- Take advantage of having teams for Salesforce in Microsoft Teams\u00a0<\/a><\/li>
- nBold for Salesforce \u2013 how to create teams from Salesforce records\u00a0<\/a><\/li>
- Create a team for\u00a0the\u00a0Salesforce Account\u00a0\u00a0<\/a><\/li>
- Create a team for the Salesforce Opportunity\u00a0<\/a><\/li>
- Advance capabilities of Salesforce and Teams integration\u00a0\u00a0<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n
<\/div>\n\n\n\nTake advantage of having teams for Salesforce in Microsoft Teams <\/h2>\n\n\n\n
This blog post will show you how to automatically create teams from a Microsoft Teams template when an event occurs in Salesforce. Before we proceed, let\u2019s outline some of the benefits of organizing your collaboration on Salesforce records in Microsoft Teams. <\/p>\n\n\n\n
<\/div>\n\n\n\nAlign people from both Salesforce and Microsoft Teams <\/h4>\n\n\n\n
Let us go through a common use case. Suppose your organization works in the Microsoft 365 environment. Your colleagues use Microsoft Word, Excel, Planner, PowerPoint, and so on in their daily activities. Moreover, you organize your entire work process in Microsoft Teams. There you create dozens of teams for different purposes. You also customize your teams by integrating multiple apps, uploading files, and adding the right people. <\/p>\n\n\n\n
![\"sales](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/10\/Power-BI-2.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nAt the same time, you salespeople use Salesforce CRM to collect customers’ data, store contacts, and create new deals with all essential information. So how to align your sales reps with people from other departments who may not have the Salesforce license but are still involved in your sales process? <\/p>\n\n\n\n
![\"salesforce-dashboard\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/salesforce-dashboard.png\")
Salesforce CRM<\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nAvec Salesforce and Microsoft Teams<\/a> advanced integration, you can automatically create a pre-built workspace for each Salesforce record. This way, your team members can easily collaborate on your key accounts and opportunities without the need to juggle between platforms. <\/p>\n\n\n\n
![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/Salesforce-with-Microsoft-Teams-Salestim-1137x630-1-1024x567.png\")
Int\u00e9gration de Salesforce <\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\n![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/10\/Guide-1024x576.png\")
<\/figure>\nGuide : Int\u00e9gration de Microsoft Teams et de Salesforce<\/h3>\n\n\n\n
- \n
- Pourquoi int\u00e9grer Salesforce \u00e0 Teams ?<\/li>\n\n\n\n
- Toutes les possibilit\u00e9s d'int\u00e9gration <\/li>\n\n\n\n
- Cas d'utilisation les plus demand\u00e9s<\/li>\n\n\n\n
- Comment configurer les int\u00e9grations<\/li>\n<\/ul>\n\n\n\n\t\t\t\n\t\t\t\t\n\t\t\t\t\tT\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>\n\n\n\n
Avoid loss of information and get a structured workspace <\/h4>\n\n\n\n
In case when your Microsoft Teams and Salesforce aren\u2019t integrated, your sales reps need to manually share information from Salesforce with other team members. This may lead to information loss and mess in Microsoft Teams. <\/p>\n\n\n\n
Instead, you can drive a guided collaboration of your sales team with teams created from Salesforce. There is no need to manually build a new team for your key sales deal, add the right people, and upload information from Salesforce. With Teams and Salesforce advanced integration, automation will do it for you. <\/p>\n\n\n\n
<\/div>\n\n\n\nSave your worktime with automation around team creation <\/h4>\n\n\n\n
Finally, with automated team creation from Salesforce records, you will save your work time. Creating a customized team in Microsoft Teams is not a quick deal. You need to create multiple channels, integrate your everyday apps, upload sales guides and playbooks, add the right people and manage settings to protect your confidential information. And what if you need to create a new team for each key account or opportunity? <\/p>\n\n\n\n
