Salesforce alerts in Slack Send messages to Salesforce or Slack You can even expand the results list if there are more than five results. You can use the /salesforce command anywhere in Slack to search for Accounts, Cases, Contacts, Leads, Opportunities, or Tasks. Here’s what you can do after you complete connecting both accounts: Search Salesforce records from Slack You should be ready to enjoy the new features added to both platforms. Then, follow the prompts to connect the accounts and that’s it.
From the Slack desktop app click Apps from the left sidebar, search for “Salesforce” and select Add to Slack. Since this is not a long-distance relationship, now it’s time to connect both your Salesforce and Slack accounts. Click Add to Slack again to then authenticate your Salesforce account. This will lead you to the Salesforce’s app landing page. Members should go to the Salesforce page in the Slack App Directory and click Add to Slack. Salesforce System Administrators need to follow the instructions in the Slack for Salesforce Installation & Configuration Guide to install the Slack package in Salesforce, so members can then install the Salesforce app for Slack and connect their accounts. This is what we call a mature relationship. What hasn’t changed is the fact that there are two apps that connect them together: the Slack app for Salesforce and the Salesforce app for Slack. The Slackforce integration is not new, there has been a number of updates adding more functionalities throughout the years. We like to call this relationship: Slackforce. Features like search, shared channels, apps and integrations, and pinned items make it the go-to option for teams around the world.īetter yet, your team happens to be using both Salesforce and Slack for work, you can integrate these platforms to work seamlessly between them! Slack is the #1 communication platform for business thanks to how intuitive and seamless it is to connect team members in every industry. The best way to use Salesforce to close more deals and increase customer satisfaction is by working as a team, and there’s no better collaboration hub for teams than Slack.
And if there’s something you still can’t find within Salesforce’s native features, you can probably find it in the AppExchange.
This is due to it being packed with features that competitors lack, like its endless customizability, powerful AI capabilities and hundreds of integrations with other services. Salesforce is considered one of the best CRM platforms in the market.
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