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CloudTools | Microsoft 365, Copilot & Teams Integration
Cloud to cloud integration. Simplified.
Overview
Bring Microsoft 365 and Copilot into Salesforce. Work with files, chat, email, tasks, and calendars, automate with Flow actions, and connect external apps—all with less app switching and custom development.
See How CloudTools | Microsoft 365, Copilot & Teams Integration Works
Microsoft 365 where you work — Access files, email, conversations, tasks, and calendars directly in Salesforce. Keep work moving with fewer tabs and less app switching.
Copilot inside Salesforce — Bring Microsoft Copilot chat and knowledge-focused assistance into your Salesforce workspace so teams can ask questions and find answers without breaking their workflow.
Documents within reach — Browse, upload, download, and share SharePoint and OneDrive files from Salesforce. Give teams convenient access to the documents that support their work.
Automation without the custom code — Use ready-to-use Salesforce Flow actions to send Outlook email, post Teams messages, manage documents, and create tasks across Microsoft 365.
Connect beyond Salesforce — Exchange Salesforce data with external apps and workflows through Microsoft Power Platform, Nintex, and OpenAPI-compatible tools. Build connected processes using the platforms you already own
Bring Microsoft 365 into Salesforce—and connect Salesforce to the tools your business runs on. CloudTools 2.0 puts files, conversations, email, tasks, calendars, and Microsoft Copilot within your Salesforce workspace. Add configurable Lightning components to record, app, and home pages so teams can find information, collaborate, and take action without switching applications. Work with SharePoint and OneDrive documents, join Teams channel conversations, read and send Outlook email, manage tasks and calendar events, and search Microsoft 365 content. Bring Copilot chat and knowledge-focused assistance into the same workspace. Go beyond the interface with ready-to-use Salesforce Flow actions for Microsoft 365. Automate document operations, messages, tasks, and more—or connect external apps and workflows to Salesforce through Microsoft Power Platform, Nintex, and OpenAPI-compatible tools. Give admins configurable components and reusable actions. Give users access to the tools they need where they already work. Build connected business processes with less custom development.
Categories
- Business Needs
- SalesProductivityCustomer Service
- Industries
- Horizontal Product
- Personas
- Business Operations ManagerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageSalesforce Mobile