Salesforce Record Detail Enrichment for Teams Card

Overview

This on-demand flow fetches a Salesforce record by its ID and posts a rich, styled HTML summary to a Microsoft Teams channel. The card displays key fields (Name, Owner, Created Date, Last Modified, Status) and a direct link back to Salesforce, enabling sales teams to share record details without switching apps.

Use Case

Sales teams and business users frequently need to share Salesforce record details in Teams conversations. Instead of switching between apps, copying fields manually, or sharing raw URLs, this flow lets a user enter a Record ID and instantly post a formatted summary card to a Teams channel.

The flow is ideal for teams that:

• One-click Salesforce record lookup — no manual copy-paste
• Rich HTML card with styled layout — professional appearance
• Works across Salesforce object types — Account, Contact, Opportunity, etc.
• Field fallbacks handle multiple object schemas — same flow for any object
• Fully env-var-driven — re-target to different objects without flow edits

Flow Architecture

Environment Variables

Connectors & Connections

Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.

Customization Guide

Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.

Deploy to another environment

Import the solution, update the four environment variables with your target Teams group/channel and Salesforce instance URL, bind the Salesforce and Teams connection references, set flowlibs_SalesforceObjectType to your target object (Contact, Opportunity, Case, etc.), then turn the flow on.

Change the Salesforce object type

Update flowlibs_SalesforceObjectType (e.g. Contact, Opportunity, Case) to retarget the flow at a different Salesforce object without editing actions.

Add more fields to the card

Edit the Compose Record Summary action to include additional Salesforce fields using outputs('Get_Salesforce_Record')?['body/FieldName'].

Customize the HTML card

Modify the concat() expression in Compose Record Summary to change colors, layout, or add a logo to match your brand.

Target a different Teams channel

Update flowlibs_TeamsGroupId and flowlibs_TeamsChannelId env vars to route the card to a different team or channel.

Key Expressions

The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.

coalesce(outputs('Get_Salesforce_Record')?['body/Status'], outputs('Get_Salesforce_Record')?['body/StageName'], outputs('Get_Salesforce_Record')?['body/Industry'], 'N/A')

variables('varSalesforceObjectType')