![]() ![]() ![]() Click on the API Permissions from the left-hand side of the application you have created.We will fill in multiple redirect URI in a later step. Fill out the form and leave the defaults as they are.Create a new App from the App Registrations link along the left hand side and click on New Registration.You can create two apps, or in my case, I just created one to handle both. The first thing needed is to setup a new custom application in Azure AD that will be used to generate the authentication and authorization needs for Salesforce connections and optionally Postman Connections. Setup Salesforce/Postman Application in Azure Note: We are using Delegated API but the Application API could be used as well with more customer setup for permissions. ![]() Specific API format for the Online Meeting API’s.This is the full set of API documentation.I preferred Postman since you are more on hands with the auth side. Note: You can use the Graph Explorer as well instead of Postman to test.All of the configuration you will do is from this particular screen Click on the Manage Azure Active Directory “View” Button.When it gets to the point of asking what features you want to add, make sure you add in the MS Teams option that will be available. We won’t go into the details here on all of the steps, the directions are straightforward. The first piece that is needed is a Microsoft Developer Account to be able to setup a new Azure environment. In the initial development, Postman was first used outside of Salesforce to ensure the API format was correct and the authentication/auth was setup correctly in Azure. In our case, it was invaluable in determining the exact headers to place into the API. The entire section for Postman is completely optional, but it is suggested to do this to validate and debug. What is described is the particular flow used to validate and test the integration. This section will describe the setup needed to execute the demo. This utilized the MS Graph API, OAuth/Open ID authentication/authorization, and Apex Callout to create and return the meeting. The integration behind the scene created a MS Team meeting valid link that can be clicked on to start a team meeting. Click on next and a new Service Appointment is created with the Meeting URL in a custom field that can be accessed to launch a teams meeting.Note, this could be put anywhere but for the purpose of the meeting we chose here. The call to MS Teams is done at this point and a URL is returned to the “Additional Information” Section.Enter a address → San Francisco → Select a branch.Click on a Work Type Group → Select the type => Click Next.Click by previously scheduled service appointments or search for a banker.Enter the required information from the screen.This demo has an authenticated flow, there is a person account associated with the demo.Customer goes to the portal to schedule a meeting, leveraging the Salesforce Scheduler.You can tailor or make your own flow(s) for your customer. This is a specific flow for the customer this demo was prepared for. This section describes the general flow of the demo from start to finish when showing to the customer. Salesforce Flows – To provide the screen navigation, call Azure to get the meeting, and update the appropriate records.Invocable Methods setup to make available in Flows.MS Visual Studio – Used to write and deploy code.Postman – To easily test the setup and API’s.MS Azure Development Account – Needed to setup a MS Teams Environment.Listened below are the main technologies and configurations used in the demo preparation. There is a lot more that can be done, but this integration is to show the possibilities with the connection Technology Utilized The technology usage behind this particular demo is to simply create a meeting in MS Teams via an API which returns a URL that parties can click on to launch Teams( either browser or desktop ) and have a meeting. The technology the bank wants to use is MS Teams. The use case is fairly straightforward, as a customer of a bank, I want to schedule an online meeting with my advisor and discuss my accounts. ![]()
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