{"id":7548,"date":"2021-06-11T13:35:06","date_gmt":"2021-06-11T12:35:06","guid":{"rendered":"https:\/\/nboldapp.com\/?p=7548"},"modified":"2023-02-13T14:49:48","modified_gmt":"2023-02-13T13:49:48","slug":"power-automate-for-salesforce-and-microsoft-teams","status":"publish","type":"post","link":"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/","title":{"rendered":"Power Automate for Salesforce and Microsoft Teams"},"content":{"rendered":"<p>In&nbsp;today&#8217;s&nbsp;collaborative way of working,&nbsp;no sales manager or an account executive&nbsp;closes a big deal&nbsp;solo.&nbsp;The entire sales team collaborates with colleagues from marketing, product development, financial and legal departments&nbsp;that are growing business and building relationships with customers.&nbsp;Therefore, companies develop a new way of working by integrating additional tools and software to streamline processes and&nbsp;align&nbsp;colleagues even if&nbsp;they work in different&nbsp;business units&nbsp;or&nbsp;remotely.&nbsp;This article describes how to improve your sales collaboration in Microsoft Teams and Salesforce by building automated flows in Power Automate.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-9e888566-2a9a-4517-b7b8-7809082f884b\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">Table des mati\u00e8res<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#0-why-do-you-need-to-build-flows-in-power-automate\" style=\"\">Why do you need to build flows in Power Automate?<\/a><ul><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#1-1-improve-collaboration-on-sales-deals-\" style=\"\">1. Improve collaboration on sales\u00a0deals\u00a0\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#2-2-streamline-your-sales-process-\" style=\"\">2. Streamline your sales\u00a0process\u00a0\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#3-3-scale-automation-across-the-entire-organization-\" style=\"\">3. Scale automation across the entire organization\u00a0<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#5-power-automate-for-salesforce-and-microsoft-teams-%E2%80%93-basic-flows-\" style=\"\">Power Automate for Salesforce and Microsoft Teams \u2013 Basic Flows\u00a0<\/a><ul><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#6-receive-microsoft-teams-notifications-about-important-events-in-salesforce\" style=\"\">Receive Microsoft Teams notifications\u00a0about important events in Salesforce<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#9-manage-salesforce-and-microsoft-app-integrations-\" style=\"\">Manage Salesforce and Microsoft app\u00a0integrations\u00a0\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#12-automate-team-creation-with-power-automate-and-salesforce-\" style=\"\">Automate team\u00a0creation with Power Automate and Salesforce\u00a0<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#15-connect-salesforce-to-microsoft-teams-with-collaboration-templates\" style=\"\">Connect Salesforce to Microsoft Teams with Collaboration Templates<\/a><ul><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#16-1-get-teams-from-the-template-for-each-new-salesforce-opportunity-and-account\" style=\"\">1. Get teams from the template for each new Salesforce Opportunity and Account<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#17-2-create-a-channel\" style=\"\">2. Create a\u00a0channel<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#18-3-delete-or-archive-teams\" style=\"\">3. Delete or archive\u00a0teams<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/#19-4-set-up-a-naming-convention\" style=\"\">4. Set up a naming\u00a0convention<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-left wp-block-heading\" id=\"0-why-do-you-need-to-build-flows-in-power-automate\">Why do you need to build flows in Power Automate?<\/h2>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-1-improve-collaboration-on-sales-deals-\">1. Improve collaboration on sales&nbsp;deals&nbsp;&nbsp;<\/h3>\n\n\n\n<p>The importance of sales collaboration cannot be overemphasized. Your salespeople work closely with their sales team and colleagues from other departments, sales experts, external agents, and&nbsp;others. And of course, they use many different tools and software. So how&nbsp;do you prevent&nbsp;loss of information, misunderstanding, and time&nbsp;loss? This is where Power Automate can help you. Connect dozens of applications, build automation between them, and&nbsp;create&nbsp;an ideal collaborative workspace.