Instead, you can take advantage of Microsoft Teams and Salesforce advanced integration. Forget about performing manual tasks and spending time on repetitive activities. Instead, you can stay focused on executing your essential processes. <\/p>\n\n\n\n
<\/div>\n\n\n\nnBold for Salesforce \u2013 how to create teams from Salesforce records <\/h2>\n\n\n\n
Now it\u2019s time to describe how Teams and Salesforce advanced integration works. nBold is the Collaboration Process Technology that improves collaboration at scale with for Microsoft Teams. This solution will help you to improve your collaboration at scale and optimize work processes in your entire organization. Hence, you\u2019re able to organize your workspace with pre-built collaboration silos. By building teams from your own Template Catalog, you\u2019re able to get the same level of execution from one team to another, as well as to provide your teams with their everyday apps, guidelines, and document libraries that are already in place. <\/p>\n\n\n\n
![\"salestim-catalog\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/63DC9BAB-6330-4F51-96E5-07E9CB601C65-1024x584.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nMoreover, this works in integration with other apps, including Salesforce. It gives you the possibility to automatically create teams each time when something happens in Salesforce. Thus, once a new Opportunity or Account record is created in Salesforce, you will get a new team created from the pre-built template in Microsoft Teams. <\/p>\n\n\n\n
![\"ventestim-connexions\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salestim-connections-1024x639.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nTeams created for each record will include standard and private channels, tabs with apps, cloned files and folders, right people added, and much more. Sounds good? Let\u2019s see how to integrate Teams templates technology with your Salesforce environment in a few steps. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/demo-salesforce-924x479.png\")
<\/figure>\nTake a tour of nBold and see first hand how to create pre-built teams from Salesforce records using our solution.<\/strong><\/p>\n\n\n
\n\t\t\t\n\t\t\t\t\n\t\t\t\t\tEssayez-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>\n\n\n\nCreate a team for the Salesforce Account <\/h2>\n\n\n\n
Suppose your sales rep creates Salesforce records for each new Account. They add all essential information, such as the name of the company, deal start and close date, expected revenue, and so on. Then, they need to share this information with the entire sales team and continue collaboration with them on closing a deal and building a relationship with a customer. How to quickly create a collaborative space for each key account and automatically transfer information from Salesforce to Microsoft Teams? Follow these quick steps: <\/p>\n\n\n\n
<\/div>\n\n\n\nStep 1. Create an Account Management Template <\/h4>\n\n\n\n
![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/5C44419B-AE28-455C-9662-46A64CA8EFB4.png\")
<\/figure>\n\n\n\nFirst, you will need to create a future team for account collaboration in your Microsoft Teams environment. Build an Original team and create standard and private channels. <\/p>\n\n\n\n
<\/div>\n\n\n\nNext, customize your team to simplify your sales teamwork and guide their daily activities, for instance: <\/p>\n\n\n\n
- \n
- Upload files and folders<\/a> with guidelines, execution playbooks, contract templates, etc. <\/li>\n\n\n\n
- Construire un set of sales tasks <\/a>with Planner tab. <\/li>\n\n\n\n
- Integrate your internal tools or a website with SharePoint<\/a>. <\/li>\n\n\n\n
- G\u00e9rez Teams Governance<\/a>, such as permanent membership or privacy policies. <\/li>\n<\/ul>\n\n\n\n
\n ![\"Key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/2740BC9F-8AC5-49D4-8CE5-47562FFF50C5-1024x640.jpeg\")
<\/figure>\n\n\n\n![\"sales-account-management-microsoft-teams-template-planner\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/8BA8E838-3359-48E6-ADAC-7519F453FE5D-1024x581.jpeg\")
