Authorise connection with Slack account.The administrator can utilise the easy Slack Setup Wizard to configure the following integration behaviour after installing the AppExchange product. The Salesforce app for Slack (Slack App Directory).The Slack app for Salesforce (AppExchange).Salesforce and Slack integration require setting up two apps in the below order: It is available for the supports Sales Cloud and Service Cloud on both the Lightning and Classic experiences. The Salesforce app for Slack is available for all Salesforce Editions, except Salesforce Essentials. Users can view important Slack conversations from within the Salesforce record to never miss out on critical actions and decisions. For example, users can send their records from Salesforce directly to the Slack channel and share the information. The integration enables two-way collaboration on records between applications. Using slash command – /Salesforce, the user can pull and search for Salesforce records in Slack.Įxtends Collaboration Across Sales and Service They can loop someone in the conversation against a Salesforce record in Slack, and everybody will have all the context they need for any decision point. Users can search and view records of standard and custom objects without leaving Slack. It helps the team members to enhance their productivity by focusing on more critical tasks and customers. Service and Sales users don’t have to log in to separate apps to view the essential updates. Users can stay up-to-date with the Salesforce records right within Slack using customised notifications and alerts. Let’s check out some of the key highlights of the integration. Salesforce Slack Integration allows a team to view Salesforce records from within Slack, collaborate with internal and external users on Salesforce records, and then respond to the key actions faster. Salesforce and Slack have recently upgraded their respective apps to enable more interfaces between Sales Cloud and Service Cloud with Slack. What Is Available Today? Salesforce for Slack App Salesforce Slack Integration gives a business transformation solution for connecting customers, partners, and employees with data and apps they use on a daily basis. Salesforce provides a customer 360 that offers everything required to support your customers in a single place. Slack connects everyone in the business and provides a flexible digital workplace for people to interact and collaborate. Salesforce Slack Integration puts forward digital solutions to help companies interact with their customers via various touchpoints. Salesforce’s recent acquisition of Slack brings a unique opportunity for major organisations to accelerate towards the all-digital world. AWS Solution Architect Associate Certification.ServiceNow Certified System Administrator.Salesforce Sharing and Visibility Architect Certification Course.Salesforce Data Architect Certification Course.Salesforce CPQ Specialist Training Course.Salesforce Platform Developer 1 Certification.Salesforce Certified System Administrator.
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