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-2-streamline-your-sales-process-\">2. Streamline your sales&nbsp;process&nbsp;&nbsp;<\/h3>\n\n\n\n<p>How much time do you spend on performing manual tasks? Or how many pieces of key information are&nbsp;lost into the overage&nbsp;information flow?&nbsp;Indeed, Power Automate is&nbsp;an&nbsp;ideal platform that allows users to build automation flows with a no-code solution. By building&nbsp;automation,&nbsp;you can perform any use case to simplify and optimize your sales processes. From managing notifications&nbsp;and approval processes to building automation between any Microsoft and 3<sup>,<\/sup>&nbsp;l'application de f\u00eate.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img fetchpriority=\"high\" decoding=\"async\" width=\"3216\" height=\"2004\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/Account-Creation-from-Salesforce-Presentation.gif\" alt=\"Cr\u00e9ation de comptes \u00e0 partir de Salesforce - Pr\u00e9sentation\" class=\"wp-image-6678\"\/><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/nboldapp.com\/fr\/collaboration-templates\/gestion-des-comptes\/\" target=\"_blank\" rel=\"noreferrer noopener\">Automatically get teams for each new Account in Salesforce<\/a><\/figcaption><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-3-scale-automation-across-the-entire-organization-\">3. Scale automation across the entire organization&nbsp;<\/h3>\n\n\n\n<p>When automation is built for one process,&nbsp;it is&nbsp;so easy to scale it across your entire organization. It is&nbsp;especially&nbsp;important&nbsp;for large companies. Connect workers from different departments and&nbsp;offices and&nbsp;build&nbsp;a model for each sales process safely and efficiently.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile has-white-background-color has-background\" style=\"grid-template-columns:38% auto\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/10\/Guide-1024x576.png\" alt=\"\" class=\"wp-image-11724 size-full\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/10\/Guide-1024x576.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/10\/Guide-300x169.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/10\/Guide-768x432.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/10\/Guide-1536x864.png 1536w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/10\/Guide.png 1643w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 class=\"has-text-align-center has-black-color has-white-background-color has-text-color has-background wp-block-heading\" id=\"4-guide-microsoft-teams-and-salesforce-integration\">Guide : Int\u00e9gration de Microsoft Teams et de Salesforce<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pourquoi int\u00e9grer Salesforce \u00e0 Teams ?<\/li>\n\n\n\n<li>Toutes les possibilit\u00e9s d'int\u00e9gration <\/li>\n\n\n\n<li>Cas d'utilisation les plus demand\u00e9s<\/li>\n\n\n\n<li>Comment configurer les int\u00e9grations<\/li>\n<\/ul>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-0a47c3f5-25e5-40bf-b5b6-80add9530660\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/nboldapp.com\/fr\/guide-salesforce-and-microsoft-teams-integration\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"ub-button-block-main\" role=\"button\" style=\"--ub-button-background-color: #060471; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-radius: 100px; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\"><strong>T\u00e9l\u00e9charger<\/strong><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div><\/div><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"5-power-automate-for-salesforce-and-microsoft-teams-%E2%80%93-basic-flows-\">Power Automate for Salesforce and Microsoft Teams \u2013 Basic Flows&nbsp;<\/h2>\n\n\n\n<p>Now, let\u2019s discuss some basic sales scenarios you may&nbsp;experience. And then, we will build an automated flow in Power Automate to optimize the sales process and simplify your work routine.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"has-text-align-left wp-block-heading\" id=\"6-receive-microsoft-teams-notifications-about-important-events-in-salesforce\">Receive Microsoft Teams notifications&nbsp;about important events in Salesforce<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-1-notify-a-team-when-a-new-deal-is-created-in-salesforce-\">1. Notify a team when a new deal is created in&nbsp;Salesforce&nbsp;<\/h4>\n\n\n\n<p>Suppose&nbsp;your sales managers work on key prospects in Salesforce. There, they add a new Account&nbsp;or Opportunity&nbsp;record with all&nbsp;essential information, such&nbsp;as name, location, revenue, and contact information.&nbsp;At the same time, your sales reps should collaborate with colleagues from marketing, product development, customer support, financial, and other departments to close a deal. And these colleagues even&nbsp;don\u2019t&nbsp;have a Salesforce license, and they share all content&nbsp;via a dedicated team in Microsoft Teams. So how to align your team and successfully close sales deals?&nbsp;&nbsp;<\/p>\n\n\n\n<p>First, you can set up a simple Teams notification when something&nbsp;happens&nbsp;in Salesforce. To do this, find a Salesforce trigger in Power Automate \u201c<em>when a new record is created<\/em>.\u201d&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img decoding=\"async\" width=\"1358\" height=\"849\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/3C315045-6EEE-4BC6-A429-764E8AB547FB-edited.jpeg\" alt=\"Power Automate Salesforce\" class=\"wp-image-11189\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/3C315045-6EEE-4BC6-A429-764E8AB547FB-edited.jpeg 1358w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/3C315045-6EEE-4BC6-A429-764E8AB547FB-edited-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/3C315045-6EEE-4BC6-A429-764E8AB547FB-edited-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/3C315045-6EEE-4BC6-A429-764E8AB547FB-edited-768x480.jpeg 768w\" sizes=\"(max-width: 1358px) 100vw, 1358px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Then, find Microsoft Teams connector and choose an action \u201c<em>post a message<\/em>\u201d.&nbsp;Here, you can&nbsp;choose&nbsp;the required team and channel. Moreover,&nbsp;you can&nbsp;customize&nbsp;a&nbsp;message using dynamic content from Salesforce, such as record name, contact information,&nbsp;amount,&nbsp;close date, stage,&nbsp;and&nbsp;other details.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1333\" height=\"833\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/0A66F61F-99F5-4DFD-A0D7-901406A2212F-edited.jpeg\" alt=\"Power Automate Teams\" class=\"wp-image-11190\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/0A66F61F-99F5-4DFD-A0D7-901406A2212F-edited.jpeg 1333w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/0A66F61F-99F5-4DFD-A0D7-901406A2212F-edited-300x187.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/0A66F61F-99F5-4DFD-A0D7-901406A2212F-edited-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/0A66F61F-99F5-4DFD-A0D7-901406A2212F-edited-768x480.jpeg 768w\" sizes=\"(max-width: 1333px) 100vw, 1333px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>It\u2019s&nbsp;done! With this easy-built flow, your team members&nbsp;will be notified when a new record is created in Salesforce. And they can quickly start&nbsp;working on closing a deal&nbsp;without wasting time and losing&nbsp;information.&nbsp;<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\"><strong>Collaborate on Salesforce deals in Microsoft Teams<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/Microsoft-Teams-and-Salesforce-Video.mp4\"><\/video><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"8-2-set-up-weekly-and-daily-sum-ups-to-stay-up-to-date-on-sales-updates-\">2. Set up weekly and daily sum-ups&nbsp;to stay up to date&nbsp;on&nbsp;sales&nbsp;updates&nbsp;<\/h4>\n\n\n\n<p>We may understand how many pieces of information your teammates share during their&nbsp;workday.&nbsp;So how not miss important updates related to your key prospects and customers?&nbsp;Here, at nBold we have a weekly online meeting with our team&nbsp;during which&nbsp;we&nbsp;discuss the latest updates, customers news, and upcoming&nbsp;events and KPIs. But we also have&nbsp;weekly Teams posts where all important updates and news are presented in a very structured way.&nbsp;Therefore,&nbsp;I highly&nbsp;recommend you&nbsp;build&nbsp;a&nbsp;simple Power Automate flow to automatically post&nbsp;a&nbsp;Teams message where your teammates will see all sales updates.