Cross-Object Salesforce Search from Teams Command

Overview

This flow enables users to search across multiple Salesforce objects (Accounts, Contacts, and Opportunities) from a single search keyword, then posts a formatted HTML summary to a Microsoft Teams channel. It demonstrates the Salesforce SOSL (Salesforce Object Search Language) cross-object search capability combined with Teams channel messaging.

Use Case

Sales teams and business users often need to quickly look up information across multiple Salesforce objects without switching to the Salesforce UI. This flow provides a one-click search that queries Accounts, Contacts, and Opportunities simultaneously using SOSL, formats the results into a readable HTML report, and posts it to a designated Teams channel for visibility.

The flow is ideal for teams that:

• Sales teams that need quick cross-object lookups without leaving Microsoft Teams
• Business users who want a single keyword search across Accounts, Contacts, and Opportunities
• Organizations standardizing Salesforce visibility inside Teams channels

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.

Configure environment variables

Set flowlibs_TeamsGroupId and flowlibs_TeamsChannelId to your Teams team and channel IDs.

Authorize connections

Open the flow in the designer and authorize the Salesforce and Teams connections against your tenant.

Modify SOSL query

Edit the Execute SOSL Search action to add or remove Salesforce objects and fields from the RETURNING clause.

Customize HTML report

Edit the Compose HTML Report action to change the styling, add tables per object type, or swap in adaptive card formatting.

Turn on the flow

Toggle the flow state from Off to On once connections and environment variables are configured.

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.

concat('FIND {', variables('varSearchTerm'), '} IN ALL FIELDS RETURNING Account(Id,Name,Industry,Phone), Contact(Id,Name,Email,Phone), Opportunity(Id,Name,StageName,Amount,CloseDate)')

length(coalesce(outputs('Execute_SOSL_Search')?['body']?['searchRecords'], json('[]')))

coalesce(outputs('Execute_SOSL_Search')?['body']?['searchRecords'], json('[]'))

take(coalesce(outputs('Execute_SOSL_Search')?['body']?['searchRecords'], json('[]')), 10)