Easily integrate your Salesforce Service Cloud data into Microsoft Teams app with our integration

Modernize your CRM platform by bringing your Salesforce Service Cloud data
straight to your organizations' Microsoft Teams app instance

Improve employee happiness by 16%

Never miss another update with real-time Salesforce Service Cloud data

Make better use of your Microsoft Teams app investment

1. Install the Microsoft Teams app integration

You can simply add our adenin platform to Microsoft Teams app by following the below button

2. Connect your Salesforce Service Cloud account

by securely authenticating and selecting a data source

Salesforce Service Cloud

Integration of Salesforce Service Cloud data into Microsoft Teams app

3. Receive your live data

and never risk Microsoft Teams app users missing another update

Your Salesforce Service Cloud data
Finished connector results in your Salesforce Service Cloud data being embedded into Microsoft Teams app
Connect Salesforce Service Cloud to Microsoft Teams app now

With the Service Cloud app for Digital Assistant, you get your latest cases straight on your Digital Assistant Board. Especially when tickets arrive in a shared mailbox, it can be hard to realize when there is a new case assigned to you.

But the Service Cloud app places a convenient Adaptive Card on your Board, that shows you all of your open cases that even be sorted by priority

  • No more manually checking your Service Cloud, just sit back and watch your Digital Assistant Board for the latest cases
  • Submit new cases from the companion Create case Card that you can invoke anywhere you're Digital Assistant is available, e.g. Microsoft Teams, Chrome extension, etc

Use built-in Adaptive Cards

See a list of your Salesforce cases so you quickly spot whenever you have a new case open, without having to manually check your inbox. Perfect for when Salesforce cases go to a shared mailbox.

Digital Assistant logoInstall this Card

Get an alternative version of this Card where your cases are sorted by priority (requires Priority to be an available field in your Salesforce instance)

Digital Assistant logoInstall this Card

Open a new case directly in Salesforce without breaking your flow. This Adaptive Card can be easily pinned to your Board or embedded into any other channel where your Digital Assistant is available

Digital Assistant logoInstall this Card

Make your own Adaptive Cards with Salesforce Service Cloud

Travel Request Card from Concur Travel Request Card from Concur
Business travel request Card Business travel request Card
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The built-in Cards are Adaptive Cards which you can easily customize to match your requirements by clicking on ··· and then Edit in Designer. But you can also make entirely new Adaptive Card for Salesforce Service Cloud using the built-in Adaptive Card designer.

It will automatically connect with Salesforce's RESTful API and take care of the authentication. All you have to do is direct the Designer to a SOSL search of your choosing. To do this click on Connect to data source and enter the connection string /services/data/v54.0/query?q= followed by your SOSL search string.

Digital Assistant logoMake an Adaptive Card for Salesforce Service Cloud

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Ask your smart assistant as if it was just another colleague, with the intelligent chatbot for Microsoft Teams. Just ask it any question and have it pull up real-time information, or browse your pinned Cards.

The Assistant app for Microsoft Teams is a great way to upgrade your Digital Workplace experience to include an easy point of access to any other cloud apps you use in your organization. Any app Digital Assistant is connected to can be queried from the chatbot feature in the Assistant Teams app, just use a natural question and the AI engine will match your intent to available Cards.

Using Adaptive Cards, the Digital Assistant bot sends responses in the form of interactive Cards. See rich media responses including images, charts and graphs, fill out forms on-the go, and take actions with Adaptive Card buttons directly from within Microsoft Teams.

  • Directly look up data from any other cloud application with the conversational chatbot interface

  • Get real-time information in the form of Adaptive Cards which can be customized to include different layouts, interactive buttons or even charts

  • Access Cards pinned to your Board and browse your latest notifications from the Board and Notifications tab

  • Add the Assistant to group chats to pull up vital data in your group conversation and add context without having to link out to another page

All product names, logos, and brands are property of their respective owners. All company, product and service names used on this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.