Automate Salesforce‑driven work in Microsoft Teams — with governance by design.
nFlow turns Salesforce records (Opportunities, Accounts, Cases, and Custom Objects) into the right Teams spaces at the right time — and keeps those spaces in sync with your process, people, and governance. You can automatically create:
Get a Team, a Channel or a Conversation inside Microsoft Teams, for Salesforce Opportunities, Accounts, Cases, and / Or any Custom Objects.
Build your own setup with an easy, yet powerful configuration, relying on Salesforce Record Fields and advanced Operators (AND/OR, =, ≠, >, <, contains).
Trigger from Salesforce events (new Opp, stage change, priority raised, owner change) or on a schedule.
Conditional logic by stage, priority, amount, region, segment, owner, or any field.
Name your Team spaces or Channel based on any combination of Salesforce Field Record. Assign Metadata from Salesforce to Teams and make sure your collaboration spaces will Follow your Organization Context.
Auto‑pin the Teams Salesforce tab (Opportunity, Account, Case, Contact). Add a read‑only record view: show selected fields/sections. Receive notifications on record update inside team channels.
Stage‑based checklists and templates (MEDDICC, Mutual Action Plan, QBR prep).
Auto‑pin battlecards, talk tracks, ROI calculators, and micro‑coaching content.
Source from SharePoint/OneDrive, PowerPoint, PDFs, or Microsoft Lists.
Track checklist completion and next steps inside the room.
Auto‑add/remove members based on Salesforce team/role/territory.
Include cross‑functional contributors (SE, Legal, Finance, CSM) automatically.
Respect M365 groups and sensitivity labels; optional guest access with policy.
Provisioning retry & queue for resilient, idempotent jobs.
Admin dashboard with health, recent actions, and audit.
Run history & analytics: step‑level durations, success/failure trends, bottleneck insights.
Exportable audit logs and change history for rules.
Least‑privilege Microsoft Graph access and scoped permissions.
SSO via Azure AD, RBAC for admins and builders.
Data residency (EU‑hosted) for configuration & jobs; customer content stays in M365.
Salesforce OAuth (sandbox & prod) with scoped access.
Encryption in transit & at rest; alignment with Microsoft Purview.
Retention, labels, access policies applied by template.
| Capability | nFlow | Microsoft Salesforce app for Teams (alone) |
|---|---|---|
| Record‑driven creation of Team / Channel / Chat from Salesforce objects | ✓ | — |
| Per‑object rules with advanced operators (AND/OR, =, ≠, >, <) | ✓ | — |
| Dynamic naming from CRM fields | ✓ | — |
| Duplicate prevention (record↔space linking) | ✓ | — |
| Templates & provisioning (Teams/Channels with tabs & apps) | ✓ | __ |
| Auto‑pin Salesforce tabs per rule | ✓ | Manual |
| Read‑only record view in Teams | ✓ | — |
| Stage‑based checklists & enablement content auto‑pinned | ✓ | — |
| Field & stage notifications (Adaptive Cards) | ✓ | __ |
| Membership sync from Salesforce teams/roles | ✓ | — |
| Lifecycle & governance (labels, retention, auto‑archive) | ✓ | — |
| Admin console (retries, health, audit) | ✓ | — |
| Analytics (run history, step durations, trends) | ✓ | — |
| Extensibility (API, webhooks, Power Automate) | ✓ | __ |
