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Microsoft Teams + Salesforce

Microsoft Teams + Salesforce

Microsoft Teams + Salesforce integrations

Send chat messages in Microsoft Teams when fields on records are updated in Salesforce

Keep your team informed on Salesforce updates by automating the process. With this workflow, whenever a record field is updated in Salesforce, a chat message is promptly sent in Microsoft Teams. This ensures everyone stays in the loop and can act on the changes immediately, enhancing teamwork and efficiency.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  2. automatically do this!
    Send Chat Message
    Send Chat Message
    Send Chat MessageSends a message to an existing chat.
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About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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