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Salesforce and Microsoft Teams integration

Easily show your live Salesforce data inside Microsoft Teams

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

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App picker with Salesforce selected
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Salesforce

Next events

Your Salesforce data is now securely showing in Microsoft Teams

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Unleash the power of Salesforce right inside Microsoft Teams with adenin’s intelligent integration. Say goodbye to switching between apps, and say hello to increased productivity, thanks to advanced Adaptive Cards, a smart chatbot, interactive forms, and a handy dashboard. And the best part? It seamlessly blends into your Microsoft 365 or MetaOS app ecosystem!

Features

  • Transform your Microsoft Teams into a comprehensive business solution by integrating Salesforce data
  • Display Salesforce data in Adaptive Cards for a more interactive and engaging user experience
  • Communicate with your data through our smart chatbot, making data retrieval as easy as chatting with a friend
  • Use forms within Teams to create new Salesforce entries without leaving your chat
  • Stay informed with a dashboard that offers a quick overview of your important Salesforce data
  • Seamlessly blend into your Microsoft 365 and MetaOS app ecosystem ensuring a unified user experience

Benefits

  • Minimize app switching and enhance productivity
  • Simplify data access with Adaptive Cards and smart chatbot
  • Easy data entry with in-chat forms
  • Stay updated with a consolidated dashboard
  • Seamless integration with your existing Microsoft 365 and MetaOS app ecosystem

Don't you want to make more of your Microsoft Teams? Start your free adenin account today and unlock the full potential of your business apps!

Connect Salesforce 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 integration (FAQ)

What data sources are available for Salesforce?

Salesforce provides the following 5 data sources:

Salesforce integration
Next events
See upcoming events from your Salesforce account
Salesforce integration
Open cases
See open cases from your Salesforce account
Salesforce integration
Open leads
See open leads from your Salesforce account
Salesforce integration
Open tasks
See open tasks from your Salesforce account
Salesforce integration
SOQL Query
View the results of an SOQL query from your Salesforce account.

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) 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, IT and Marketing teams at small to large organizations. The data sources that are built into Salesforce (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 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?

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

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

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

    Image of Salesforce securely connecting with authorization from user
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    Salesforce

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

  5. Modify or embed your Salesforce 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 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. 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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