🔗 Get Centro on AgentExchange: View Centro: Agentforce for Microsoft Teams on AgentExchange
If your organization runs on Salesforce and Microsoft Teams, you already know the pain: toggling between apps, copy-pasting data, and losing context every time you switch windows. According to recent workplace productivity studies, the average knowledge worker switches between applications over 1,000 times per day — and CRM-to-collaboration tool transitions are among the most disruptive.
Centro for Salesforce and Microsoft Teams solves this problem at scale. Built by Centro LLC (Boulder, CO, founded in 2020), this enterprise-ready integration goes far beyond basic notifications. It delivers bidirectional CRM sync, editable Salesforce records inside Teams, Agentforce-native AI agents in Teams channels, and no-code automation — all in a package that deploys in under an hour.
What makes Centro different from native Salesforce-Teams connectors or lightweight middleware? Three words: Agentforce-native architecture. Centro is the first integration to surface @mentionable Agentforce agents directly inside Microsoft Teams, letting your team interact with AI-powered CRM assistants without ever leaving their collaboration hub.
In this guide, you'll learn:
Vantage Point is an official Centro partner. Our certified Salesforce professionals implement Centro solutions that drive measurable results — including a 40% reduction in case resolution times for our clients. Learn more about our Centro partnership →
Centro is an enterprise-grade integration platform that connects Salesforce and Microsoft Teams in ways the native connector simply cannot. Trusted since 2020, Centro carries a perfect 5/5 star rating across its AgentExchange listings (42 reviews on the core listing) and is SOC 2 compliant.
At its core, Centro delivers three pillars of value:
Centro is available on both the Salesforce AgentExchange and the Microsoft Marketplace, and is compatible with Sales Cloud, Service Cloud, and Experience Cloud.
One of the first questions teams ask is: "Why do I need Centro when Salesforce already has a Teams integration?" The answer becomes clear when you see the feature comparison:
| Feature | Centro | Native Salesforce-Teams Connector |
|---|---|---|
| Agentforce in Teams | Full support: @mentionable agents, 6 pre-built actions, proactive prompts | No native Agentforce actions or @mentions |
| Bidirectional Sync | Deep: Records ↔ Teams via Flows, real-time notifications | Limited: primarily one-way notifications with basic linking |
| Editable Records in Teams | List Views, Dashboards, and Reports editable inline | View-only; no native inline editing |
| Case/Sales Automation | Create and manage Cases, Tasks, and records from any message; Deal Rooms | Basic case creation; no advanced Flows |
| Customization | No-code Flows, triggers, all objects and fields supported | Standard setup only; requires custom development for advanced use |
| Forms in Teams | Custom Salesforce Forms accessible to any Teams user | Not available |
| Setup Time | Less than one hour | Variable; requires coordinated Teams admin + Salesforce admin effort |
| Mobile Support | Full feature parity on Teams mobile | Limited mobile functionality |
The takeaway: Centro is not just an incremental improvement over the native connector — it's a fundamentally different architecture designed for teams that need deep, bidirectional CRM collaboration inside Microsoft Teams.
Centro's flagship differentiator is Agentforce-native integration. This means your Salesforce AI agents are not siloed inside the CRM — they live directly in Microsoft Teams, accessible via simple @mentions.
How it works:
📺 Watch the setup walkthrough: How to Add Centro Agentforce Actions for Microsoft Teams into Agents
Why this matters: When AI agents are embedded in the tools people already use, adoption skyrockets. Instead of asking reps to log into Salesforce to interact with Agentforce, Centro brings the agent to them — reducing friction and accelerating response times.
Centro's bidirectional sync ensures that Salesforce and Teams are always in lockstep:
One of Centro's most-loved features is the ability to surface full Salesforce List Views, Dashboards, and Reports as interactive, editable cards directly inside Microsoft Teams:
This turns Microsoft Teams into a true CRM workspace where reps can work their pipeline, manage cases, and track metrics without context-switching.
For service teams, Centro transforms how cases are handled:
📺 See it in action: Create a Case from Microsoft Teams Messages
Centro's Deal Rooms feature gives sales teams a dedicated collaboration space for every deal:
📺 Watch the Deal Room demo: Salesforce and Microsoft Teams Deal Room
Getting started with Centro is straightforward. Follow these steps to go from zero to fully integrated in under an hour:
Install the Centro app in your Teams tenant and authorize the connection. Centro is available in the Microsoft Marketplace.
Install the Centro core managed package in your Salesforce org from AgentExchange.
Navigate to the Centro Setup page in Salesforce and verify that your Teams tenant is connected and authenticated.
