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:

1. AgentForce for Microsoft Teams  - or use this link

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

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

4. The installation should now succeed.

💬 Step 3: Add the Centro App to Microsoft Teams

You can do this two ways:

Option 1: Inside Microsoft Teams

Open Microsoft Teams

• Click Apps

• Search for Centro

• Click Add

Option 2: From Microsoft AppSource

• Visit Microsoft AppSource

• Search for Centro

• Click Get It Now

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.

🔗 Step 5: Connect to Salesforce

1. From the Centro Teams app, click Automation User.

2. Select the environment (Production or Sandbox) that matches your install.

3. Complete the OAuth prompt to connect to Salesforce.

👤 Step 6: Configure Salesforce Permissions

1. Go to Users → Select Your Admin User

2. Click Permission Set Assignments → Edit Assignments

3. Assign:

   • Centro Admin

   • Centro User

   
   

4. Go to Installed Packages → Centro → Manage Licenses

5. Add your admin user (at minimum) to the licensed users.

👥 Step 7: Create the Agentforce Integration User

1. Navigate to Users → New User

2. Use:

   • User License: Einstein Agent

   • Profile: Einstein Agent User

   • Email: A working email you have access to

   
   

3. Assign these permission sets:

   • Centro Admin

   • Centro User

   • Avoid assigning Agentforce Default Agent (it may cause errors)

   • 
   
   

4. Go to Installed Packages → Manage Licenses and add this integration user to AgentForce.

🔐 Step 8: Create and Configure a Connected App

1. In Setup, search for:

   External Client Apps

2. Go to Settings → Enable Creation of Connected Apps

3. Click Create New Connected App and fill in:

   • App Name: Centro AgentForce for Microsoft Teams

   • Callback URL: https://login.salesforce.com

   • Selected OAuth Scopes:

     • Access chatbot services

     • Access and manage your data (API)

     • Manage user data via APIs

     • Perform requests at any time

     
     

   • OAuth Settings:

     • Deselect all “require secret” options

     • Enable client credentials flow

     • Issue JWT-based access tokens for named users
       

4. Save and continue.

🔧 Step 9: Finalize Connected App Settings

After saving, click Manage → Policies

1. 
   

   • Set Permitted Users: All users may self-authorize

   • Under Client Credentials Flow, select an admin user to run as

   
   

2. Go to Agentforce → Agents → Connections

   
   

   • Click Add API Agent

   • Select the connected app you just created

   • 
   
   

🔑 Step 10: Retrieve Consumer Key & Secret

1. Go to App Manager → Find your new Connected App → View

2. Click Manage Consumer Details

3. Verify your identity via email

4. Copy the Consumer Key and Secret

🔗 Step 11: Finish Connection in Teams

1. In Microsoft Teams → Centro App

2. Click the ⚙️ (gear) icon

3. Paste the Consumer Key and Secret

4. Click Save — the screen should refresh and show your agents

5. Select an agent to start a session

⚠️ 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