Enabling the Teams Integration is a two-part job. You turn it on in Salesforce Setup and assign access, then a Microsoft Teams administrator provisions the Salesforce app in the Teams admin center. Do the Salesforce side first, then coordinate the Teams side.
- Open the Teams Integration setup page
In Salesforce Setup, type Teams in the Quick Find box and select Teams Integration. This is the central page for the feature.
- Turn on the feature and accept the agreement
Switch on the setting that lets users access Teams Integration features. Salesforce displays an agreement you must read and acknowledge before the change is saved.
- Assign the permission set
Assign the User for Teams Integration permission set to every user who needs to work with Salesforce records from inside Teams. Without it, the app will not load CRM data for them.
- Provision the app in Microsoft Teams
Have your Microsoft Teams administrator make the Salesforce app available in the Teams admin center so users can add it. Then users authenticate to Salesforce the first time they open it.
The master toggle on the Setup page. It must be on for any of the Teams capabilities to work.
Enables the integration for an individual user. It gates access to the feature but does not override object, field, or record permissions.
The trust link between Salesforce and Microsoft Teams. Deauthorizing it in Setup is how you revoke a stale or compromised connection.
- Turning on the Salesforce toggle is not enough. If a Teams admin never provisions the Salesforce app in the Teams admin center, users will not find it to add.
- The integration never expands access. A user sees only the records and fields their Salesforce sharing, profile, and permission sets already allow, even on a pinned channel tab.
- It requires Lightning Experience in Enterprise, Performance, Unlimited, or Developer edition with Sales Cloud or Service Cloud. Classic-only or lower editions cannot use it.
- Remember to remove the permission set when someone changes roles or leaves, since it is what keeps their CRM access in Teams alive.