Salesforce integration for Microsoft Teams
Accounts, opportunities and cases from Salesforce, live during your Teams call.
uContactManager automatically shows the right Salesforce data on every incoming Teams call: the account, the contact, open opportunities and cases — as an Adaptive Card inside Microsoft Teams.
Salesforce customer context without switching
On an incoming call uContactManager matches the number to your Salesforce records and presents the account, contact, account owner and active opportunities. Agents work entirely from Teams with the Salesforce context immediately at hand.
What the integration does
Account and contact recognition
Phone numbers are linked in real time to Salesforce accounts and contacts via the Salesforce API.
Opportunities and cases in view
See open opportunities, their stage and active cases the moment you answer the call.
Open the Salesforce record
Jump from the Adaptive Card straight to the right record in Salesforce and log the activity.
See it in action
This is how the customer context appears in Microsoft Teams.
More integrations
uContactManager connects to more systems
See how uContactManager also works with your other CRM, service desk and ERP applications.
All integrationsReady to connect Salesforce to Teams?
Discover how uContactManager surfaces your customers' Salesforce context live in Microsoft Teams.
Frequently asked questions
uContactManager matches the calling number to Salesforce and shows the account, contact, account owner, open opportunities and cases — as an Adaptive Card in Microsoft Teams.
Yes. With the 'Log a Call' popup you record the call on the Salesforce case or record from within Teams — handy for time tracking and follow-up, without navigating to Salesforce.
No. The integration runs via the Salesforce API and everything appears in the standard Microsoft Teams client. Universal Cloud sets it up securely with read-only access plus optional write-back.
Want the technical detail?
Download the technical datasheet with the full way of working, the access required and all security measures — intended for your IT and security teams.
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