Setup

This page explains how and when meetings and associated data are synchronized from Teams to Salesforce.

Terminology

Internal meeting: A meeting where all participants (organizer, invitees, and attendees) are part of the same Microsoft Teams tenant.

External meeting: A meeting where at least one participant has a different tenant ID (is part of another Microsoft Teams tenant) from the organizer, invitees, or attendees.

Internal user: A user who is part of the same Microsoft Teams tenant.

External user: A user who is not part of the same Microsoft Teams tenant.

Meetings availability

For meetings to appear correctly in Salesforce, the following applies:

Internal meetings: The organizer must have a valid Unaric Meeting licence and be part of a Call Center configuration.

External meetings: A meeting will be logged in Salesforce as long as there is at least one valid Unaric Meeting licence in your Salesforce org.

Meeting recordings availability

Meeting recordings will be available in Salesforce after the following conditions:

Meeting completion: Recordings are generated approximately 15 minutes after the meeting has fully ended, which occurs after all participants have left the meeting.

Recording/transcription dependency: If Import Transcription was enabled during the meeting, its transcription will be available only after Microsoft provides the recording or transcription via API.

Transcription fetching via API is metered. The associated costs are billed under the Azure Subscription linked to the Azure App. For more information, see Payment models and licensing requirements for Microsoft Teams APIs.

Meeting recording scenarios in Salesforce

How Microsoft Teams meetings are synced to Salesforce using the Unaric Voice varies depending on different conditions involving meeting organizers, participants, and meeting types.