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Salesforce Service Cloud and Microsoft Teams integration

Easily show your live Salesforce Service Cloud data inside Microsoft Teams

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

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Screenshot of Microsoft Teams
App picker with Salesforce Service Cloud selected
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Salesforce Service Cloud

Live data

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

Salesforce Service Cloud icon connected icon microsoft-teams icon

Add a supercharge to your workflow with the adenin integration for Salesforce Service Cloud and Microsoft Teams. Now, your sales data and team communication live in the same place. With features like Adaptive Cards, smart chatbot, forms, and a customizable dashboard, this potent integration is a game-changer for your business workflow.

Features and Benefits

  • Display your Salesforce Service Cloud data directly in Microsoft Teams using Adaptive Cards. This means important data is always at your fingertips, reducing the need to switch between apps.
  • Have a conversation with your data! Our smart chatbot makes data querying as simple as asking a question in plain English.
  • Collect data seamlessly with our forms feature. Capture information right within Teams, update your Salesforce Service Cloud, and keep everything in sync.
  • Get a quick overview of your business performance with our integrated dashboard. Visualize your Salesforce data without leaving Microsoft Teams.
  • Seamlessly integrate with your Microsoft 365 suite. The Salesforce and Teams integration plays nicely with all your favorite Microsoft apps.
  • Ready for MetaOS? This integration works as a MetaOS app, meaning it's future-proof and ready for whatever Microsoft has in store.

Ready to streamline your workflow and make data accessibility a breeze? Start your free account with adenin today and let's make work fun again!

Connect Salesforce Service 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

ChatGPT

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

What data sources are available for Salesforce Service Cloud?

Salesforce Service 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 Service 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, Human Resources and IT teams at small to large organizations. The data sources that are built into Salesforce Service 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 Service 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 Service Cloud?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce Service 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 Service 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 Service 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 Service Cloud data is safely delivered to Microsoft Teams?

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Service 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 Service 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 Service 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 Service Cloud integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Salesforce Service 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 Service Cloud API.

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

    Salesforce Service Cloud

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

  5. Modify or embed your Salesforce Service 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 Service 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 Helpdesk applications, such as Salesforce Service 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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