Salesforce Integrations with Microsoft Teams:Live Demo

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  • Опубліковано 9 січ 2025

КОМЕНТАРІ •

  • @Anuradha-nl2xu
    @Anuradha-nl2xu 11 місяців тому

    Hey, Is it possible to create a case from account related list from teams itself while having a call with Customer

  • @madhumitasuman481
    @madhumitasuman481 Рік тому

    Hey,
    I would like to know that when we under the page of quest software and see the tabs like details, relations, team, service, contact, invoicing and related. How can we add more tabs in here which we have already created in the Salesforce platform

  • @Chandrani738
    @Chandrani738 Рік тому +1

    Can we schedule teams meeting and that reflects on Salesforce ? And vice versa?

    • @RagnarHeil
      @RagnarHeil  Рік тому

      Yes! That's possible including Co-organizer. Please contact andreas.rosen@qkom.de for a live Demo

  • @itsreliable1588
    @itsreliable1588 2 роки тому +1

    Is there a way to push records from Salesforce to Teams? i.e. sharing the records inside Salesforce and publish it in Teams channel? Is it Possible?

    • @RagnarHeil
      @RagnarHeil  2 роки тому

      yes, SFDC record can be pushed to a Teams Channels using a dedicated Tab. User needs a SFDC login. Is this an issue? otherwise XLS export/ import could resolve this license topic

  • @johnleveille1606
    @johnleveille1606 Рік тому

    I would like for the Teams channel Post area to be unified with the Salesforce Chatter feed for the Account object that is linked to the Teams channel. Is this possible? My reason for asking this is that I am doubtful that I will be able to enforce our users to put their comments under Chatter->Post. Instead, I believe that they will use Teams channel->Post and type all of their comments there, leaving Salesforce barren of comments. Alternatively, is it possible that Q!kom add-in to Salesforce will give me the ability to see into the Teams channel Post messages from inside of salesforce interface?

    • @iPhoneAndreas
      @iPhoneAndreas Рік тому +1

      Hi John,
      We just finished the POC of that feature. It should be ready end of may and be activated at the pilot customer.
      We sync the discussion between the chatter discussion ans the related teams channel discussion we create out of Salesforce.
      During create we publish an adaptive card with the Object details in Salesforce. That joins best of both worlds.
      We should do an update of our meeting to tell about all the good things we learned and integrated.

  • @mpneuman
    @mpneuman 2 роки тому

    Great Video, Thank you. I have a custom onboarding app and would like to be able to schedule a teams meeting via salesforce. Is that possible ?

    • @RagnarHeil
      @RagnarHeil  2 роки тому

      Yes, that's possible. You can contact andreas.rosen@qkom.de directly

    • @sachinvasanth5181
      @sachinvasanth5181 Рік тому

      Hi @mpneuman , I have the same requirement, can u pleas please tell how it can be done..

  • @buraksenocak153
    @buraksenocak153 2 роки тому

    Nice video.
    Is it possible to initiate a Team chat or call from Salesforce? Essentially a click to call or click to chat functionality.
    The use case is something like:
    Viewing a user's profile or a contact from Salesforce (the user also exists in Team with same email, username, etc...)
    Clicking on a link or button to initiate an audio or video call (or chat) with that user, and this will launch the Teams app (assuming it is installed) and make the call?

    • @RagnarHeil
      @RagnarHeil  2 роки тому

      Do you have Teams Calling / Enterprise Voice licensed?

    • @buraksenocak153
      @buraksenocak153 2 роки тому

      Yes, I do

    • @RagnarHeil
      @RagnarHeil  2 роки тому

      Yes, that's possible. Please contact www.qkom.de

    • @RagnarHeil
      @RagnarHeil  2 роки тому

      @Irene Yes, that's possible. Please contact www.qkom.de

  • @HanyMVP
    @HanyMVP 3 роки тому

    Amazing, how we can get this integration?
    is it native or third-party?

    • @RagnarHeil
      @RagnarHeil  3 роки тому

      3rd Party Solution by www.qkom.de/