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Any user in your Office 365 environment&nbsp;will receive a&nbsp;weekly email&nbsp;with a summary of new Salesforce opportunities with <a href=\"https:\/\/emea.flow.microsoft.com\/en-us\/galleries\/public\/templates\/0c74d7adc500461895949468991f6453\/receive-a-weekly-email-summary-of-new-salesforce-opportunities\/\" target=\"_blank\" rel=\"noreferrer noopener\">ce mod\u00e8le<\/a>.&nbsp;Thus, you can choose your teammates in Microsoft Teams&nbsp;and build a flow for them.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"527\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/247A8884-FF6C-4916-A26D-85AEEA6F3704-1024x527.jpeg\" alt=\"Power Automate send email\" class=\"wp-image-7552\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/247A8884-FF6C-4916-A26D-85AEEA6F3704-1024x527.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/247A8884-FF6C-4916-A26D-85AEEA6F3704-300x154.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/247A8884-FF6C-4916-A26D-85AEEA6F3704-768x395.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/247A8884-FF6C-4916-A26D-85AEEA6F3704.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"has-text-align-left wp-block-heading\" id=\"9-manage-salesforce-and-microsoft-app-integrations-\">Manage Salesforce and Microsoft app&nbsp;integrations&nbsp;&nbsp;<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-1-task-management-in-teams-for-each-new-salesforce-record-\">1. Task management in Teams for each new Salesforce&nbsp;record&nbsp;&nbsp;<\/h4>\n\n\n\n<p>Now, let\u2019s say your sales team in Microsoft Teams uses Microsoft Planner to manage their sales activities. So how to quickly set up a new task when a new record is created in Salesforce? To do this automatically, build a Power Automate flow connecting Planner in Teams and Salesforce.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Choose the Salesforce trigger \u201c<em>When a new record is created<\/em>\u201d and set up&nbsp;any custom&nbsp;object.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1333\" height=\"833\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/5E03B847-12B5-443D-9FE7-73B529411F00-edited.jpeg\" alt=\"Power Automate Salesforce \" class=\"wp-image-11192\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/5E03B847-12B5-443D-9FE7-73B529411F00-edited.jpeg 1333w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/5E03B847-12B5-443D-9FE7-73B529411F00-edited-300x187.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/5E03B847-12B5-443D-9FE7-73B529411F00-edited-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/5E03B847-12B5-443D-9FE7-73B529411F00-edited-768x480.jpeg 768w\" sizes=\"(max-width: 1333px) 100vw, 1333px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Then, find the Microsoft Planner connector and choose the action \u201cCreate a task\u201d. Here you can define in which team and Planner you will post a new task.&nbsp;Moreover, add dynamic content from Salesforce to detail a task. And add other information, from deadlines to assigned person, label, and priority.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1346\" height=\"841\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/04851EA3-4BF4-42AB-8344-7EE0E16D5C84-1-edited.jpeg\" alt=\"Power Automate Planner Salesforce\" class=\"wp-image-11193\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/04851EA3-4BF4-42AB-8344-7EE0E16D5C84-1-edited.jpeg 1346w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/04851EA3-4BF4-42AB-8344-7EE0E16D5C84-1-edited-300x187.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/04851EA3-4BF4-42AB-8344-7EE0E16D5C84-1-edited-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/04851EA3-4BF4-42AB-8344-7EE0E16D5C84-1-edited-768x480.jpeg 768w\" sizes=\"(max-width: 1346px) 100vw, 1346px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With this flow, your teammates will receive&nbsp;tasks in&nbsp;Planner each time when a new record is created. For example,&nbsp;a&nbsp;marketing manager will receive a task to create a playbook for&nbsp;a&nbsp;new Opportunity. At the same&nbsp;time, a&nbsp;sales rep will start to prepare&nbsp;a&nbsp;demo presentation, and so on.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-2-manage-your-sales-team%E2%80%99s-agenda-according-to-salesforce-events-\">2. Manage your sales team\u2019s agenda according to Salesforce&nbsp;events&nbsp;&nbsp;<\/h4>\n\n\n\n<p>In today&#8217;s hybrid way of working,&nbsp;sales reps\u2019&nbsp;agenda can be&nbsp;full of&nbsp;virtual&nbsp;meetings and&nbsp;demo presentations with prospects and customers.