Teams and Salesforce

How to stop spamming the CEO!

  • TEAMS
  • 26 MAY 2025
  • blog

Stop Spamming the CEO: Smart Salesforce Notifications in Microsoft Teams Using AWS Lambda

If you’ve ever rolled out a Salesforce-to-Teams integration and ended up blasting every Opportunity update to your CEO’s feed, you’re not alone — and you’re doing it wrong.

At AppGenie, we don’t just hook systems together. We build intelligent automations that drive value, not noise. This post is about how we’ve used AWS Lambda, Salesforce, and Microsoft Teams Adaptive Cards to deliver targeted, actionable updates to the right people, in the right channels — and not one message more.


The Problem: Good Data, Bad Distribution.

Salesforce is great at holding your sales pipeline together. But getting that data into your frontline collaboration tools is where most teams screw up. We’ve seen Teams channels flooded with irrelevant updates — from stale Opportunities to every Lead ever created — with no real thought about who needs to know what.

The result? No one reads the messages. Notifications become background noise. And worst of all, the people who should act don’t, because they’re buried under alerts they don’t care about.


Our Solution: Precision-Fired Adaptive Cards from AWS Lambda.

We built a serverless notification engine that takes Salesforce events (Opportunities, Leads, Accounts, Contacts — you name it) and sends beautiful, context-rich Adaptive Cards into Microsoft Teams.

Here’s the tech under the hood:

  • Salesforce emits changes (via Platform Events, Polling, or Scheduled queries)
  • AWS Lambda picks up the event and handles business logic
  • Our Adaptive Card Builders generate slick, branded cards with all the key info: status, amount, contact details, activity logs
  • A Routing Config sends it to the right Teams channel based on record attributes (owner, territory, deal size — whatever your rules are)


Your CRM, Everywhere You Are.

No spam. No noise. Just smart comms.
And best of all — it’s in Teams.
On your desktop, mobile, iPad, or even your watch – your Salesforce data is where you are, not locked in a tab you forgot to open.


Real Use Case: Sales Team Gets Notified, CEO Doesn’t.

One of our clients had the classic problem: their CEO was getting pinged every time a new Lead was created. Meanwhile, the BDMs who should have been jumping on them? Nada.

We fixed that by

  • Tagging each Salesforce user with their Microsoft Teams channel
  • Configuring routing rules based on OwnerId, Region__c, and LeadSource
  • Only sending cards when action is actually required (e.g. Lead Status = New, or Opportunity Stage = Negotiation)
Now the CEO only gets notified when a whale deal closes. The sales team gets fast, relevant updates. Everyone wins.


What’s in the Card?

Each Adaptive Card we send is:

  • Branded with your company colours, banners, and logo
  • Interactive (click-to-call phone numbers, mailto email links, open-in-Salesforce buttons)
  • Readable with emojis and formatting that highlight what matters
  • Flexible – we tailor every card to your schema and business logic
Want a hot-leads-only channel? Easy.
Need to CC the BDM and CSM when a deal hits “Negotiation”? Done.
Want to create follow-up tasks from within Teams? Let’s talk.


Built for Change

Because it’s powered by AWS Lambda, this thing scales automatically, runs on-demand, and costs peanuts. You can plug in new routing rules, add new card types, and change layouts in minutes — without waiting for a Salesforce dev sprint.


Let’s Cut the Crap

Your business deserves better than a daily spam report in Teams. If you're still flooding general channels with low-value updates, it's time to fix it. Your people should only see the data that drives action.

We’ve already built the engine. All it needs is your routing rules and branding.

Want to See It?
We’ll show you a live demo with your own Salesforce data — not a sandbox fairytale. If you’ve got a sales process, we’ll plug into it and show you how to make your people smarter, faster, and more focused.

📞 Call us ✉️ Or email damian@appgenie.com.au

Stop spamming Teams. Start driving deals.