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Automate Microsoft Teams and Salesforce in Minutes.

Basic —
Channels‑only automation

For pilots and small teams who want the essentials.

  • Auto‑create Channels from Salesforce records (Opportunities, Accounts, Cases, Custom) inside your chosen Team(s)
  • Notifications in the channel for key field & stage changes
  • Salesforce tab auto‑pinned in the channel
  • Read‑only record tab (selected fields/sections)
  • Core security: Azure AD SSO, encryption in transit & at rest
  • Email & in‑app support
  • Team creation
  • Approvals/SLAs
  • Templates & provisioning (Planner/SharePoint/Lists/Power BI)
  • Stage checklists & enablement content
  • Membership sync
  • Lifecycle automation (auto‑archive)
  • Admin analytics/health
  • API & webhooks
Start on Basic →
Pro —
Full Salesforce↔Teams automation

For organizations standardizing cross‑functional execution at scale. Everything in Basic, plus:

  • Auto‑create Teams for Salesforce Records (Opportunities, Accounts, Cases, Custom)
  • Auto‑create Channels for Salesforce Records (Opportunities, Accounts, Cases, Custom)
  • Teams & Channels with enablement content (Files, Folders, Checklists, etc. )
  • Templates & provisioning (Files, Folders, Planner, OneNote, SharePoint Site, Lists)
  • Salesforce Tab auto-pinned in Channels
  • Record Updates Notifications in Channels
  • Read-Only Record Tab in Channels
  • Membership sync from Salesforce teams/roles/territories
  • Lifecycle & governance (labels, retention, auto‑archive on win/loss)
  • Observability & admin (retries/queue, health dashboard, audit & analytics)
  • Extensibility: API & webhooks, Power Automate–ready
  • Core Security: Azure AD SSO, Encryption in transit & at Rest
  • Priority support
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