&nbsp;So how to&nbsp;effectively manage your sales team\u2019s agenda?&nbsp;By using Power Automate, you can build a flow to connect Salesforce events and your Microsoft Calendar.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Define the right Salesforce Object and find a Microsoft Calendar connector. Choose an action \u201ccreate an event\u201d and set up all details using dynamic content from Salesforce.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1358\" height=\"849\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/4E759167-9672-456B-AF6C-73A3E231880E-edited.jpeg\" alt=\"Power Automate Salesforce Outlook\" class=\"wp-image-11194\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/4E759167-9672-456B-AF6C-73A3E231880E-edited.jpeg 1358w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/4E759167-9672-456B-AF6C-73A3E231880E-edited-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/4E759167-9672-456B-AF6C-73A3E231880E-edited-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/4E759167-9672-456B-AF6C-73A3E231880E-edited-768x480.jpeg 768w\" sizes=\"(max-width: 1358px) 100vw, 1358px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With this simple flow, you will copy Salesforce events right to Microsoft Calendar. As a result,&nbsp;your&nbsp;teammates&nbsp;will&nbsp;receive&nbsp;Teams and Outlook&nbsp;notifications&nbsp;about the new upcoming event. Whit this flow&nbsp;your colleagues from the Product Development department will be prepared for the upcoming demo presentation.&nbsp;Another&nbsp;scenario is to set up&nbsp;a&nbsp;meeting for all sales teams to discuss a sales strategy for a new key Prospect created in Salesforce.&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"has-text-align-left wp-block-heading\" id=\"12-automate-team-creation-with-power-automate-and-salesforce-\">Automate team&nbsp;creation with Power Automate and Salesforce&nbsp;<\/h3>\n\n\n\n<p>Now, let\u2019s discuss how you can optimize and streamline your sales process. With Power Automate you can automatically create records in Salesforce when something happens in your Teams environment. Sounds great? Then try to build the following flows to avoid manual tasks and stay focused on more important goals.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-1-create-salesforce-leads-from-excel-tab-in-teams-\">1. Create Salesforce&nbsp;leads&nbsp;from&nbsp;Excel Tab in&nbsp;Teams&nbsp;<\/h4>\n\n\n\n<p>Suppose&nbsp;you have an Excel&nbsp;spreadsheet&nbsp;where your marketing managers add new leads generated from&nbsp;the website&nbsp;chatbot.&nbsp;And they are working on documents in real-time right in Microsoft Teams.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1321\" height=\"826\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/2ED4A211-E970-4A44-A9EC-92953DFF6C8F-edited.jpeg\" alt=\"Microsoft Teams Excel\" class=\"wp-image-11195\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/2ED4A211-E970-4A44-A9EC-92953DFF6C8F-edited.jpeg 1321w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/2ED4A211-E970-4A44-A9EC-92953DFF6C8F-edited-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/2ED4A211-E970-4A44-A9EC-92953DFF6C8F-edited-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/2ED4A211-E970-4A44-A9EC-92953DFF6C8F-edited-768x480.jpeg 768w\" sizes=\"(max-width: 1321px) 100vw, 1321px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>So how to align&nbsp;information&nbsp;from Microsoft Teams and customers database in Salesforce?&nbsp;By using <a href=\"https:\/\/emea.flow.microsoft.com\/en-us\/galleries\/public\/templates\/8135df2f4fbd49fd875d8267f3d24694\/create-salesforce-leads-from-excel-online-business-spreadsheet\/\" target=\"_blank\" rel=\"noreferrer noopener\">ce mod\u00e8le<\/a>&nbsp;whenever your marketing team adds a new row into the selected Excel Table, a new lead will be created in Salesforce.&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-2-create-a-salesforce-record-from-microsoft-forms-in-teams-\">2. Create&nbsp;a&nbsp;Salesforce record from Microsoft Forms in Teams&nbsp;<\/h4>\n\n\n\n<p>Imagine&nbsp;another&nbsp;scenario. Your colleague from&nbsp;the&nbsp;product development department has participated in&nbsp;an&nbsp;offline forum. There,&nbsp;they&nbsp;met&nbsp;people&nbsp;who may be your partners&nbsp;in the future. So how to&nbsp;add their contact&nbsp;information&nbsp;into the Salesforce database, if your colleague&nbsp;does&nbsp;not have a Salesforce license?