![]() Teams doesn’t have the robustness or feature breadth of Slack. Salesforce should first target its own user base to gain a footprint inside companies and then expand from there.” “Even when Microsoft does interoperate, it’s usually one-way and there’s more benefit to Microsoft than the other vendor. “What should happen is that Slack and Microsoft Teams co-develop bi-lateral interoperability between the platforms so a Teams user could message a Slack user and vice versa.”įrom a historical perspective, Microsoft hasn’t played as well with others as it could. ![]() Zeus Keravala, Founder and Principal Analyst at ZK Research, commented on potential targets: While it’s reasonable for Slack and Salesforce to attempt to capture some of Teams’ users, it would be more practical for them to embrace interoperability. With the recent acquisition, some feel that Microsoft is the logical target for Slack and Salesforce Teams and Slack have a combined 128 million+ daily active users. Why Microsoft shouldn’t be Salesforce’s target All of this functionality can save your users time and clicks, allowing them to stay in one place to complete their work more effectively.In this post, we explore the reasons why taking on Microsoft shouldn’t be top of the list for Salesforce-and why Salesforce should embrace interoperability with Microsoft. The upgrade now includes support for both Sales and Service users, as well as the ability to send messages between the two applications, with the option to set up alerts for notifications about records in Slack. Overall, using the Slack integration gives your users a fast and efficient way to pull Salesforce information and add notes to records – all while working directly in Slack. There are various other ways to set up objects and record level alerts – see the Slack documentation for more details. ![]() This is a great way to quickly create “on the fly” notifications for specific records. You can use this as a way to inform people in Slack of a change on the record. In this example, the use case is that a notification should be sent to a Slack channel every time an Opportunity is Closed Won. Step 1: Decide the criteria for your flow Although Process Builder will be retired, Salesforce does provide an example within the Integrate Salesforce with Slack Trailhead project – I will touch on using Slack with Process Builder at the end of this section. I will focus on using Slack with Salesforce Flow. Click on the copy icon if you plan to create automation (Flow/Process Builder now).Īfter creating Message Destinations (previous step), you can use these in Salesforce Flow or Process Builder to send messages to Slack at a specific time/when conditions are met. Each Message Destination has an auto-generated ID. I created one for our “content-publish” channel in Slack. In other words, they tell Flow/Process Builder where to send the message in Slack. Message Destinations are used with the “Send to Slack” invocable method in Process Builder/Flow. This syntax allows you to search for any searchable standard or any custom object records directly in the connected Salesforce org, without having to leave the Slack channel or direct message. The Salesforce search option is no different, following a simple syntax: /salesforce. One of the most common Slack commands is definitely the forward slash, which (amongst other Slack specific actions) can access features from apps installed in the Workspace. Let’s dive into what can be achieved with the Salesforce App for Slack, as well as how to set them up. Know when records are assigned to you from Slack, along with Salesforce in-app notifications or emails.īefore trying these features out, make sure you connect with a Salesforce org within the Slack App – be it a production instance or a sandbox.Ensure the team you collaborate with always has the latest updates on an Account, Opportunity, or other objects on a dedicated Slack channel.Get notified instantly by leveraging alerts about Salesforce records changes directly in Slack.This is a free app that can be downloaded from the Slack App Directory and requires a “Companion app” from the Salesforce AppExchange (managed package) – also free. The update includes improvements ‘under the hood’ for Sales Cloud, and also introduces Service Cloud compatibility. The Salesforce App for Slack 2.0 is a connector, a prebuilt integration, that lets Slack users grab information from Salesforce and surface it directly in Slack. Let’s focus on the Salesforce App for Slack first.
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