What's new in Salesforce for Microsoft Teams?
Add Salesforce Records as Custom Tabs in Microsoft Teams Channels... Enable User Control of Email Notifications for Tasks in Salesforce... Enable Recurring Tasks in Lightning Experience and the Salesforce... Supported File Types for Lightning Email Attachments in Packaging... Social Accounts, Contacts, and Leads: What’s Different or Not...
How do I access the reports in Microsoft Teams?
To access the reports, you must be a global admin in Office 365, Teams service admin, or Skype for Business admin. Go to the Microsoft Teams admin center, in the left navigation, select Analytics & reports, and then under Report, choose the report you want to run.
Why do we want to work with Salesforce?
Addressing customer demands, giving teams a shared view of every customer, and making collaboration and meetings between teams easier is the goal with our collaboration with Salesforce. We are pleased to announce the availability of the Salesforce in Microsoft Teams pilot.
How can my organization use the reports from the reports?
Your organization can use the information from the reports to better understand usage patterns, help make business decisions, and inform training and communication efforts. To access the reports, you must be a global admin in Microsoft 365 or Office 365, global reader in Microsoft 365 or Office 365, Teams service admin, or Skype for Business admin.
Can you integrate Salesforce with Microsoft Teams?
The Salesforce integration with Microsoft Teams lets team members mention and interact with Salesforce records directly in desktop and mobile versions of Microsoft Teams. Review the features available in each environment. To integrate Salesforce with Microsoft Teams, complete the required Salesforce setup.
How do you add reports to in MS Teams?
In this articleIn the left navigation of the Microsoft Teams admin center, click Analytics & reports > Reporting labels.Click Upload data.In the Upload data pane, click Select a file, and then browse to and upload your edited . csv or . tsv file.Click Upload.
How do you view reports on a team?
View the user activity reportIn the left navigation of the Microsoft Teams admin center, select Analytics & reports > Usage reports. On the View reports tab, under Report, select Teams user activity.Under Date range, select a range, and then select Run report.
How do I create a team report in Salesforce?
0:233:55Creating Team Reports in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipReport under the administrative. Reports. We're gonna go ahead and click on that and create. NowMoreReport under the administrative. Reports. We're gonna go ahead and click on that and create. Now that we have this report generated this is a report of every user inside of your Salesforce instance.
Can you build a dashboard in Microsoft Teams?
Each group and one-to-one chat in Teams for personal and small business use has a Dashboard, where you can find shared files, locations, calendar items, tasks, and more. To access a Dashboard, select the chat, then select the Dashboard tab at the top of the screen.
How do I get a team meeting report?
In the meeting invite , open the meeting, and select the Attendance tab. You can view the data directly in Teams. For recurring meetings, select the report you want to view from the dropdown list.
What can Microsoft Teams see?
From what I could see, Teams hoovers up all your chats, voicemails, shared meetings, files, transcriptions, your profile details including your email address and phone number, and a detailed analysis of what you were wearing on the call.
How do I get Microsoft Teams Analytics?
There's also a way to get usage data analytics for a team that you're a member or an owner of.Go to the team that you want info about, select More options , and then select Manage team .At the top of the team page, select Analytics.Choose a date range to show the usage data for that team.
Is there an audit log in Microsoft Teams?
To retrieve audit logs for Teams activities, go to https://compliance.microsoft.com and select Audit. On the Search page, filter the activities, dates, and users you want to audit. Export your results to Excel for further analysis.
How do I pull a report from Salesforce?
To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab. If you're already viewing a report, click Run Report to run it.
How do I share a report in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do I view reports in Salesforce?
Reports in Salesforce allow you to see a set of records displayed in a table, summary, or matrix format, similar to what you'd see in a spreadsheet. To get to reports, click Reports from the navigation menu. Select a report to run it.
What is Salesforce integration?
The Salesforce integration allows customers to access their Salesforce records in Teams channels, chat conversations, and meetings. This helps increase internal alignment and save time by no longer having to switch between applications.
Is Salesforce available in Microsoft Teams?
The Salesforce app in Microsoft Teams is now Generally Available. 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. 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.
Salesforce and Microsoft Teams Integration
By integrating Salesforce with Microsoft Teams, you’re able to improve collaboration and bring all data and content in a single workspace. This allows you to save work time and avoid information loss and miscommunication between different team members.
The capabilities of Salesforce with Microsoft Teams
Mention Salesforce records right into Teams channels or chat conversations. With this option, you’re able to start a conversation on any record with the possibility to attach documents, links, or write customized comments.
Salesforce with Microsoft Teams – Use Cases
Alright, everything sounds great in theory. Now, we suggest you explore real use cases of Microsoft Teams and Salesforce integration. Build different teams with channels, customize tabs, add Salesforce, and much more