&nbsp;&nbsp;<\/p>\n\n\n\n<p>First of all, add Microsoft Form as a new Tab in Microsoft Teams where your sales reps can add all key&nbsp;information&nbsp;for future contact in Salesforce. Add&nbsp;their&nbsp;Name and Last&nbsp;Name, phone number, emails, and other information.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1345\" height=\"841\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/5F38FE3C-CB6C-441B-A0AF-7CD8BA527EF0-edited.jpeg\" alt=\"Microsoft Teams Forms\" class=\"wp-image-11196\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/5F38FE3C-CB6C-441B-A0AF-7CD8BA527EF0-edited.jpeg 1345w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/5F38FE3C-CB6C-441B-A0AF-7CD8BA527EF0-edited-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/5F38FE3C-CB6C-441B-A0AF-7CD8BA527EF0-edited-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/5F38FE3C-CB6C-441B-A0AF-7CD8BA527EF0-edited-768x480.jpeg 768w\" sizes=\"(max-width: 1345px) 100vw, 1345px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>And using this template, you can build automation to get newly created Contact in Salesforce when someone submitted&nbsp;a form&nbsp;in Microsoft Teams. Moreover, you can set up the additional approval process&nbsp;by using the Approval App to make sure only needed contacts are included in your Salesforce database.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"15-connect-salesforce-to-microsoft-teams-with-collaboration-templates\">Connect Salesforce to Microsoft Teams with Collaboration Templates<\/h2>\n\n\n\n<p>Finally, with advanced Salesforce and Teams integration, you can improve your sales collaboration at scale. Want to know how to&nbsp;create teams from a template for each new Opportunity or Account in Salesforce? Then stay with us and we will tell you how&nbsp;it works.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Previously,&nbsp;we discussed how to connect your Salesforce environment with a team in your Microsoft Teams. But how to create this&nbsp;team? How to build an effective workspace with all channels, tabs with apps, members&#8217; permission, and so on?&nbsp;&nbsp;<\/p>\n\n\n\n<p>What if we&nbsp;tell&nbsp;you that it is possible to create a team from the pre-built template with standard and private channels, tabs with apps, cloned&nbsp;files,&nbsp;and folders? And what if we say that you will get this&nbsp;team automatically for each new Salesforce Opportunity and Accounts? Sounds great, doesn\u2019t it?&nbsp;Then let\u2019s&nbsp;go through&nbsp;the key features you will get by connecting Salesforce with Microsoft Teams templates.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile has-background\" style=\"background-color:#1a1659;grid-template-columns:45% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"924\" height=\"479\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/demo-salesforce-924x479.png\" alt=\"\" class=\"wp-image-12874 size-full\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/demo-salesforce-924x479.png 924w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/demo-salesforce-300x156.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/demo-salesforce-768x398.png 768w\" sizes=\"(max-width: 924px) 100vw, 924px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p class=\"has-text-align-center has-white-color has-text-color\"><strong><a href=\"https:\/\/app-us1b.getreprise.com\/launch\/wy1PlXO\/\" target=\"_blank\" rel=\"noreferrer noopener\">Faites un tour<\/a> of nBold and see first hand how to create pre-built teams from Salesforce records using our solution.<\/strong><\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-e0ca1745-387a-4543-ab33-9804c230f576\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app-us1b.getreprise.com\/launch\/ryNl7n4\/\" target=\"_blank\" rel=\"noopener noreferrer\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #ffffff; --ub-button-color: #171752; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-radius: 100px; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\"><strong>Essayez-le<\/strong><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div><\/div><\/div>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-1-get-teams-from-the-template-for-each-new-salesforce-opportunity-and-account\">1. Get teams from the template for each new Salesforce Opportunity and Account<\/h4>\n\n\n\n<p>Imagine, your sales rep has just added a new Account in Salesforce. This is your key prospect and to close a deal you need to quickly create a team with&nbsp;colleagues from&nbsp;marketing, product development, customer support, and other departments. They do not have a&nbsp;Salesforce&nbsp;license and&nbsp;they share all content in Teams using&nbsp;additional&nbsp;apps, such as SharePoint, Planner, Yammer, and so on.