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.
0 kommentar(er)
