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Trailhead

Boost Collaboration with the Salesforce for Slack Integration

Salesforce via Trailhead

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Overview

Use the Salesforce for Slack integration to help sales and service teams get their job done quickly.
  • Learn how sales and services teams use the Salesforce for Slack integration.
  • Enable Salesforce to send messages and information to Slack for real-time collaboration.
  • Bring Salesforce data to Slack to speed up collaboration and improve productivity.

Syllabus

  • Use Cases for the Salesforce for Slack Integration
    • Use the Salesforce for Slack Integration for Sales
    • Use the Salesforce for Slack Integration for Service
  • Integrate Salesforce with Slack
    • Install Salesforce for Slack and Grant Permissions
    • Create a Custom Alert and Add Slack to the User Interface
    • Automate Slack Messages
    • Test Your Slack Automation
  • Collaborate Using the Salesforce App in Slack
    • Search For and Share Records Using the Salesforce App
    • Set Up Opportunity Alerts in Slack
    • Send Messages and Disconnect Your Account

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