How to Setup Agentforce Action Prompts for Microsoft Teams

Learn how to proactively prompt sales reps in Microsoft Teams to update Salesforce data using Agentforce and Centro. In this demo, we walk through how to configure Centro’s new “Start a Session with an Agentforce Agent” action inside Salesforce Flow, allowing you to automatically notify users when data hygiene issues need attention. In this example, when an Opportunity close date is in the past, a record-triggered Salesforce Flow automatically starts a session in Microsoft Teams with an authenticated Agentforce Sales Agent, prompting the opportunity owner to update the close date—without needing to log into Salesforce or manually invoke AI. This is a major shift from traditional AI workflows: instead of asking reps to prompt the agent, the agent proactively prompts the rep where they already work—in Microsoft Teams. In this video, you’ll see how to configure: • Record-triggered Salesforce Flow • Centro Start Agentforce Session flow action • Agent selection and authenticated employee agents • Microsoft Teams app mentionable user setup • Dynamic user routing based on Opportunity Owner • Prompt templates using Salesforce record variables • Dynamic data hygiene prompts for pipeline accuracy • Conversation output variables for downstream automation • Follow-up actions like posting record blocks and updates This approach is ideal for: • Sales pipeline hygiene • Opportunity close date updates • Missing field remediation • Rep notifications in Teams • Agentforce proactive workflows If you’re looking to improve forecast accuracy, rep adoption, and Salesforce data quality, this workflow shows how to bring Agentforce directly into Microsoft Teams with proactive action prompts. #Salesforce #Agentforce #MicrosoftTeams #SalesOps #RevenueOperations #SalesEnablement #SalesforceFlow #DataHygiene #Centro #AIinSales