Salesforce’s integration with Slack - taking collaboration to the next level!

 In light of the recent news put out by Salesforce, that they had reached an agreement to acquire Slack, we decided to take a deeper look into Slack’s current integration with Salesforce & some of the features around it.  The Salesforce and Slack integration will allow you to search your Salesforce instance from Slack, and share results in Slack. The integration also allows you to share messages both ways between Salesforce Chatter and your Slack channel(s).

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Here are the main reasons to take advantage of this integration through the Salesforce to Slack app:

 

-       Keeping the entire team update to date with the latest changes

With the Slack App, your sales and service reps can receive customized notifications immediately in Slack, so they don’t have to stop what they’re doing and log in to a separate tool. Streamlined communications give your team more time in the day to focus on what matters most, the customer.


-       Access Salesforce records directly within Slack

Search and preview Salesforce records, like accounts, opportunities and cases, all without leaving Slack. If someone needs to be looped in, you can simply tag them in Slack and they’ll have all the context they need. Executives and account stakeholders can use the slash command /salesforce [account name] to pull important details from Salesforce into Slack, giving them instant visibility into key accounts—even on the go.

 

-       Enhance collaboration with teams from Salesforce to Slack

Team members can send their records from Salesforce directly to Slack, choosing where and with whom they want to share information. Slack conversations can also be added to Salesforce records, so important messages regarding an account or a case can be viewed in Salesforce. For example, sales reps can easily update the extended team on the status of a deal, and support agents can reach out to colleagues and subject matter experts to triage a customer issue while they’re working on a case.

There are several more advantages to setting up this integration, that we’ve left out in this post.  However, we hope the items we’ve highlighted have shown how valuable this integration can be – when bringing these two tools together!