How to Integrate Salesforce with Slack and Use cases for the Salesforce for slack Integrations

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Hello #slackcommunity !!!
⛳️ We hope you are all staying safe. Singapore #slack Chapter Group presenting you a great content. We are covering one of the innovative and go to topics: Integrate Slack with Salesforce and a real time use-cases to cover #slack with #salescloud , #servicecloud & #fieldservicemanagement
Slack will show aggregated application details, not only for End Users but your back-end SF work. We will review how to make slack less obtrusive in day to day for users while moving their record management and your org management visibility to Salesforce from email and other apps to avoid jumping and searching when properly designed. All the benefits, less of the pain points.
Let's come and join with us to learn more :-)
❇️ Session Details:Integrate Slack with Salesforce and a real time use-cases to cover #slack with #salescloud , #servicecloud & #fieldservicemanagement
Date : 🔔 8th of Sept / 2022
Time : 🔔 5.00PM SGT - 6:00PM SGT
📌 RSVP: lnkd.in/gxZrXFAc

Опубликовано:

12 сен 2022

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Комментарии : 13

@Dolphinlaugh Год назад

Hey! This is really helpful! Thank you! Question: is this possible natively without third party ETL services to configure approvals within slack to approve or reject approval requests send from Salesforce? Thank you.

@krishnaprasad-kt4bi Год назад

Hi. Thanks for the video. I have recently started integrating sales with slack. I didn't get standard object called sales channel in my org and buttons called list a channel is not working(greyed out) in opportunity. Can you please let me know what causing this issue

@ashnyc90 Год назад

Just FYI the Salesforce app being used to integrate here is an old app and is no longer searchable in the slack app directory. Native integrations should be used now "Sales Cloud for Slack" or "Service Cloud for Slack" should be used in conjunction with the "Salesforce for Slack" app

@SriRam-lg8fu 6 месяцев назад

Useful Video, can I give guest user profile the access inside slack to use salesforce with limited objects? If so, how? Thanks

@ghostwarrior0043 Год назад

Can you create one video on how to send approval process to slack when a record is submitted from Salesforce.

@srinivaschandika6153 Год назад

Hi, this video is really helpful to me. Can you able to provide a video, on how to do the approval process in slack. i.e. Once click the "Submit for Approval" the approval request will show in the slack with the "Approve" and "Reject" button. Once click the "Approve" button in slack change the status "Pending" to "Approve " in salesforce and route to the next approval if available.

@singaporesalesforcemarketers Год назад

Refer: api.slack.com/best-practices/blueprints/approval-workflows

@saintilisecoulanges-pierre8587 Год назад

Hi there, great video., very helpful. Is there a way i can display more fields from opportunity to slack. For example, amount of the opportunity, the name of the product sold. Thank you.

@singaporesalesforcemarketers Год назад

Slack Record layouts available, Can you check if the layout available for Opporunity?

@naveenmosuru4556 Год назад

When a record is shown on a Slack channel, can fields be added or removed from the Opportunity or any other standard object layout?

@naveenmosuru4556 Год назад

Also, explain me how you receive the message beneath the opportunity fields.

@singaporesalesforcemarketers Год назад

@@naveenmosuru4556 In Salesforce, there is a LWC component where can you got to Edit page and then add that component to the right side of the page layout, then you can see the messages from Slack to SF