How to Automatically Create Microsoft Teams Channels from Salesforce Using Centro

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How to Automatically Create Microsoft Teams Channels from Salesforce Using Centro

This guide demonstrates how to automatically create new Microsoft Teams channels for each Salesforce account using a Salesforce Flow integrated with Centro.

Overview

When a new Salesforce account is created, a record-triggered flow is initiated. This flow creates a new Microsoft Teams channel under a specific team, adds members to the channel, and links the channel back to the Salesforce account via a live Centro link.

Step-by-Step Process

1. Triggering the Flow

• The automation begins when a new Account record is created in Salesforce.

• This triggers a Record-Triggered Flow, which can be further customized with additional criteria.

2. Preparing Channel Members

• The flow uses an Assignment element to set a Collection Variable with the user IDs of members to be added to the Teams channel.

• These user IDs can be hardcoded or dynamically pulled from the User object in Salesforce.

3. Creating the Teams Channel

• Use the Centro Flow Element: Create Conversations and Invite Users.

• Set the following fields:

  • Channel Name: This is created using a formula field (e.g., the account name).

  • Members: From the previously created collection variable.

  • Team ID: Retrieved from the Microsoft Teams URL.

4. Capturing the Channel ID

• Once the channel is created, Centro returns Output Variables.

• Store the Channel ID from these outputs for later use.

5. Sending a Notification & Linking the Record

• Use the Centro Send Notification Message flow element:

  • Message Content: Customize this to describe the channel's purpose or context-specific notes.

  • Attached Record: Use the RecordId of the triggering Account.

  • Channel Link: Use a Formula Field to build a Teams deep link using this structure:

"https://teams.microsoft.com/l/channel/"&{!VarChannelid}&"/"&{!frmChannelName}&"?groupId="&{!VarTeamID}

Replace {ChannelID}, {ChannelName}, and {TeamID}with their respective variables.

Result

• A new channel is created in Microsoft Teams under the designated team.

• Team members are automatically added.

• The channel is linked to the Salesforce Account record with a live Centro link for seamless messaging and collaboration.

Need Help?

If you have any questions or need help customizing this flow for your use case, please contact our support team.

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