---
title: Salesforce Integrations Status
type: article
created: '2026-02-13'
updated: '2026-02-13'
source_docs:
- raw/2026-02-13-salesforce-call-quarra-122289200.md
tags:
- salesforce
- integrations
- teams
- linkedin
- outlook
- quarra
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Salesforce Integrations Status

Status of the three Salesforce integrations discussed with Quarra (Lincoln Durham) as of February 2026. See also: [[wiki/clients/quarra/_index.md]], [[wiki/knowledge/salesforce/opportunity-evaluation-process.md]].

## Microsoft Teams

- **Status:** Approved and free
- **Cost:** $0
- **Next step:** Karly coordinating setup details with Abby (Salesforce account exec), who responded with an order form. Since it's free, confirming whether a signature is required before proceeding.
- **Strategic intent:** Teams is being positioned as the SOP communication channel for Quarra, replacing the current mix of Teams, email, and group texts. The Salesforce–Teams integration will support per-opportunity channels that receive automated notifications from the evaluation workflow.

## LinkedIn

- **Status:** Blocked — requires Sales Navigator
- **Cost:** ~$100/seat
- **Details:** The native Salesforce–LinkedIn integration only works with a Sales Navigator subscription, which Quarra does not currently have. If they adopt Sales Navigator, the integration itself is free to enable.
- **Decision:** No immediate action; revisit if LinkedIn becomes a more active sales channel.

## Microsoft Outlook

- **Status:** Self-service setup pending
- **Cost:** Free (included with Salesforce)
- **Next steps:**
  1. Lincoln (lldurham) to attempt setup independently using the guide Karly sent
  2. Document any friction points
  3. Schedule a group training session with the Quarra team once Lincoln has worked through it

## Related

- [[wiki/knowledge/salesforce/opportunity-evaluation-process.md]] — Teams integration feeds per-opportunity channel automation
- [[wiki/clients/quarra/_index.md]]
- [[wiki/meetings/2026-02-13-salesforce-call-quarra.md]]