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Setup guide
Three supported methods, with setup steps, prerequisites, and what each one can do.
There are three supported ways to connect Microsoft Teams and Salesforce: the native Salesforce for Microsoft Teams app, a Power Automate flow, or a purpose-built integration such as Centro. This page walks through the setup for each, what it can and cannot do, and how to choose. It is written for a Salesforce admin or IT lead who has admin rights in both systems.
You will need:
This is the free app Salesforce publishes to the Microsoft Marketplace. It lets users mention Salesforce records in chats and channels, pin a record as a channel tab, and see Salesforce context inside a Teams meeting.
Runs in: Teams chats, channels, and meetings
Owned by: No admin setup
Pricing model: Included
Limits: No automation, every user needs a Salesforce license
Power Automate is Microsoft's automation service. The Salesforce connector gives you triggers such as "when a record is created" and actions such as "create a record," which you can chain to Teams actions such as "post a message in a channel."
Runs in: Power Automate cloud flows
Owned by: Microsoft admin
Pricing model: Premium per-user or per-flow license
Limits: One flow per use case, request limits per license
Centro is a Salesforce-native integration for Microsoft Teams. It runs as a managed package in your org and an app in Teams. Automation is built in Salesforce Flow, not in Teams, so your Salesforce admin owns it.
| Requirement | Native app | Power Automate | Centro |
|---|---|---|---|
| Mention and preview records in Teams | Yes | No | Yes |
| Post to Teams when a record changes | No | Yes, one flow per use case | Yes, in Flow |
| Update Salesforce from Teams | Inline edit on a pinned or mentioned record | Build a form and a second flow | Yes, prompts and forms built in |
| Create and manage channels from records | No | Manual or custom flow | Yes |
| Include teammates without a Salesforce license | No | Read only, via the flow user | Yes, via the automation user |
| Custom objects and Financial Services Cloud | Objects with an activity timeline | Yes, per flow | Yes |
| Who maintains it | No admin setup | Microsoft admin | Salesforce admin |
| Cost | Included | Power Automate premium licenses | Per-user subscription |
If you only need record previews and hand edits in chat, install the native app and stop there. If you need a handful of one-way notifications and already have Power Automate premium licenses, build the flows. If you need channels tied to records, two-way updates, or non-licensed teammates in the loop, that is what Centro is built for. Evaluating for a bank, wealth manager, or insurer? See the financial services comparison. Book a demo. See every comparison on one page.
Yes. The native Salesforce for Microsoft Teams app is free with a supported Salesforce edition. It handles record mentions and previews but does not automate anything.
Yes. All three methods on this page are no-code. The native app is configuration only. Power Automate uses a visual flow builder. Centro automations are built in Salesforce Flow.
It depends on the method. Centro reads and writes through the Salesforce API and does not keep a separate copy of your records. Check the data flow of any integration you evaluate. Centro's is documented at /security.
Not with the native app. Power Automate can do it with a flow per trigger. Centro does it from a Salesforce Flow action.
For the native app, yes. For Centro, no. Centro's automation user lets non-licensed teammates receive updates and respond to prompts.
If you need channels tied to records, two-way updates, or non-licensed teammates in the loop, that is what Centro is built for.