Title: Salesforce to Microsoft Teams Integration - The Blueflame Labs
1(No Transcript)
2WHAT IS SALESFORCE AND MICROSOFT TEAMS?
- Salesforce is a cloud-based customer relationship
management platform. - It allows organizations to manage commerce,
services from anywhere in the world to make their
clients happy. - Microsoft Teams is collaboration software.
- It helps users to stay connected to their peers
allowing them to chat, meet and interact
virtually.
3CHANNEL IN MICROSOFT TEAMS?
- Channels are sections dedicated within a team to
keep conversations/interactions organized by
specific projects, topics, disciplines which are
beneficial for that team. - BUSINESS REQUIREMENT
- Create Teams Channel on Project Creation in
Salesforce automatically. - Project users can interact with each other using
the channel. - Using Power Automate we can create a channel on
the Team when a new Salesforce Project is
created. - Channel will be named as Project Name from the
Salesforce to identify it easily.
4SALESFORCE TO MICROSOFT TEAM INTEGRATION
- Streamline the processes by connecting with the
leading Dynamics 365 Implementation Provider
Blueflame Labs. - TECHNOLOGIES AND COMPONENTS INVOLVED
- Salesforce
- Microsoft Teams
- Power Automate
- Trigger Salesforce Project creation
- Connection to MS Teams Graph API Version 1.0
for Teams
5MICROSOFT TEAMS
- We will create a channel in any pre-existing team
in MS Teams. - Channels are created under Team.
- We can create multiple channels in Teams.
- Please check below the image for reference,
6POWER AUTOMATE
- Power Automate is a service that helps in
creating automated flows between different apps
and services. - It synchronizes anything like files, gets
notifications, collects data, and many more. - Connect with our Microsoft experts in Blueflame
Labs The leading Dynamics 365 Implementation
Provider. - Realize how Dynamics 365 can increase the ROI for
your business and makes your customers super
happy.
7TRIGGER THE FLOW ON SALESFORCE PROJECT CREATION
- Flow gets triggered When a project gets created
in Salesforce.
8 INITIALIZE AND SET CHANNEL NAME VARIABLE
- The Channel name could be anything as per
requirement. - Here we have used a combination of Project Code
and Name to create a channel name. This should be
unique.
9INITIALIZE, SET VARIABLES FOR AUTHENTICATION
- As we are using Graph API, we need the below
properties for authentication. - Team Nickname
- Tenant
- Client ID
- Secret
10 GET THE TEAM ID
- We need Team ID to create a channel in teams.
- We will use HTTP action which uses Graph API
v1.0 to get the Teams ID. - To filter out the desired team from all the data
we have applied a query filter of Team Nickname. - URI https//graph.microsoft.com/v1.0/groups?fil
termailNickName eq ltTeam Nick Namegt
selectid - The HTTP action needs an Active Directory OAuth
type of authentication to access the Graph API.
Used Tenant, Client ID, and Secret variables to
configure the authentication. - Use https//graph.microsoft.comas the audience.
11 GET THE TEAM ID
12PARSE THE JSON OUTPUT OF THE ABOVE HTTP ACTION
- Use JSON output as a Schema and Body as a Content
from the output of the HTTP action in the Parse
action. - Sample schema will look like,
13INITIALIZE AND SET TEAM ID VARIABLE
- We get the Teams ID from the parsed JSON from the
previous step. - Set Teams id to the Team ID variable.
14INITIALIZE AND SET CHANNEL CREATION URI
- Use the following URI and Team ID to set the
Channel URI variable. - URI https//graph.microsoft.com/v1.0/teams/'ltTeam
IDgt/channels
15INITIALIZE AND SET ODATA.TYPE
- CREATE A CHANNEL BY USING HTTP ACTION.
- The HTTP action needs an Active Directory OAuth
type of authentication to access the Graph API. - To configure the authentication use Tenant,
Client ID, and Secret variables. - Use https//graph.microsoft.com as an audience.
16INITIALIZE AND SET ODATA.TYPE
17CREATE PROJECT IN SALESFORCE TO TRIGGER POWER
AUTOMATE
- Create a sample new project in Salesforce that
will trigger Power Automate a - It will create Channel in the mentioned Team as
below
18Conclusion
- Know more about Microsoft Dynamics 365 and other
Microsoft products. - Blueflame Labs is one of the leading Dynamics 365
Implementation Provider. - We serve customers with the best possible
Microsoft Solutions. - Get in touch with us today.
19Willing to Explore New Technologies Together for
Mutual Growth
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