New Lead Notifications with Salesforce Microsoft Teams Integration

Описание к видео New Lead Notifications with Salesforce Microsoft Teams Integration

We demo the seamless process of sending a “New Lead” alert from Salesforce directly into Microsoft Teams. Whether you’re a seasoned Salesforce user or just getting started, this tutorial will walk you through the setup and configuration, ensuring that your Teams channel receives timely and relevant notifications.

Key Points Covered: Creating the Record-Triggered Flow, Text Templates, Markdown Formatting, using our custom action, and getting it launched.

Check out the other videos in our Demos playlist, or visit our website for more information including easy-to-use detailed documentation and pricing.

Website: https://www.cyfunolabs.com
Docs: https://www.cyfunolabs.com/vikundi/docs
AppExchange Listing: https://appexchange.salesforce.com/ap...

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