In Agentforce Builder, add Centro assets from the AgentExchange library:
📺 Step-by-step video: How to Add Centro Agentforce Actions
Use Salesforce Flow Builder to create automations:
Add the Centro Lightning component to your Salesforce page layouts to embed a Teams mini-client directly within Salesforce.
Create or update records in both Salesforce and Teams to verify bidirectional data flow. Check that notifications fire correctly and editable List Views update in real time.
With setup complete, deploy to your user base with training resources from Centro's support site and YouTube How-To playlist.
| Component | Cost | Notes |
|---|---|---|
| Connected Salesforce Users | $15/user/month | Users with active Salesforce licenses interacting via Teams |
| Non-Salesforce Users | $4/user/month | Teams users who need CRM access without a Salesforce license |
| Agentforce for Teams Add-On | $1,500/company/month per agent | Platform fee for each Agentforce agent surfaced in Teams |
| Free Trial | 15 days | Full-featured trial available |
| Nonprofit Discount | Available | Contact Centro for details |
Cost Considerations:
Ready to try? Start your free 15-day trial →
As an official Centro partner, Vantage Point brings certified Salesforce expertise to every Centro implementation. Our approach goes beyond basic installation — we design integrated workflows that align Centro's capabilities with your specific business processes.
Learn more about the Vantage Point + Centro Partnership →
The most comprehensive way to connect Salesforce and Microsoft Teams is through Centro, an enterprise-grade integration available on AgentExchange. Install the Centro app in your Teams tenant, install the Centro core package in Salesforce, and verify the connection — the entire process takes less than an hour. Centro provides bidirectional sync, editable records, Agentforce AI agents, and no-code automation.
Centro is a Boulder, Colorado-based integration platform (founded 2020) that connects Salesforce with Microsoft Teams and Slack. It's the top-rated Salesforce-Teams integration on AgentExchange with a 5/5 star rating across 42 reviews. Centro goes beyond basic notifications to deliver bidirectional CRM sync, editable Lightning Cards in Teams, AI-powered Agentforce agents, and case management — all without code.
Yes — Centro is the leading solution for surfacing Agentforce agents directly in Microsoft Teams. With Centro's Agentforce for Teams integration, users can @mention AI agents in Teams channels, chats, shared channels, and 1:1 conversations. Agents respond contextually with Salesforce data and can even proactively prompt users with next-best-action suggestions. Six pre-built Agentforce actions and one subagent are available in the AgentExchange library.
Centro pricing starts at $15/user/month for connected Salesforce users and $4/user/month for non-Salesforce users. The Agentforce for Microsoft Teams add-on costs $1,500/company/month per agent. A 15-day free trial is available, and nonprofit discounts are offered. Contact sales@centro.rocks for custom pricing.
For most organizations, yes. Centro offers bidirectional CRM sync (vs. limited one-way notifications), editable records in Teams (vs. view-only), Agentforce-native AI agents (not available natively), case and sales automation from any Teams message, custom Salesforce Forms, and setup in under an hour. The native connector provides basic linking but lacks the depth of integration that Centro delivers.
Basic Centro setup takes less than one hour: install the app in Teams, install the Salesforce package, verify the connection, and you're live. Configuring advanced features like Agentforce agents, custom Flows, and embedded Teams in Salesforce typically takes a few additional days. Working with an implementation partner like Vantage Point can accelerate the process further.
Yes. All Centro features — including bidirectional sync, editable List Views, case creation, Deal Rooms, and Agentforce interactions — work on the Microsoft Teams mobile app with full feature parity.
Centro for Salesforce and Microsoft Teams is the most complete integration available for organizations that live in both platforms. With Agentforce-native AI, bidirectional CRM sync, editable records, and no-code automation, Centro eliminates the app-switching that costs your team hours every week.
Whether you're looking to improve sales collaboration with Deal Rooms, accelerate case resolution with Teams-native case management, or bring AI-powered Agentforce agents to where your team actually works, Centro delivers — with a perfect 5/5 star rating and enterprise-grade security to back it up.
Ready to get started?
Vantage Point is a certified Salesforce and HubSpot consulting partner specializing in CRM implementation, integration, and AI-powered automation. As an official Centro partner, Vantage Point helps organizations connect Salesforce with Microsoft Teams and Slack to drive collaboration, streamline operations, and accelerate business outcomes. Our services include Salesforce (Sales Cloud, Service Cloud, Experience Cloud), HubSpot CRM, MuleSoft integration, Data Cloud, and AI personalization.
📍 Learn more at vantagepoint.io