Salesforce Connector for Teams
作成者: iEnterprises
Log Microsoft Teams meetings to Salesforce and access customer data instantly
Capture Microsoft Teams Meeting and Chat information in Salesforce in a few clicks and access Salesforce customer information without leaving Teams.
Save Meetings to Salesforce: Save key meeting details - including chat, attendee lists, and recording URLs - directly into Salesforce. Meetings and Chats can be organized and associated with Contacts, Leads or any Salesforce object, enriching your Salesforce data and giving you all the information you need at the click of a button.
Attendee Lookup: You can also easily look up meeting attendee records and LinkedIn profiles in Salesforce from the Sidebar, surfacing all relevant details.
Key Benefits
Streamline workflows: Focus on the meeting and its attendees, not on administrative tasks.
Enrich your Salesforce records: Ensure every sentence, question and answer in the meeting is captured and is easily accessible.
Full visibility during meetings: With detailed customer records and histories at your fingertips, you’ll be better prepared to sell, advise and support.
Feature Breakdown
- A 360-degree view of Salesforce data within Microsoft Teams
- Save Microsoft Teams meeting recordings directly to Salesforce
- Link meetings and chats to Contacts, Leads, Opportunities, or any CRM object
- Toggle between attendee details during meetings
- Add new meeting attendees to Salesforce directly from Microsoft Teams
- View LinkedIn and other related Social links
- Full functionality available in the Teams Mobile App
Supported Client:
Microsoft Teams, Microsoft Outlook, Microsoft 365
In order to use the full functionality of this app, you need to have an active Salesforce Connector license.
Contact us / Support :
https://ienterprises.com/contact-us/
アプリの機能
- インターネット経由でデータを送信できます
- このアプリは、アクティブなメッセージで、電話番号、住所、URL などの個人情報にアクセスできます。メールボックス内の他のアイテムの読み取りや変更はできません。個人情報の管理および処理方法の詳細については、開発者のプライバシー ポリシーを確認してください。