Flow Actions

Create Microsoft Team

Introduction

The CloudFiles: Create Microsoft Team flow action allows you to automate the creation of a Microsoft Team directly from Salesforce. This action can be used to streamline collaboration by setting up Teams tailored to specific business scenarios, such as a new Salesforce record or group. By leveraging this integration, users can ensure seamless communication and efficient management of resources in Microsoft Teams.

The image below provides an overview of the input parameters and how this action appears in a Salesforce flow. Detailed descriptions of the input and output parameters are provided in the following sections.

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What this action does

The CloudFiles: Create Microsoft Team action facilitates the creation of a Microsoft Team based on the provided parameters, such as a description, name, and optional template or an existing Team ID for cloning. The output is the ID of the newly created Team, which can be used for further integrations or configurations.

Example Use Case

Automatically create a Microsoft Team whenever a new Salesforce user group is created. For instance, if a user group is created for an account, the corresponding Microsoft Team can be set up to enhance collaboration among team members.

Input Parameters

To configure the Create Microsoft Team action, provide the following parameters:

Name

The name of the Microsoft Team.Example: "Account XYZ Team."

Description

A brief description of the Microsoft Team being created. Example: "Team for managing all activities related to Account XYZ."

Team ID (for cloning)

(Optional)

The ID of an existing Microsoft Team to use as a template for creating the new Team. If provided, the new Team will inherit the structure and settings of the specified Team.

Template ID

(Optional)

The ID of a predefined Microsoft Team template to use. If provided, the new Team will follow the structure defined by the template.

Output Parameters

The action returns the following output:

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Created Team ID (Text)

A string containing the ID of the newly created Microsoft Team. This ID can be used for subsequent operations, such as updating the TeamId into a field etc.