&nbsp;&nbsp;<\/p>\n\n\n\n<p>With Salesforce and Teams templates integration, you will automatically create a team from the Sales Deal Room or Key Account Management template.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1321\" height=\"825\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/account-salesforce-edited-1.png\" alt=\"create team from salesforce account\" class=\"wp-image-11197\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/account-salesforce-edited-1.png 1321w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/account-salesforce-edited-1-300x187.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/account-salesforce-edited-1-1024x640.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/account-salesforce-edited-1-768x480.png 768w\" sizes=\"(max-width: 1321px) 100vw, 1321px\" \/><\/figure>\n\n\n\n<p>These teams will&nbsp;contain&nbsp;private and&nbsp;standard&nbsp;channels, cloned sales templates and guidelines, tab with Planner and upcoming sales tasks, and all required&nbsp;settings&nbsp;and members&#8217; permissions. In other words,&nbsp;an ideal workspace where your colleagues will start to work on&nbsp;a&nbsp;deal immediately.&nbsp;This is an amazing option,&nbsp;especially&nbsp;when you work in a large organization. By creating separate collaboration silos&nbsp;you will make sure your team is working together in a very structured and efficient way.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cdn.shortpixel.ai\/spai\/q_lossless+ret_img+to_webp\/https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/02\/account-Collaboration-Templates.png\" alt=\"key account management Teams template\" width=\"724\" height=\"483\"\/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-2-create-a-channel\">2. Create a&nbsp;channel<\/h4>\n\n\n\n<p>No need to create an entire team for&nbsp;each&nbsp;new&nbsp;Opportunity&nbsp;or Account in Salesforce? Alright, you can get a new channel into the needed team. With this option, you will have separate channels for each prospect where your teammates can share updates, perform sales tasks and work on documents in real-time. Thus, you will avoid a mess in documents and loss of key information.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1203\" height=\"751\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/naming-channel-opportunity-edited.png\" alt=\"\" class=\"wp-image-11198\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/naming-channel-opportunity-edited.png 1203w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/naming-channel-opportunity-edited-300x187.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/naming-channel-opportunity-edited-1024x639.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/naming-channel-opportunity-edited-768x479.png 768w\" sizes=\"(max-width: 1203px) 100vw, 1203px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Moreover, you can create a new Opportunity channel into the parent Account team related to Salesforce data.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1233\" height=\"770\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/parent-entity-opportunity-edited-1.png\" alt=\"\" class=\"wp-image-11199\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/parent-entity-opportunity-edited-1.png 1233w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/parent-entity-opportunity-edited-1-300x187.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/parent-entity-opportunity-edited-1-1024x639.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/parent-entity-opportunity-edited-1-768x480.png 768w\" sizes=\"(max-width: 1233px) 100vw, 1233px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-3-delete-or-archive-teams\">3. Delete or archive&nbsp;teams<\/h4>\n\n\n\n<p>Wondering how to reduce the number of unused teams?&nbsp;You can choose what to do with created teams for Accounts and&nbsp;Opportunities&nbsp;when records are deleted in Microsoft Teams. You can automatically delete or archive teams and easily avoid a mess in Microsoft Teams.