Salesforce brings sales and service data into Microsoft Teams to support a hybrid workforce
This is great news for sales and service teams using Salesforce Sales Cloud or Service Cloud. Now they can collaborate around account data and records in their Teams workspace to provide a seamless buying experience. With the Teams integration, Salesforce users can now:
Pin records to Teams channel tabs and chats to make them easy to find.
Edit records directly in Teams. Post important conversation moments on the Salesforce Chatter feed of records pinned on Teams channel and chat tabs.
Mention Salesforce records ( opportunities, accounts, cases, contacts and leads) in Teams channels and chats to facilitate collaboration.
Preview more details about records mentioned in Teams channels and chats.