Microsoft Teams with Salesforce

OPPORTUNITY COLLABORATION

Connect Salesforce with Microsoft Teams and manage any Salesforce Records right from Microsoft Teams. Automatically create teams or channels from the template when a new opportunity is created
salesforce-teams

Connect Salesforce

Easily connect Salesforce to your Microsoft Teams environment using nBold platform and improve your sales deal collaboration with Microsoft Teams and Salesforce.

Sync with a team

Get an automatically created team from the Sales Deal Collaboration template each time you create a new Opportunity in Salesforce. Standard and private channels, files and folders, tabs with apps are included.

Sync with a channel

Don’t need to create an entire team for a single deal? With nBold for Salesforce, you can automatically create a new channel in the right team! Start conversations, share updates, and track progress in a structured workspace.

Delete or archive teams

Reduce the number of unused teams and delete or archive teams each time when an opportunity is removed from Salesforce

Manage additional properties

Manage naming policies for your teams and channels using additional properties from Salesforce. Moreover, filter team creation depending on Opportunities’ industry, annual revenue, etc.

Sales Deal Room
Teams Templates

What will you get when
a new Opportunity is created?

Standard and private channels

Get a team with copied standard and private channels to collaborate on sales deals. Read more 

Pre-built Planner

Improve task management, meet deadlines, and set up tasks with Microsoft Teams Planner Template. Read more

File and folder cloning

Upload your folders and documentation to the Original team. For example, guidelines, templates, codes of practices, and so on. They will appear in every newly created team.  Read more

Learn more about collaboration

with Microsoft Teams and Salesforce

Read more about

Salesforce and Microsoft Teams