How to Log an Activity History in Salesforce When a Message is Posted in Microsoft Teams

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 for any errors in the account information integrated 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 menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

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

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

Step 3: Use AI Features to Extract Data from Text

(1) Next, use AI features to extract data from text.
Click on "Extract Data from Text."

(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 reference Microsoft Teams information.

Scroll down and directly enter the items you want to extract, confirming with the red line.
Once the input is complete, click "Test," and if no errors occur, 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 account object records.
Click on "Search Account Object Records."

(2) From the "Select Integration Account and Action" screen in Salesforce, check for any errors in the account information integrated with Salesforce, keep the action as "Search Account Object Records," and click "Next."

(3) From the "API Connection Settings" screen, confirm with 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 errors occur, click "Save" at the bottom.
(4) Next, register activity history in the account object.
Click on "Register Activity History in Account Object."

(5) From the "Select Integration Account and Action" screen, check for any errors in the account information integrated with Salesforce, keep the action as "Register Activity History in Account Object," and click "Next."

(6) From the "API Connection Settings" screen, confirm with 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 menu.
The content entered in the comments will be registered in Salesforce.
By using the output, you can reference Microsoft Teams information.

Once the input is complete, click "Test," and if no errors occur, 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

In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Microsoft Teams and Salesforce.

If you find something interesting, please give it a try!

Automation Examples Integrating Microsoft Teams and Salesforce

You can receive daily Salesforce reports and notify Microsoft Teams, or notify Microsoft Teams when deal information is updated in Salesforce.
Additionally, it is possible to set up a notification to Microsoft Teams when a deal phase is completed in Salesforce.

Automation Example Using Microsoft Teams

Notify Microsoft Teams When a Record is Added to the Database

Automatically notify Microsoft Teams when a record is added to Notion, Google Sheets, or similar platforms.

After a web meeting, transcribe and summarize the content, and notify Microsoft Teams

After a meeting on Zoom or Google Meet, automatically transcribe and summarize the content, and notify Microsoft Teams.

Notify Microsoft Teams of Information Submitted via Form

Automatically notify Microsoft Teams of information submitted via Google Forms, etc.

Example of Automation Using Salesforce

Send Template Emails from Salesforce Lead Information Page

Automatically send template emails from the Salesforce lead information page using Gmail or Outlook.

Add to Calendar When a Record is Created or Updated in Salesforce

Automatically register events in Google Calendar or Outlook Calendar when a record is created or updated in Salesforce.

Create a folder in cloud storage when an account is registered in Salesforce

Automatically create a dedicated folder in OneDrive, Box, etc., when an account is registered in Salesforce.

Additionally, if you 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

Benefits and Examples of Integrating Microsoft Teams and Salesforce

Benefit 1: Streamlining Information Sharing

The system where meeting minutes after a business negotiation are shared in a dedicated Microsoft Teams channel and automatically registered as activity history in Salesforce should facilitate smooth information sharing within the sales team.
For example, by simply posting information in a channel accessible to all sales representatives, details of the negotiation and the next action plan can be shared smoothly. This eliminates the need for multiple members to chase information separately, allowing for efficient information management.
This system is particularly effective in a remote work environment, enabling the entire team to share the same information across distances, which is convenient.

Benefit 2: Reducing Frequency of Accessing Salesforce

Isn't logging into Salesforce every time to register activity history a burdensome task for sales representatives?
With the integration of Microsoft Teams and Salesforce, by simply posting a message in a dedicated channel for registering activity history on Microsoft Teams, the necessary information is automatically reflected in Salesforce.
For example, even when posting meeting minutes, it can be easily operated on Microsoft Teams, allowing members unfamiliar with the Salesforce interface to use it smoothly.
Reducing the time spent on tool operation may lead to increased productivity.

Benefit 3: Reducing Human Input Errors

Manual input into Salesforce is prone to information omissions and errors, which may result in important business negotiation data not being accurately recorded.
On the other hand, by automatically registering the content posted on Microsoft Teams into Salesforce, such risks can be reduced.
For example, if a sales representative posts meeting minutes on Microsoft Teams after a negotiation and it is reflected in Salesforce, the reliability of the recorded content may improve. Additionally, when the flow of conversation and details of the negotiation are saved as is, not only the representative but also supervisors and related departments can easily grasp the situation.
With automation, accurate records are accumulated, enabling sales activities without omissions or leaks!

Conclusion

The integration of Microsoft Teams and Salesforce seems to offer many benefits, such as streamlining information sharing, preventing input errors, and enhancing team transparency.
In particular, the ability to simplify time-consuming tasks such as sharing meeting minutes and registering activity history will contribute to improving the productivity of the sales team. Moreover, since the operation is intuitive and can be smoothly integrated into existing workflows, implementation is easy!
If you want to reduce daily work burdens while achieving more strategic sales activities, please consider it.