How to Archive Microsoft Teams Channels Using the Centro Salesforce Flow Element

Centro enables you to archive Microsoft Teams channels directly from Salesforce using Salesforce Flow. This allows teams to automatically archive channels when a process is completed (for example, when a case is closed or a project ends).

This article explains how to configure a Flow that archives a Microsoft Teams channel using the Centro Archive Conversation Flow Element.

Overview

With Centro, you can archive or unarchive a Microsoft Teams channel by passing the following information to the Archive Conversation Flow element:

• Channel ID

• Microsoft Team (Workspace) ID

These values are typically retrieved from the Linked Conversation object in Salesforce.

This action can be used in multiple Flow types, including:

• Record-Triggered Flow (Run onAdd Asynchronous Path)

• Screen Flow

• Autolaunched Flow

Example

Flow to Archive a Teams Channel

The following example demonstrates an Autolaunched Flow that archives a Microsoft Teams channel.

Step 1: Retrieve the Linked Conversation Record

Add a Get Records element to retrieve the Linked Conversation associated with the Salesforce record.

Configuration:

• Object: Linked Conversation

• Filter:

  • Linked Record = RecordId (or the triggering record in a record-triggered flow)

Store the following fields in variables:

Both variables should be Text variables.

This step ensures the Flow has the required Microsoft Teams identifiers needed to archive the channel.

Step 2: Add the Archive Conversation Flow Element

Next, add the Centro Archive Conversation Flow element.

Populate the following inputs:

Leaving Unarchive unchecked tells Centro to archive the channel.

Step 3: Save and Activate the Flow

Once the Flow is configured:

1. Save the Flow.

2. Activate it.

3. Connect it to your automation (such as a record-triggered event).

When the Flow runs, Centro will archive the specified Microsoft Teams channel.

Unarchiving a Channel

To unarchive a Teams channel, use the same Flow element but enable the Unarchive option.

Configuration:

Setting Unarchive = True reopens the archived Microsoft Teams channel.

Example Use Cases

Common scenarios for archiving Teams channels include:

• Archiving channels when a Salesforce Case is closed

• Closing collaboration spaces when a project is completed

• Cleaning up channels when a deal is closed

• Automatically managing lifecycle of customer support conversations