User Configuration

All Microsoft Teams calls made or received outside of Salesforce by enabled Unaric Voice for Teams users will automatically synchronize into Salesforce as activity records (Tasks or VoiceCalls).

Teams calls will only sync for users that have logged into the client (which creates the Teams user ↔︎ Salesforce user mapping).

Call synchronization operates on a direct mapping between a user's Microsoft Teams account (UPN / Email) and their Salesforce User record. Only users displayed in the Manage Users section of the Admin Portal will have their Teams calls synced to Salesforce.

There is no need to manually create or import user profiles. The mapping is established automatically the first time an agent logs into the Unaric Voice for Teams client inside Salesforce.