This takes you to the page where you can search for Slack apps. Step 2: Click Add apps in the Apps section of the navigation bar on the left side of the display. Let us start by creating a whole new one. While your Slack profile is being organized, you would be able to see the “General” and “Random” channels here. Step 1: Access your Slack profile and start creating a work area. You can look for it in Slack’s catalog of apps. Slack recently revised the Salesforce plugin and decided to add many new capabilities and functions to it. The first step in integrating Slack and Salesforce is to add the Salesforce plugin to your Slack profile. To connect Salesforce to Slack, you need a Salesforce account and a Slack account. The 10 Easy Steps to Integrating Salesforce and Slack The integration makes it easier for people to talk to each other and work together, which is an added benefit for your staff, clients, and even business associates. You can even make custom plug-ins with no-code or low-code features, or you can use the ecosphere of hundreds of applications to meet your business needs.Ĭonventional silos and barriers do not exist anymore because everyone can view the same information on customers and accounts in highly collaborative spaces. The SalesForce-Slack Integration allows salespeople to update future job prospects on Slack and enables support reps to access and close bookings all in one place. You can send messages back to and from Salesforce Conversation as well as your Slack channel this way. You can view activities in Salesforce from Slack and also communicate the results on Slack, thanks to the integration between the two platforms. In this detailed guide, I will explain how to connect Slack to Salesforce, what you need to think about when connecting the two, and the most common problems people have when using Salesforce via Slack. Slack and Salesforce work with almost all of your preferred business apps, so you can consolidate advanced technologies, preconfigure processes, and get better business performance faster. By using the two products together, you can make it easier for your two most important teams to communicate with each other and greatly improve your relationships with your customers. Salesforce is one of the best tools in the world for managing customer relationships, and Slack is amongst the most popular platforms for communicating at work.
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