How to log activity history in Salesforce when a message is posted in Microsoft Teams

Step 1: Integrate Microsoft Teams and Salesforce with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on Microsoft Teams.
(3) From the Microsoft Teams sign-in screen, enter your account and log in.
※ Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

(4) Next, integrate Salesforce. Similarly, click Salesforce from the list of new connections in Yoom.
(5) From the Salesforce login screen, enter your "Username" and "Password" and click login.
※ Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.
Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

Once the integration is complete, Microsoft Teams and Salesforce will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Set up for when a message is sent in integration with Microsoft Teams

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "When a message is sent to a channel" in the app trigger.

(2) From the "Select Integration Account and Action" screen in Microsoft Teams, check if there is any error in the account information linked with Microsoft Teams, keep the trigger action as "When a message is sent to a channel," and click "Next."

(2) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown: 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest activation interval varies depending on the plan.

Scroll down and select the team ID and channel ID from the options.

Once the selection is complete, click "Test" at the bottom, and if no error occurs, click "Save."

Step 3: Extract Data from Text Using AI Features

(1) Next, use AI features to extract data from text.
Click "Extract Data from Text."
※ AI operations are available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

(2) Click "Change" from the "Select Action" screen.

Select the conversion type according to the number of characters in the text.

Once the selection is complete, click "Next."
(3) From the "Set Details" screen, enter the text to be extracted.
By selecting from the output as shown in the image, you can refer to Microsoft Teams information.

Scroll down and directly enter the items you want to extract, confirming the red line.
Once the input is complete, click "Test," and if no error occurs, click "Save" at the bottom.

Step 4: Integrate with Salesforce to Search Account Object Records and Register Activity History

(1) Next, integrate with Salesforce to search for account object records.
Click "Search Account Object Records."

(2) From the "Select Integration Account and Action" screen in Salesforce, check if there is any error in the account information linked with Salesforce, keep the action as "Search Account Object Records," and click "Next."

(3) From the "API Connection Settings" screen, confirm the red line and enter the search field name, My Domain URL, and fields to be retrieved.
Select values from the output.

Once the input is complete, click "Test," and if no error occurs, click "Save" at the bottom.
(4) Next, register the activity history in the account object.
Click "Register Activity History in Account Object."

(5) From the "Select Integration Account and Action" screen, check if there is any error in the account information linked with Salesforce, keep the action as "Register Activity History in Account Object," and click "Next."

(6) From the "API Connection Settings" screen, confirm the red line and enter the My Domain URL.

• My Domain URL: Direct input
• Account ID: Select from output
• Subject: Select from output
• Date: Select from date

Scroll down and select the priority from the dropdown.
The content entered in the comments will be registered in Salesforce.
By using the output, you can refer to Microsoft Teams information.

Once the input is complete, click "Test," and if no error occurs, click "Save" at the bottom.
(7) Finally, click "Turn on Trigger."

This completes the flow bot "Register activity history in Salesforce when a message is posted in Microsoft Teams."

Other Automation Examples Using Microsoft Teams and Salesforce

At Yoom, we have other examples of automation using Microsoft Teams and Salesforce, and we would like to introduce a few of them.

1. Obtain Salesforce Reports Daily and Notify Microsoft Teams

By utilizing this flow, you can make quick decisions based on the latest data, which is expected to improve team performance. Additionally, since notifications are automatically sent to Microsoft Teams daily, you can prevent missing any updates.

2. Notify Teams when opportunity information is updated in Salesforce

When opportunity information is changed in Salesforce, you can automatically notify Microsoft Teams of the content. This is expected to facilitate smooth information sharing. It will be particularly useful for management departments and sales representatives who want to promote smooth information sharing between different departments.

3. Send a Template Email via Gmail Using Salesforce Contact Information

You can automatically send a template email via Gmail using contact information from Salesforce. The email content can be freely customized, and attachments can be included.

For those who want to check templates using Microsoft Teams or Salesforce, please visit the following site.

List of Flowbot Templates Using Microsoft Teams

List of Flowbot Templates Using Salesforce

Summary

By integrating Microsoft Teams and Salesforce, you can gain many benefits such as improved efficiency in information sharing, prevention of input errors, and enhanced team transparency.
In particular, the ability to simplify time-consuming tasks such as sharing meeting minutes and registering activity logs will contribute to increased productivity for sales teams. Additionally, since the operation is intuitive and can be smoothly integrated into existing workflows, implementation seems easy!
If you want to reduce daily work burdens while achieving more strategic sales activities, please consider it.