New Salesforce app lets you access data in Microsoft Teams

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People can now access Salesforce data in Microsoft Teams channels, chats, conversations, and meetings.

Microosft Teams iOS and Surface
Microosft Teams iOS and Surface (Image credit: Windows Central)

What you need to know

  • A Salesforce app is now available for Microsoft Teams.
  • The app allows people to bring account data and records from Salesforce into Teams.
  • It is a collaborative app, which is a new class of applications that developers can build for Teams.

Salesforce just released an app for Microsoft Teams, which aims to improve collaboration. The app lets people bring account data and records from the Salesforce Sales Cloud or Service Cloud into the Microsoft Teams workspace.

Microsoft explains that the new Salesforce app for Teams is an example of a collaborative app. These types of apps were announced at Build 2021 and help people work synchronously and asynchronously.

With the Salesforce app for Teams, people shouldn't have to jump around between windows as much. Data from Salesforce will be directly accessible within Teams.

"Now, sales and service teams using Salesforce Sales Cloud or Service Cloud can bring account data and records into their Teams workspace for better collaboration," says Microsoft. "Sales and service reps no longer need to switch between windows to find key data; it's all in one workspace so teams can stay aligned and work efficiently."

People can access Salesforce records in Teams channels, chats, and meetings.

Source: Microsoft (Image credit: Source: Microsoft)

Microsoft highlights five features that Salesforce users can use with the Teams integration:

  • Pin records to Teams channel tabs and chats to make them easy to find
  • Edit records directly within 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.

The Salesforce app for Teams launched in preview back in October 2020 but is now generally available.

This new app helps Teams keep pace with Slack in another key area. Salesforce has similar functionality within Slack, which it now owns.

Salesforce App
Salesforce for Teams


The Salesforce app for Teams allows people to access Salesforce records in Microsoft Teams channels, chats, conversations, and meetings.

Sean Endicott
Sean Endicott
News Writer and apps editor

Sean Endicott is a tech journalist at Windows Central, specializing in Windows, Microsoft software, AI, and PCs. He's covered major launches, from Windows 10 and 11 to the rise of AI tools like ChatGPT. Sean's journey began with the Lumia 740, leading to strong ties with app developers. Outside writing, he coaches American football, utilizing Microsoft services to manage his team. He studied broadcast journalism at Nottingham Trent University and is active on X @SeanEndicott_ and Threads @sean_endicott_.