Salesforce and Teams Integration

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         The Document from Salesforce and Microsoft is sufficient to do the Integration

 Apart from the documentation from the salesforce and Ms. Teams.

Coming to the Integration, It is done at both the ends that is Salesforce

configuration and Ms. Teams Configuration

Salesforce Configuration

Step 1: Setup -- Quick Search --- Team Integration.

Step 2: If you load the page you see the following message saying "Contact Your Account Executive".

Step 3: If you see the above message that is normal you can still

             Integrate Ms teams and Salesforce.

Step 4: Raise a Case to Salesforce from the salesforce team you will

             receive a $0 Agreement so you can sign.

Step 5: Once the Agreement is signed from your side they will open

             the portal which will look like this.




The rest of the configuration is the same as the documentation

        that is provided by the salesforce and Microsoft

Note: Once you Enable a Teams Integration, the

"Use Teams Integration" permission set will be created automatically

only assigned users can use Salesforce in Teams  



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