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1121\" height=\"700\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/opportunity-delete-team-edited-1.png\" alt=\"\" class=\"wp-image-11200\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/opportunity-delete-team-edited-1.png 1121w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/opportunity-delete-team-edited-1-300x187.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/opportunity-delete-team-edited-1-1024x639.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/opportunity-delete-team-edited-1-768x480.png 768w\" sizes=\"(max-width: 1121px) 100vw, 1121px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-4-set-up-a-naming-convention\">4. Set up a naming&nbsp;convention<\/h4>\n\n\n\n<p>Finally, you can manage naming conventions to get teams and channels created with the right name. With dynamic content from&nbsp;Salesforce,&nbsp;you can perform any use case and give the name&nbsp;to the newly created workspaces that contain Record\u2019s name,&nbsp;expected&nbsp;revenue,&nbsp;close date,&nbsp;owner information,&nbsp;etc.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1296\" height=\"776\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/salesforce-account-naming-edited-1.png\" alt=\"Salesforce accounts naming convention\" class=\"wp-image-11201\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/salesforce-account-naming-edited-1.png 1296w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/salesforce-account-naming-edited-1-300x180.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/salesforce-account-naming-edited-1-1024x613.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/salesforce-account-naming-edited-1-768x460.png 768w\" sizes=\"(max-width: 1296px) 100vw, 1296px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\"><strong><a href=\"https:\/\/nboldapp.com\/fr\/connected-collaboration\/salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">En savoir plus<\/a><\/strong><\/p>\n\n\n\n<p>With these&nbsp;features, your colleagues in Microsoft Teams will see the purpose of a team&nbsp;or a channel. Moreover, with&nbsp;these simple automated rules,&nbsp;you can avoid team duplication and restrict users from creation unused&nbsp;collaboration silos.&nbsp;&nbsp;<\/p>\n\n\n\n<p><a href=\"\/fr\/get-started-nbold\/\" target=\"_blank\" rel=\"noreferrer noopener\">Book some time with us<\/a> to explore how nBold can fit your organizational needs.&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>In&nbsp;today&#8217;s&nbsp;collaborative way of working,&nbsp;no sales manager or an account executive&nbsp;closes a big deal&nbsp;solo.&nbsp;The entire sales team collaborates with colleagues from marketing, product development, financial and legal departments&nbsp;that are growing business and building relationships with customers.&nbsp;Therefore, companies develop a new way of working by integrating additional tools and software to streamline processes and&nbsp;align&nbsp;colleagues even if&nbsp;they work [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":7550,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[115,10],"tags":[128,127,280,308,11],"class_list":["post-7548","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-microsoft-teams-with-apps","category-salesforce-integration","tag-microsoft-teams-salesforce","tag-microsoft-teams-with-crm","tag-microsoft-teams-with-power-automate","tag-power-automate-with-salesforce","tag-salesforce"],"featured_image_src":"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/3C315045-6EEE-4BC6-A429-764E8AB547FB.jpeg","author_info":{"display_name":"Alexandre Cipriani","author_link":"https:\/\/nboldapp.com\/fr\/author\/acipriani\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Power Automate for Salesforce and Microsoft Teams - nBold<\/title>\n<meta name=\"description\" content=\"Learn how to streamline your sales processes by using Power Automate for Teams and Salesforce. Scale collaboration with Teams templates!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/nboldapp.com\/fr\/power-automate-for-salesforce-and-microsoft-teams\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Power Automate for Salesforce and Microsoft Teams\" \/>\n<meta property=\"og:description\" content=\"Learn how to streamline your sales processes by using Power Automate for Teams and Salesforce. 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