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Updated: 24 March 2026

Installing Agentforce for Microsoft Teams

This guide walks you through installing and configuring Centro's Agentforce for Microsoft Teams. While these steps are self-serve, we highly recommend setting up a call with our team to guide you through the setup!

Prerequisites:

  • Salesforce Admin Access

  • Microsoft Teams Admin Access

The Centro app consists of two companion apps: One for Salesforce and one for Microsoft Teams. The process is described below:

Step 1: Install the Centro Core Package in Salesforce

Before installing the Agentforce package, install the Centro Core package.

  1. Use the install links below:
    - Production Install Link
    - Sandbox Install Link

  2. Select Install for Admins Only.

    Accept third-party access and begin the install.

  3. If the install takes time, click Done — you’ll receive a confirmation email when the install is complete.

Once installed, verify by going to: Setup → Installed Packages → Centro


Step 2: Install the AgentForce for Microsoft Teams Package

From AgentExchange, search for: AgentForce for Microsoft Teams  - or use this link

  • Click Get It Now and choose the same environment (Production or Sandbox) as before.

  • Log in when prompted, then select Install for Admins Only.

  • The installation should be complete.

Step 3: Add the Centro App to Microsoft Teams

You can do this one of two ways:

Option 1: Inside Microsoft Teams

Open Microsoft Teams

  • Click Apps

  • Search for Centro

  • Click Add

Option 2: From Microsoft AppSource

Once added, click Open to view the Centro home tab in Teams.


Step 4: Authorize the App in Microsoft Teams

  1. In the Centro Teams app->Home Tab, click Authorize.

  2. A Microsoft Teams Admin may be required.

  3. If you’re not an admin, click through the dialog and send a notification to your IT administrator.

  4. Click Automation User, and select a Salesforce Production or Sandbox org to connect to.

  5. Finally, go to the Centro app in Salesforce to see the established connection to Teams.


Step 5: Continue to the following Articles based on the type of Agentforce Agent you'd like to setup:


⚠️ Troubleshooting: Installation Order Matters

If you attempt to install Agentforce for Teams before installing the Centro Core package, you will encounter the following error:

❌ “This package can’t be installed.”


To resolve this:

  • First install Centro Slack + Microsoft Teams + Salesforce Integration

  • Then install AgentForce for Microsoft Teams