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Installing and Setting Up Agentforce for Microsoft Teams

This guide walks you through installing and configuring Centro's Agentforce for Microsoft Teams, a powerful add-on for Centro’s Salesforce integration. By following these steps, you’ll get both the Salesforce and Microsoft Teams components set up and connected.

🔧 Step 1: Install the Centro Core Package in Salesforce

Before installing Agentforce, you must 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.

  4. Once installed, verify by going to:

    Setup → Installed Packages → Look for Centro


📦 Step 2: Install the AgentForce for Microsoft Teams Package

From AppExchange or Setup, search for:

AgentForce for Microsoft Teams  - or use this link


💬 Step 3: Add the Centro App to Microsoft Teams

You can do this two ways:

Option 1: Inside Microsoft Teams

Open Microsoft Teams

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, 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.


Continue to the following Articles based on the type of Agentforce Agent:

Setup:

  1. Agentforce Employee Agents (Internal)

  2. Agentforce Service Agents (External/Customer)



⚠️ 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: