Salesforce and Slack Integration – A Step-by-Step Guide for Newbies
Salesforce and Slack are two of the most widely used tools in the world of business and collaboration. Salesforce is a top CRM platform that helps your business to manage its sales, client service, and marketing efforts, while Slack is a popular team collaboration platform that facilitates communication and collaboration within organizations.
Together, Salesforce and Slack offer a strong integration that enhances teamwork, boosts productivity, and maximizes customer engagement.
In this blog post, we will cover what Slack is, the benefits and features of the Salesforce and Slack integration, and how it can revolutionize the way businesses operate, communicate, and collaborate.
So, Let's dive in and explore this game-changing integration in detail!
What is Slack
Slack is a platform that brings everyone together in a single virtual workspace, making communication seamless and effortless.
Slack is not just another messaging app! It's a game-changing platform that connects teams, departments, and even entire organizations, transforming the way you work and interact with your colleagues.
So, say goodbye to long email chains and hello to streamlined communication.
Advantages of Integrating Salesforce And Slack
Salesforce and Slack integration can bring a plethora of benefits to your business, and it's no surprise why.
By integrating the power of Salesforce's robust CRM platform with Slack's dynamic communication and collaboration features, these two technologies can create an ultimate powerhouse of productivity and efficiency.
Besides, it can simplify your team's communication by bringing your Salesforce data into your Slack channels. Additionally, it helps you to improve your collaboration and decision-making processes.
Whether you're tracking leads, updating opportunities, or monitoring customer interactions, the integration of Salesforce and Slack can enhance your workflows, save you time, and ultimately lead to more sales and business growth.
So why not take advantage of this dynamic duo and take your business to the next level?
Steps of Salesforce And Slack Integration
Below are the steps you must follow to integrate Salesforce with Slack (Remember it's essential to have a Slack and Salesforce account to integrate Salesforce with Slack):
Step#1: Firstly, open your Slack account and create a workspace. After managing the workspace in your account, you will see two default channels: General and Random.
Step#2: Now, you have to create a new channel by following the steps below:
Click the “Add Channel” option displayed in the pic below:
Select the “Create a Channel” option. Now, enter your details in areas and click the “Create” option.
Add the individuals you want.
Step#3: After that, move to your Salesforce account. Select the “Setup” option and install Slack from your Salesforce environment’s “AppExchange.” To install Slack from Salesforce’s AppExchange, follow the given steps:
Go to AppExchange and search for Slack. Next, install it by selecting the “Get it now” button.
Grant the necessary permissions.
Step#4: Now, install Salesforce in the Slack account by following the steps below:
Open Slack. Go to the inbox page, select the “Setting & Administration” option, and click “Manage Apps.”
After selecting the manage apps option, search for Salesforce and install by clicking "Add to Slack."
Scroll down, and you will see three steps, click the first "Add to Slack" again.
Then provide the necessary permissions so that it will bring you to a particular page.
Now go back to your inbox page and check if Salesforce has successfully added to your Slack account.
Step#5: Return to your Salesforce platform to grant users permissions by selecting the "Quick Find box" to search for permission settings. In the list of permission settings, look for Slack and choose Slack standard user.
Step#6: After opening Slack Standard user, click "Manage Assignments → Add Assignments" and choose the users you like to give permission. Now, click "Assign" and select the "Done" option.
Step#7: Here, to configure your team's data viewing and sharing settings, access the Slack setup app. Start by clicking the “App Launcher” and selecting “Slack setup.” Then, click the “Get Started” button.
Step#8: Next, click on the "Authorize" button to establish a connection between Slack and Salesforce. Once you have done this, the relationship will establish successfully. Click "Finish" to complete the process. Afterward, you will be redirected to the page shown below:
Step#9: Now enable custom objects and click “Continue.”
Step#10: Enabling a custom object is crucial as it allows for the seamless integration of a specialized entity. For instance, let's consider the custom object "Applicant," which we want to utilize in Slack. So, follow the below steps to enable a custom object:
Click on "Add Custom Object."
Choose the desired object and select the fields to be displayed. Then click on "Add."
Proceed to activate the object, which you can do through two options:
After completing the task, select Finish and move on to the subsequent step.
Step#11: To initiate personalized notifications proceed with the 'Continue' option. It redirects you to the alert configuration page. From there, select 'New Alert' to create a custom alert.
Step#12: Fill in the necessary details, such as Alert Name, Alert Type, and Object, in the respective fields. Then, click on 'Next.' Now, you can configure the alert according to your preferences and the specific situation for which you want to receive notifications.
This way, you can add multiple alerts for different objects as needed.
Step#13: Configure your org by clicking "Continue." Choose the layouts where you like to add actions, then click "Add Action To Layouts" and the "Next" option. Now add the "Slack Message Viewer" feature to the page layouts. It will help you view Slack messages in your Salesforce account.
Next, pick the preferred pages and click "Add a component to pages." Once the component has been added successfully, click the "Finish" button.
Step#14: Now, set up Automation Configuration by clicking "Continue.” Then, click on "New Message Destination."
Step#15: Lastly, fill in all the necessary fields, such as Message Destination Name, Slack channel or person, and Slack workspace. Now save your changes and click “Finish.”
Once all the steps have been completed, your setup should look like the image shown below:
Salesforce and Slack have opened up a new era of collaboration and productivity for businesses of all sizes.
With its intuitive interface and robust features, Salesforce and Slack integration has become a game-changer in customer relationship management. It allows businesses to facilitate workflows, boost efficiency, and stay ahead of the competition.
So, if you haven't already, it's time to jump on board and discover the endless possibilities of this extraordinary integration!