Salesforce To Slack Integration

Slack and Salesforce come together in numerous ways to help businesses, like yours, manage their sales pipelines or customer services more efficiently. But how? How can a Slack integration with Salesforce help your business stay on top of projects, sales deals, and even company events?

Continue reading below to learn how to maximize communication between your team members and never let anything slip through the cracks.

How Does The Slack Integration With Salesforce Benefit Me?

Both Slack and Salesforce integrate with all of your favourite applications, so it makes sense that they would come together to offer one another their excellent features. But how would a Salesforce and Slack integration help your business processes?

The key to any successful business is communication. Whether that’s communication between teams, departments, or even with consultants outside of your organization. Making sure everyone is on the same page is essential for any growing business.

 

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Here are a few key benefits of integrating:

Stay on the same page and make decisions faster by bringing all of your work communication into one place. No need to sift through long email chains, or sort through shared cluttered note drives. Keep every conversation under one roof, with notifications on desktop or mobile. Explore Slack’s newer features, such as Canvas, which allows users to curate critical information with incredible time-saving features.

Slack’s rich built-in functionality. Out of the box, Slack offers its users a rich library of built-in features that will enhance your experience and productivity. React to posts with emojis, save important information to a personal catalogue, snooze notifications or comments for any length of time, and search for anything with a comprehensive search bar.

Slack supports collaboration at a global scale, with unlimited channels to mirror the way your company actually works. Not only can you have as many channels as you like, but they can all have their own sets of permissions. Do you require a chat specifically for your C-Suite? Or would you rather have a company-wide channel for mass-messaging? No matter the requirement, Slack can accomplish it with ease.

More integrations! Like we mentioned previously, Slack integrates and connects with all of your favourite applications. Connect your calendars, video conferencing solution, and more.

Spend less time shuffling tabs with a comprehensive message archive and all your work tools at your fingertips. Slack provides the ability to automate messaging as well. Do you have a repeating message or report that has to go out? Program your Slack channel to automatically send out the required information whenever you need.

Slack To Salesforce Integration, What Can It Do?

 

If you’re reading this you’ve either already integrated Slack and Salesforce, or you're still deciding on which system to utilize. Regardless, here are a few of the unlocked functionalities you can expect once you’ve connected your Slack and Salesforce organizations:

Search And Share Salesforce Records In Slack

Once you’ve connected Slack and Salesforce, Slack will automatically port over information on six standard Salesforce objects: Account, Case, Contact, Lead, Opportunity, and Task. This way you can get started right away using Slack for your business’ needs.

Set Up Salesforce Alerts In Slack

Take advantage of three different types of alerts: My Alerts, Channel Alerts, and Bulk Alerts depending on the record you’ve selected. As previously mentioned, Slack offers different channel options with unique notification settings. But with the Salesforce and Slack integration, you can have Salesforce alerts appear in Slack with the same customizability and privacy.

Send Messages Through Salesforce Or Slack

Whether you’re working in Slack or Salesforce, it’s easy to send relevant information between services. This is the beauty of a seamless integration: the ability to work with one system or another and having them stay in sync. Why should you be able to send a message in one system and not have that conversation carry over across your services? With the Slack and Salesforce integration and connection, you can do just that.

When Should I Integrate Slack With Salesforce?

Are you struggling to keep your teams on the same page, and make decisions quickly? It’s not uncommon for different teams within an organization to be “disconnected” on client activity, sales, and other important activities. If so, integrating with Slack by bringing all of your work communication into one place is a necessary first step.

By maintaining seamless communication between teams, your organization will be able to close deals faster. This not only results in greater productivity and collaboration, but also improved client satisfaction.

How Do I Set Up Slack In Salesforce?

There are a few apps with unique capabilities that can integrate Slack with Salesforce. In fact, both Slack and Salesforce offer their own integration solution, but managing all of your different integrations can be tricky and confusing. If you want to manage all of your integrations under one platform, Boomi is the only integration tool you’ll need for your systems and applications. 

If you're reading this and you‘re still deciding on systems, or would like to see how NetSuite handles integrations, check out our Boomi for NetSuite resources here.
 

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