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Integrate Slack with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Slack and Salesforce

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About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Slack + Salesforce

  • Slack Integration Salesforce Integration

    Slack + Salesforce

    Create Lead to Salesforce from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Salesforce Integration Create Lead
  • Slack Integration Salesforce Integration

    Slack + Salesforce

    Create Custom Object to Salesforce from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Slack Integration Salesforce Integration

    Slack + Salesforce

    Create Contact to Salesforce from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Salesforce Integration Create Contact
  • Slack Integration Salesforce Integration

    Slack + Salesforce

    Update Contact in Salesforce when New Starred Message is created in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Salesforce Integration Update Contact
  • Slack Integration Salesforce Integration

    Slack + Salesforce

    Update Custom Object in Salesforce when New Starred Message is created in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Slack Integration {{item.actionAppName}} Integration

    Slack + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Slack + Salesforce in easier way

It's easy to connect Slack + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Slack & Salesforce Integrations Work

  1. Step 1: Choose Slack as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Slack to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Slack and Salesforce

Slack

Slack is a cloud-based cplaboration top that has been around since 2013. Slack was founded by Stewart Butterfield, Eric Costello, Cal Henderson, Tom Anderson, and Serguei Mourachov in Vancouver, British Cpumbia. Slack allows users to create different channels with different topics, share files, and even integrate apps. It is very simple to use and has many features to make it easier for businesses to communicate. Slack now has over 10 million daily active users with its most popular feature being the direct integration with Google Apps.

Salesforce

Salesforce is a customer relationship management software that helps businesses track their sales. Salesforce was co-founded in 1999 by Marc Benioff and Parker Harris. Salesforce can be used on any device with internet connectivity. Salesforce is the software behind the entire Suite of applications which includes Sales Cloud, Service Cloud, Cplaboration Cloud, Community Cloud, Analytics Cloud, Data Management Cloud, and IoT Cloud.

Integration of Slack and Salesforce

Integrating Slack and Salesforce will help businesses more efficiently manage their workflow through better communication between employees. The ability to share files, links, documents, and screenshots directly from Salesforce to Slack will encourage faster sharing of information. This integration will also allow for faster updates between departments. Teams will be able to work together on tasks more easily because they will be able to see each other’s progress via the integration of Slack and Salesforce.

Benefits of Integration of Slack and Salesforce

There are many benefits to integrating Slack and Salesforce including:

  • Cplaboratively work together on common projects with your team members
  • Share your screens directly from within the Salesforce app so that others on your team can see what you are seeing without having to email attachments back and forth.
  • Allocate tasks to specific team members so that no one is left wondering what they are supposed to be working on. Because everyone can see what everyone else is doing at all times, they know who should be doing what next.
  • Send customer information directly from Salesforce to slack so that all of your team members can see it instead of making them all log into their individual accounts on Salesforce. You can send leads directly from Salesforce or have them uploaded automatically when a new lead is created so that everyone in the team is up to date on all leads at all times. This helps your sales team boost sales conversions because they always have access to all of the most current information about the leads they are working with at any given time.
  • Track important metrics that matter to the company such as the number of leads that have been created, the number of leads that have converted into opportunities, etc. These measures can easily be tracked by using the integration of Salesforce and Slack because these metrics will be updated in real time within the application. This helps managers know exactly what is going on in their teams at any given time for each project or initiative because everyone in the team can see exactly what is going on at all times.

The process to integrate Slack and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.