Microsoft Teams Live Link Overview

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Using the Centro Live Link Web Component to Connect Salesforce with Microsoft Teams

The Centro Live Link web component provides a powerful integration between Salesforce and Microsoft Teams, enabling users to collaborate directly within Salesforce records. This article overviews its features and how it connects Salesforce objects to Microsoft Teams chats and channels.

Key Features of the Centro Live Link Component

🔗 View and Engage with Microsoft Teams Conversations

• When viewing an Account (or other supported object) in Salesforce, the Centro Linked Conversations component displays linked Teams chats or channels.

• Each linked conversation shows:

  • Full message history.

  • The ability to @mention users.

  • Support for emojis and rich text interactions.

• Example: A conversation titled Opportunity Pension Corporate Restructuring is shown, allowing users to see the chat history and contribute directly.

🧵 View Threaded Conversations

• The component supports threaded messages from Teams.

• For example, a thread from a Deal Desk conversation can be viewed in full context.

• Users can respond directly within Salesforce, keeping communication centralized and efficient.

Creating and Linking Teams Channels or Chats

The Centro Live Link component provides flexible options for linking Microsoft Teams spaces to Salesforce records:

✅ Create and Link New Chats or Channels

• Choose between a Chat (direct or group message) or a Team Channel.

• To create a new chat, leave the Team field set to Chat.

• To create a channel:

  • Select a team, such as US Sales Team.

  • Create and link a new channel within that team.

🔄 Link Existing Teams Channels or Chats

• You can also search for and link to existing chats or existing channels in Microsoft Teams.

• This makes it easy to connect relevant Teams activity to Salesforce records without duplicating channels.

Additional Functionality

• 🔖 Pin the Record Block: When linking a conversation, you can pin a Salesforce record block to the channel or chat in Teams. This helps keep context front and center for collaborators in Microsoft Teams.

• 👥 Add Members Automatically: When creating or linking a conversation, you can optionally add relevant Salesforce users as members of the Teams chat or channel.

Summary

The Centro Live Link component bridges Salesforce and Microsoft Teams, enabling seamless communication without leaving the CRM. Whether you’re collaborating on deals, managing support cases, or coordinating account activities, this tool ensures that conversations stay connected to the work that matters.

If you have any questions or need help configuring this component, please contact our support team.

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