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Updated: 15 October 2026

Customize Display Options Salesforce Record Blocks in Microsoft Teams

Overview

Centro allows you to customize how Salesforce record blocks appear in Microsoft Teams. With the new Display Options, administrators can control whether the Salesforce URL appears in the record block name and whether users can edit the record block directly from Teams.

These settings help you standardize the display of Salesforce records and control which actions are available to users.

Available Display Options

You can configure the following options for Salesforce record blocks:

  • Display Salesforce URL: Choose whether the Salesforce URL appears as part of the record block name.

  • Allow Editing: Choose whether users can edit the record block using the Edit option in the record block's overflow menu.

How to Configure Display Options

Follow these steps to customize a Salesforce record block in Microsoft Teams.

  1. Navigate to a Microsoft Teams conversation containing a Centro Salesforce record block.

  2. Locate the record block you want to customize.

  3. Click the three-dot menu associated with the record block.

  4. Select Customize.

  5. Locate the new Display Options section.

  6. Deselect the options you want to disable:

    • Deselect the Salesforce URL display option to remove the URL from the record block name.

    • Deselect the editing option to prevent users from editing the record block through the overflow menu.

  7. Apply the changes.

The record block will update to reflect your selected display options.

Applying Changes to Salesforce Objects

Display Options are configured at the Salesforce object level. For example, changes made to the Opportunity object apply to all Opportunity record blocks, rather than just the individual record block where you made the change.

You can configure these settings for other Salesforce objects as needed.

Troubleshooting

If your record block does not display the expected options or changes are not reflected as expected:

  • Verify that you selected Customize → Display Options from the record block's three-dot menu.

  • Confirm that you changed the settings for the correct Salesforce object.

  • Check the record block again to verify that the updated display settings are applied.

Need Help?

If you have questions about configuring Salesforce record blocks in Microsoft Teams, contact the Centro support team for assistance.