![]() ![]() ![]() (Need custom objects? Not to worry! Your Salesforce admin can configure them if required.) Searching and Sharing Salesforce Records in Slack The Salesforce app will return search results for six standard Salesforce objects by default, including case, contact, account, lead, opportunity, and task. ![]() Once both accounts are connected, you’ll open Slack and return to Slack.Īfter that, should be able to search and share Salesforce records within Slack.From the app’s Home tab, you’ll click “connect account.”.Next, search for and select “Salesforce.”.From the Slack desktop app, go to the top-left side of your screen and click “apps.”.Next up is the fun part-connecting your Slack and Salesforce accounts! Once you’ve installed both apps, you’ll follow these four steps: Once everything works the way you’d like it to, repeat the installation steps in your production Salesforce instance and workspace. If possible, add the Slack package to your Salesforce sandbox or development instance, then use the new app in a test workspace.Explore both the Salesforce app and the Slack package to better understand their features and ensure that they support your team’s unique needs.Salesforce also has a few other recommendations to ensure that your migration goes off without a hitch, including… It’s important to note that Salesforce released a new version of the Salesforce app to the App Directory, along with an updated Slack package for Salesforce in October 2019, so if you’re currently using the legacy app, you’ll need to remove it and test the new app before starting the installation and configuration process. Once you have both apps, connect your Salesforce and Slack accounts together and assign the required permission to fully integrate them. First, install the Slack app to your Salesforce account, and then install the Salesforce app to your Slack account. You’ll need to install both apps to make it work. The integration between Salesforce and Slack is set up a little differently than other applications. Combined, these products can streamline communication across your entire organization and dramatically improve customer relationships. Naturally, when you bring two of the best technology solutions together, you get a powerhouse. Salesforce is the world’s #1 customer relationship management (CRM) solution, while Slack is one of the most popular workplace communications platforms. In this article, we’ll explain the benefits of the one-two combo that is Salesforce and Slack, go over some tips and tricks for integrating them, and give you the inside scoop on some ways to make the most of the two tools. Plenty of organizations already used Salesforce and Slack before the acquisition, so things only got better afterward. Fast forward to today, and those expectations have been met as innovative integrations become a reality for sales, service, and marketing teams. When Salesforce acquired Slack back in 2021 for nearly $28 billion, everyone anticipated big things on the horizon. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |