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Salesforce Sales Cloud and Microsoft Teams integration

Easily show your live Salesforce Sales Cloud data inside Microsoft Teams

Get the power of a smart assistant that talks to your Salesforce Sales Cloud data and pin relevant Adaptive Cards to the built-in dashboard

Screenshot of Microsoft Teams
App picker with Salesforce Sales Cloud selected
Salesforce Sales Cloud icon

Salesforce Sales Cloud

Live data

Your Salesforce Sales Cloud data is now securely showing in Microsoft Teams

Salesforce Sales Cloud icon connected icon microsoft-teams icon

Streamline your workflow by connecting Salesforce Sales Cloud with your Microsoft Teams app via adenin. This integration allows users to get smart answers directly from Salesforce Sales Cloud right in their Teams or even Outlook. Empowered with highly customizable Adaptive Cards, our smart chatbot functionality, dynamic forms, and an intuitive dashboard, your Microsoft 365 will suddenly feel like a brand-new, streamlined workspace.


  • Intelligent integration of Salesforce Sales Cloud into your Microsoft Teams app and Outlook
  • Easy-to-use Adaptive Cards for effective data representation
  • Smart chatbot mechanism to provide answers swiftly
  • In-built forms for capturing and transferring data
  • Handy dashboard for at-a-glance, crucial Salesforce Sales Cloud insights
  • Full compatibility with Microsoft 365 and MetaOS app


  • Consolidated view of Salesforce Sales Cloud data within Teams or Outlook
  • No need for constant app switching, reducing time wasted and increasing productivity
  • Adaptive Cards enhance data visibility and comprehension
  • Smart chatbot helps answer FAQ's quickly, reducing support tickets
  • Simple, dynamic forms make data input and transfer a breeze
  • Real-time dashboard provides key insights for informed decision-making
  • Expand your Microsoft 365 capabilities with the MetaOS app

Get started today and watch productivity skyrocket. Create your free account with adenin and experience the power of smart integration.

Connect Salesforce Sales Cloud to Microsoft Teams now

About adenin’s Microsoft Teams channel

Ask your adenin smart assistant anything in Microsoft Teams, just like you would ask a colleague. The built-in language processor, understands user questions naturally and pulls up the correct real-time data to fulfill their request. Save your team valuable time... Read more

Alternative chatbot to Microsoft Teams

Frequently asked questions about Microsoft Teams Salesforce Sales Cloud integration (FAQ)

What data sources are available for Salesforce Sales Cloud?

Salesforce Sales Cloud provides the following 0 data sources:

Is the Microsoft Teams integration free?

Yes, Microsoft Teams is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Microsoft Teams are free, the use of adenin (including using data from Salesforce Sales Cloud) incurs usage charges according to your plan. See the pricing page for details →

Who is the Microsoft Teams integration for?

adenin’s Microsoft Teams connector is a popular choice for Customer Service, Marketing and Sales teams at small to large organizations. The data sources that are built into Salesforce Sales Cloud (see above) are incredibly simple to integrate into Microsoft Teams and don't require any technical know-how. The adenin platform completely handles authenticating with Salesforce Sales Cloud and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Microsoft Teams.

Do I have to be a developer to use the Microsoft Teams integration with Salesforce Sales Cloud?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce Sales Cloud is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Salesforce Sales Cloud integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Salesforce Sales Cloud data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the Microsoft Teams integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Salesforce Sales Cloud data is safely delivered to Microsoft Teams?

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Sales Cloud data and in turn authorize us to share this data with Microsoft Teams. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Microsoft Teams) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Salesforce Sales Cloud integration for Microsoft Teams

With adenin you can easily integrate any business app into Microsoft Teams

  1. Click the Add button below

    adenin logoAdd Salesforce Sales Cloud to adenin
  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Salesforce Sales Cloud integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Salesforce Sales Cloud account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Salesforce Sales Cloud API.

    Image of Salesforce Sales Cloud securely connecting with authorization from user
    Salesforce Sales Cloud icon

    Salesforce Sales Cloud

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your Salesforce Sales Cloud Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Salesforce Sales Cloud works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s Microsoft Teams integration to your Microsoft Teams account.

Simply follow the Add to Teams button to open the adenin app in Microsoft Teams. Click Add to add it to your Teams account.

Then you can choose between Chat and Dashboard to either speak to the chatbot or see your personal dashboard.

If you see an error message like this, it's likely that you don't have the correct permissions to install our Teams app. Please contact your administrator.

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With all our other apps, your possibilities are endless

adenin’s Microsoft Teams integration isn't just limited to Automation applications, such as Salesforce Sales Cloud. Truly transform your Microsoft Teams experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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