Salesforce Connector Sidebar

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 social media profiles of participants

- 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 Sidebar license.

Contact us / Support :

https://ienterprises.com/contact-us/