Agentforce for Microsoft Teams - Overview Demo

See how Agentforce works natively inside Microsoft Teams with Centro — across service, sales, knowledge, and collaboration workflows. In this walkthrough, we demo how teams can use Agentforce directly where work already happens in Teams, without forcing users back into Salesforce. You’ll see how this works across multiple real-world use cases: • Knowledge Agents in Teams DMs and chats Employees and service reps can ask questions directly against the company knowledge base from inside Teams, making onboarding and support faster. • @Mentionable service agents in channels and shared channels Use Agentforce for IT help desk, HR, or customer support workflows. Create cases, ask follow-up questions in thread, and check open cases — all without leaving Teams. • Proactive sales prompts (“Prompt the rep, not the AI”) Instead of requiring sellers to prompt an agent, Agentforce proactively messages reps in Teams when pipeline hygiene needs attention, like stale close dates or missing updates. Reps can simply reply to update Salesforce in seconds. • Agent Actions from Salesforce into Teams Create Microsoft Teams chats from opportunities, invite the right stakeholders automatically, push record updates into Teams, and keep collaboration tied directly to Salesforce records. • Conversation summaries and field updates Summarize long Teams conversations, generate key takeaways for deal prep, and push those summaries back into Salesforce fields or post them to the Teams thread. This is how Agentforce drives adoption in the real world: AI working inside Teams, honoring Salesforce permissions, and making updates effortless for end users. If your customers live in Microsoft Teams, this is the missing layer for Agentforce. #Agentforce #MicrosoftTeams #Salesforce #RevOps #SalesEnablement #CustomerService #AI #EnterpriseSoftware #Centro