Send Salesforce Updates to Microsoft Teams Channels and Threads

Overview

When a field changes on a Salesforce record, Centro can post that change as a reply in the record's Microsoft Teams thread and refresh the record card at the top of the channel. You set it up with a record-triggered Salesforce Flow and Centro's flow actions. No code is required.

This article uses a Case status change as the example (Working → Escalated), but the same setup works for any field on the Case object, such as Description, or on other objects Centro links to Teams.

Before you begin

• Centro is installed in Salesforce and Microsoft Teams (AppExchange, Microsoft Marketplace).

• The record already has a linked Teams conversation, with a record card posted in a channel.

• You have permission to create and activate flows in Salesforce Flow Builder.

Set up the flow

1. Create a record-triggered flow on the Case object.

   • In the Start element, add an entry condition: Status → Is Changed → True.

   • The flow now runs every time the case status changes. Swap in any other field to track that instead.

2. Get the record's linked Teams conversation.

   • Add a Get Records element on Centro's Linked Conversations object. It holds the Microsoft Teams details Centro needs to post updates.

   • Filter by the linked record so it matches the case that changed.

   • Optionally add filters to exclude other linked conversations you don't need for this use case.

3. Store the Teams identifiers in variables.

   • Use Assignment elements to set three separate variables from the linked conversation: the channel ID, the message timestamp, and the group (team) ID.

   • The group ID is required for channel posts so the update lands in the correct channel.

4. Build the Teams deep link.

   • Create a Text formula resource that combines the channel ID and team ID into a URL the Microsoft API recognizes: "https://teams.microsoft.com/l/channel/"&{!VarChannelId}&"/"&"?groupId="&{!VarTeamId}

5. Post the change as a reply in the thread.

   • Add a Centro flow action to post a message.

   • Set the channel to the deep-link formula from step 4, and enter the message text you want posted (for example, the new status).

   • Under message options, choose Send as reply so the update posts in the record's existing thread.

6. Refresh the record card in the channel.

   • Add a second Centro action, this time choosing Update message instead of Send as reply.

   • Set the message timestamp variable from step 3 so Centro updates the original card.

   • Turn on the record block option. Without it, the card is replaced with plain text instead of a refreshed record card.

7. Save and activate the flow.

Test it

Open a case that has a linked Teams thread and change its status in Salesforce. In Teams, a reply with the change appears in the case's thread, and shortly after, the record card at the top of the thread shows the new status. The card refresh can take a few minutes.

Troubleshooting

Watch the video

Send Salesforce Updates to Microsoft Teams Channels and Threads (3:19), from Centro.

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