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

Add Salesforce now

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

Improve employee happiness by 16%

Never miss another update with real-time Salesforce 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

Connect to Microsoft Teams app now

2. Connect your Salesforce account

by securely authenticating and selecting a data source

Salesforce

Integration of Salesforce data into Microsoft Teams app

3. Receive your live data

and never risk Microsoft Teams app users missing another update

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

Understand and engage with your customers better than ever with the Salesforce app. Keep on top of individual customer tasks and leads and get instant notifications when something new needs your attention. Additionally you can pin Cards to your Board which allows you to better monitor your contacts.

  • Turn adenin into a Sales productivity tool that allows you to efficiently stay on top your sales objectives
  • Get instant updates from your Salesforce account, including open cases, leads and tasks
  • Conveniently submit new cases, events or leads from the built-in forms
  • Offer Salesforce Cards on multiple built-in Channels, such as Microsoft Teams or SharePoint

Make custom Adaptive Cards using Salesforce's API

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Business travel request Card Business travel request Card
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Using the built-in Adaptive Card designer you can easily make your own Adaptive Cards using Salesforce's RESTful API. Let Digital Assistant handle all the pesky authentication, and just point the designer to a SOSL search of your choosing by clicking on the Connect to data source and entering the connection string /services/data/v54.0/query?q= followed by your URL-encoded SOSL search string.

Digital Assistant logoMake a Salesforce Adaptive Card

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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.