

Thanks

4 条评论
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