Microsoft Teams + Salesforce
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.
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.
- When this happens...Updated Field on Record
Triggers 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.).
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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