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MS-Teams Meeting Protocols in Salesforce

 

After the setup is completed by the Administrator, you can access Microsoft Teams meeting protocols directly in Salesforce. The recorded meeting details will be available in Salesforce, making it easier to track conversations and follow up efficiently.

 

 

 

How to Access Meeting Protocols

To access the meeting protocols, open the corresponding Event in Salesforce and navigate to the bottom in the Details tab, where the meeting details are displayed in a dedicated component, as highlighted in the image below.

Depending on the meeting type and scenario, the corespondent available options will appear.

 

 

 

Meeting Chat

 

The meeting chat in Microsoft Teams allows participants to share messages, links, and files during and after a meeting. It helps keep everyone informed and serves as a space for follow-up discussions. The chat is available even after the meeting ends for easy reference.

 

The meeting chat button will open the meeting chat either in Teams or in your browser.

 

 

 

You can choose, if you want to open the meeting chat in your Teams application or in your browser.

 

 

 

 

 

Meeting Information

To access the Meeting Information, simply click the button as highlighted in the image below.

 

A window will pop, showing all meeting relevant information in the corresponding fields as such:

 

Meeting Subject - the meeting title

Actual Start Date Time - the actual time when the meeting started

Actual End Date Time - the actual time when the meeting ended

Organizer Name - name of the meeting organizer

Organizer Email - email address of the meeting organizer

Invitees - people who got invited to the meeting

Attendees - people who actually attended the meeting

 

 

 

 

 

 

Open in Stream - access meeting recording

By clicking on the Open in Stream button, the meeting recording will be opened together with other meeting information.

 

The Open in Stream option in Microsoft Teams allows users to view meeting recordings in Microsoft Stream, an enterprise video platform within Microsoft 365. This integration enables users to watch, manage, and share videos securely within their organization. By opening a meeting recording in Stream, participants can access features such as chapters, transcripts, notes, search, and meeting recaps, enhancing collaboration and information sharing.

 

 

 

 

 

Download Transcription

By clicking on the Download Transcription button, you will be able to download the meeting transcription to your machine in a VTT file format.

 

 

 

View Transcription

 

This option allows you to view the meeting transcription within Salesforce.

 

 

 

 

Once clicked on the View Transcription button, a window will pop up showing the meeting transcription.