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Updated: 25 March 2026

Adding Centro Agentforce Actions for Microsoft Teams to Agents

This guide walks through how to install and configure Centro’s Agentforce actions for Microsoft Teams in your Salesforce org.

Once completed, your Agentforce agents will be able to take actions in Microsoft Teams, such as creating chats or managing channels.

Out of the box actions:

Actions

Description

Send Notification to Microsoft Teams Chat

Given a Record ID, send the conversation text to the appropriate Microsoft Teams Chat based on the Linked Conversation Chat

Get Linked Conversation

Gets the linked conversation for any given Salesforce record (input: varRecordId)

Summarize Teams Conversation

Given a Record ID, summarize a Teams conversation and return the summary

Add Members to Teams Chat

Add Salesforce User to a MS Teams Chats. The user needs to provide the first name or the last name to identify the Teams Member Id. The Microsoft Chat is identify based on the VarRecordid provided by the User.

Create Teams Chat

Creates and invites users to a Teams Chat, and links to the Linked Conversation object
Prerequisites

Before configuring Agentforce actions, ensure the following are in place (also see: Installing Centro Agentforce Components):

1. Install Centro in Microsoft Teams

  • Install the Centro app in your Microsoft Teams tenant

  • A Teams admin must authorize the app

  • Click “Authorize” during setup

Once authorized:

2. Install the Centro Core Package in Salesforce

  • Install the Centro core package in your Salesforce org

  • This enables the connection between Salesforce and Microsoft Teams

To verify the connection:

  1. Navigate to Centro Setup in Salesforce

  2. Confirm your Microsoft Teams tenant is connected and visible

3. Install the Agentforce Add-On Package

Add Centro Agentforce Actions

Once prerequisites are complete, you can add Centro actions to your Agentforce agent.

Step 1: Open Agentforce Builder

  1. In Salesforce, go to Setup

  2. Navigate to Agentforce Builder

Step 2: Add Centro Assets

  1. Select your existing agent (or create a new one)

  2. Click Add Asset from Library

  3. Locate Centro Microsoft Teams Integration

  4. Click Finish

After adding:

  • A new Topic will appear in your agent

Understand Topics, Actions, and Instructions

Each Centro topic includes:

  • Agent Actions

    (e.g., create Teams chats or archive channels)

  • Instructions

    These define how and when the agent uses each action

Example

You may see an action like:

  • Create or archive Microsoft Teams chats and channels

This action is paired with an instruction that enables the behavior.

Customize Behavior

You can control which actions your agent uses:

  • Remove an instruction to disable a specific action

  • Keep instructions to allow the agent to execute that functionality

  • Modify instructions to match user behavior. Note that the instructions that ship with the actions are keying off terms like "MS Teams" instead of "Microsoft Teams", or even simply "Teams".

This gives you the flexibility to tailor how your agent interacts with Microsoft Teams.

Summary

To integrate Agentforce with Microsoft Teams using Centro:

  1. Install and authorize Centro in Teams

  2. Install the Centro core package in Salesforce

  3. Verify the Teams connection in Centro Setup

  4. Add Centro assets in Agentforce Builder

  5. Configure topics, actions, and instructions

Need Help?

If you have questions or run into issues during setup, reach out to theCentro team for support.