Run every Salesforce deal inside Microsoft Teams.

Most teams use Salesforce and Microsoft Teams daily but never connect them, creating information gaps and silos. This guide shows how to link the two and collaborate on opportunities without leaving Teams.

What's inside

• Why connect the twoHow integrating Salesforce and Teams closes information gaps, ends silo working and keeps the whole team aligned on deals.
• Share records and store filesMention, preview and edit Salesforce records in Teams, and store documents in SharePoint to cut Salesforce storage costs.
• Deal rooms and account teamsSpin up a structured team per opportunity or account, with guidelines, tasks and files, and notifications from Salesforce.
• Automate with templatesUse Power Automate and Collaboration Templates to create ready-to-go teams automatically whenever a new deal or account appears.

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