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Slack integration with Salesforce: The complete guide on how to integrate Slack with Salesforce 

sfhappio- Salesforce for Foundations & Non-Profits
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6 окт 2024

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Комментарии : 37   
@marsdiscoverydistrictsales8634
@marsdiscoverydistrictsales8634 2 года назад
Thank you so much for putting this together - incredible overview with just the right level of detail!
@strandboy23
@strandboy23 2 года назад
Wow, you covered a lot of ground in a cohesive way. It worked almost verbatim first time through (I had to manually activate one of my custom objects but that was good to learn). Very helpful, thank you!
@sfhappio
@sfhappio 2 года назад
Thank you Sean!
@Pegasus_1208
@Pegasus_1208 2 года назад
Many thanks for sharing this. It is truly helpful. Could you please kindly advise: 1)in Salesforce, how can I check to which Slack workspace it is connected to? 2)In Slack, how can check which SFDC Orgs are connected to a specific Workspace? (Note: The above two questions are related to SFDC =>Slack connection, not Slack to SFDC connection)
@sodiporotimi598
@sodiporotimi598 2 года назад
Thanks for the step to step guide. So much appreciated.
@sfhappio
@sfhappio 2 года назад
You're very welcome!
@aniruddhadeshmukh4035
@aniruddhadeshmukh4035 2 года назад
Thanks for this detailed video. There are so many videos on RU-vid on the Slack integration but you covered it very well. I liked your pace and teaching method. Already subscribed to your channel and looking forward to learning more!
@sfhappio
@sfhappio 2 года назад
You're very welcome!
@kirthikoushika4974
@kirthikoushika4974 2 года назад
@@sfhappiowhy am I not getting slack setup app in 10:44
@sfhappio
@sfhappio 2 года назад
@@kirthikoushika4974 Check if Slack really has been installed successfully. Go to Setup > Installed Packages to doublecheck!
@yogsy27
@yogsy27 Год назад
Amazing and detailed video helped me with the integration thank you for this video !!
@sfhappio
@sfhappio Год назад
You're very welcome :-)
@marcosdavidulloazurita3837
@marcosdavidulloazurita3837 2 года назад
Very well done guide. Thanks for sharing!
@sfhappio
@sfhappio 2 года назад
Glad you enjoyed it!
@AuxSouth
@AuxSouth 2 года назад
Great Guide! Thanks a lot for sharing!
@marianafili7350
@marianafili7350 6 месяцев назад
Hi Very interesting video and very well explained! I have created a custom alert, but I don't see it from Slack. That could be happening?
@artyoml
@artyoml Год назад
awesome explanation, thank you!
@pratikshajadhav2579
@pratikshajadhav2579 Год назад
Can you please add a video on how to add custom buttons in slack view, like approve, reject in addition to the view record in slack.
@IrinaUnal-t7m
@IrinaUnal-t7m Год назад
Thank you for so detailed video. Do I need an Admin account in Slack to set up integration? or any specific permissions?
@puneetgaur8670
@puneetgaur8670 Год назад
Thanks for sharing slack integration with Salesforce. Can we send message to individual users rather than channel? I tried it for individual user but it didn't work. Please share your thoughts,.
@sodiporotimi598
@sodiporotimi598 2 года назад
Can't see the other videos you were referring to. Could you post the links here or include them on the description?
@sfhappio
@sfhappio 2 года назад
Hi, please have a look here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-UGDDNE-mdBo.html I've summarized the ways how to use the integration. Is anything missing?
@connorjeffers4811
@connorjeffers4811 2 года назад
Can you programmatically generate a Channel from a record? So for each open opportunity (or ideally a custom object) create a channel when it's created or hits a certain stage, and then embed that channel inside of the record in SFDC so people can interact with it in both places?
@kevinbrandes4248
@kevinbrandes4248 Год назад
We use the Rethink CRM built ontop of Salesforce and the Slack integration only allows Admin users to push information from Slack into Salesforce. Advanced Users can push information from Salesforce into a Slack channel, but not vice versa. Any idea what approval the Admin may need adjust to allow non Admin users to have full functionality.
@isaacmadearis7118
@isaacmadearis7118 2 года назад
great video
@sfhappio
@sfhappio 2 года назад
Thank you Isaac, really appreciate the compliment :-)
@mohinipadma4715
@mohinipadma4715 2 года назад
Is it possible to create alerts for other standard objects like Messaging session..?
@shoecraze8339
@shoecraze8339 Год назад
I encounter this error "Your Salesforce Organization doesn't have the permissions to access this Slack app. For help, contact your Salesforce admin." anyone have the same issue?
@pavanbandi7320
@pavanbandi7320 Год назад
How can i edit and create record and view any record in slack
@naveenmosuru4556
@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?
@sfhappio
@sfhappio Год назад
Answered you on the other video. This only works for custom objects (cia Custom object configuration in the slack setup)
@stevechilcoat717
@stevechilcoat717 2 года назад
Is it possible to modify the record fields that are shown in the slack message when you include a record reference? For example, my case slack messages always include Case Number, Status, Priority, and Subject. Is there any way to change which fields display. They do not appear to be tied to compact layouts.
@sfhappio
@sfhappio 2 года назад
Hi Steve! Not for standard objects that are available out of the box. But with custom objects you can configure what fields are displayed (up to 9). Go to > Slack Setup > Custom Object Configuration > Edit Fields
@stevechilcoat717
@stevechilcoat717 2 года назад
@@sfhappio Thank you. That's good to know. A little frustrating that salesforce always seems to restrict standard objects like this though.
@swarnabhabandyopadhyay4121
@swarnabhabandyopadhyay4121 2 года назад
I have a requirement, for every new opportunity a new slack channel need to be created with the opportunity name. is that possible ?
@sfhappio
@sfhappio 2 года назад
I don't think that creating a new channel can be done with this standard integration approach.
@technaheed
@technaheed Год назад
thank you for this video
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