<\/figure>\n<\/figure>\n\n\n\n<\/div>\n\n\n\n\n ![\"Key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/425800D9-9B52-4774-B75F-F31D536DD743-1024x642.jpeg\")
<\/figure>\n\n\n\n![\"sales-account-management-microsoft-teams-template-sharepoint\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/77BD2CE1-D351-4BA6-87A8-5D7ABEAAD246-1024x582.jpeg\")
<\/figure>\n<\/figure>\n\n\n\n<\/div>\n\n\n\nWhen an Original team is ready, build a template from the Original team using nBold that you can install from the Microsoft Teams app store<\/a>. Key Account Management template will be added to your own Templates Catalog. <\/p>\n\n\n\n
![\"account](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/3905C1A8-5E14-4C7A-B3F2-AFFE8B1414A2-edited.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nStep 2. Sync Salesforce with Microsoft Teams <\/h4>\n\n\n\n
When the Key Account Management template is built, it\u2019s time to synchronize your Microsoft Teams environment with Salesforce CRM. <\/p>\n\n\n\n
Aller \u00e0 la page Integration Tab<\/em> in the nBold app and choose the Salesforce icon. By the way, many other apps will be available for integration soon (Asana, Trello, HubSpot, Dynamics 365, and much more) <\/p>\n\n\n\n
![\"ventestim-connexions\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/salestim-connections-edited.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nJust sign in with your Salesforce account and start to build an integration between both platforms. <\/p>\n\n\n\n
Note:<\/em><\/strong> Only Office 365 Admins can manage integration and build templates using the nBold app. <\/p>\n\n\n\n
<\/div>\n\n\n\nStep 3. Get teams for each Salesforce Account <\/h4>\n\n\n\n
Finally, choose an option Sync with a team<\/em>. Then you need to define from which template teams for Salesforce records will be created. Find the Key Account Management that we\u2019ve built before. <\/p>\n\n\n\n
![\"create](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/account-salesforce-edited.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nMoreover, at this stage, you\u2019re able to manage your feature teams\u2019 names and descriptions. Here you can add any static or dynamic naming rules with suffix and prefix<\/a>. Thus, you can use the dynamic content from your Salesforce records. <\/p>\n\n\n\n
For example, add an Account name, ID, owner ID, and so on. Thus, each team will be created with the right name and description with content from this account\u2019s record. And your team members will quickly understand the purpose of a team. <\/p>\n\n\n\n
![\"Salesforce](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/salesforce-account-naming-edited.png\")
<\/figure>\n\n\n\nIt\u2019s done! Now each time a new Account record is added in Salesforce, you will automatically get a new team in Microsoft Teams with the right name, people, and customized content <\/p>\n\n\n\n
![\"Cr\u00e9ation](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/Account-Creation-from-Salesforce-Presentation.gif\")
<\/figure>\n\n\n\n<\/p>\n\n\n
- Construire un set of sales tasks <\/a>with Planner tab. <\/li>\n\n\n\n
- Upload files and folders<\/a> with guidelines, execution playbooks, contract templates, etc. <\/li>\n\n\n\n
- nBold for Salesforce \u2013 how to create teams from Salesforce records\u00a0<\/a><\/li>
![\"salle](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/B24A924F-69D3-42E1-9D4F-9093FA57514D_4_5005_c.jpeg\")
<\/figure>\n\n\n\n![\"sales](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/BC4E6E9A-6D58-468F-B96F-6F871207FBA6-1024x640.jpeg\")
<\/figure>\n\n\n\n![\"planificateur](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/1F160BA3-C89E-4309-BCA9-376A263687DD-1024x640.jpeg\")
<\/figure>\n<\/figure>\n\n\n\n![\"sales](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/8B0791D6-A6FC-4D9D-BD9D-A6059281A339-1024x640.jpeg\")
<\/figure>\n\n\n\n![\"sales](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/6FC055AC-DD9A-4F96-AA42-40932D0D51D6-1024x640.jpeg\")
<\/figure>\n<\/figure>\n\n\n\n![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/09\/opportunity-sync-team-edited.png\")
<\/figure>\n\n\n\n