Salesforce is the best CRM software available for businesses today, and Slack is a working alternative for messengers as it offers instant communication between team members and helps any enterprise work better and faster, responding to news and any incoming information on time. It remains only to implement these services properly to cover the maximum number of business tasks. Fortunately, in the summer of 2021, the Slack Salesforce integration tool appeared, and now, the interaction between Slack and Salesforce has become not only realistic but also quite easy.
In addition to the obvious list of tasks assigned to CRM, enterprises, and teams can be offered even more benefits with the advent of Salesforce integration.
- A complete set of necessary tools that can be useful in the work of any company.
- The ability to refine the system to the needs of the team.
- Customer and team relationship management are simplified thanks to Slack integration, which leads to improved interaction within the company and complete mutual understanding in contact with consumers.
And if all of the above is not yet a sufficient reason for making a decision, there is one more: in addition to Slack integration, which now works perfectly, Salesforce has offered a record low price per user, and in the meantime, Slack is a free application for all Salesforce users. It becomes easier and more affordable to take advantage of all the listed advantages. The only thing left is to understand the nuances of Slack integrations.
Slack Salesforce Integration Features
The Salesforce process and Slack integrations are slightly different from the interaction between other applications. Basically, it looks like this: you must have separate Slack and Salesforce accounts. Then, one is integrated into the other and vice versa. Only this algorithm of actions allows you to get all permissions and execute all commands without restrictions.
The Slack app needs access to the Salesforce API to get processes run smoothly. First, you need to add it in the sandbox mode to figure out how everything happens. And only then, repeat the Salesforce integration on a production instance.
To complete the procedure, it is recommended to use the Google Chrome browser and temporarily disable the blocking of pop-up windows in its settings. Helpful hints, tips, and tricks will appear during installation. In addition, blockers can block access to some important options, which will lead to software malfunctions.
Slack Integration: Walkthrough
Let’s walk through the installation procedure step by step so that you end up with a perfectly working tool to simplify business processes.
- Open Salesforce, go to settings, find the Applications section in the menu, and there, you will see AppExchange Marketplace. There is Salesforce for Slack, and you need to select Get Now. If you are still not signed in to the apps with your account information, you can also do this at this stage.
- Go to the next page and find the Install as Administrator command. The process takes from one to several minutes.
- Upon completion of the procedure, a notification will be sent to the email that the installation of the application has been completed.
Once the Slack Salesforce integration is over, you need to give permission for other users to connect to Slack to use it for work purposes. Permissions don’t open automatically. To share the application with other users, you need to open Salesforce, go to the Options section, and find the items Permission Sets and Manage Assignments there. After that, you need to check the boxes next to all those users who are allowed to edit records in Salesforce. Click Add – and you’re done at this stage
Let’s move on to the next one.
- Select Slack Setup, install the app, and connect to it to set up a connection between Slack and Salesforce.
- Log in with your account details for further Slack Salesforce integration.
- Add additional customization items. By default, after successful completion of Slack integration, the system will work seamlessly with Leads and Accounts.
- Turn on alerts if necessary. Alerts can be named, and you can select and set the criteria upon which the alert will be sent.
- If you need the Send to Slack and Slack Alerts buttons to work, you can add them to your layouts in the next step. Or skip this step if it is not important to you.
- Large companies will definitely appreciate this opportunity because the next step of setup is the ability to split Slack into separate rooms. In small teams, after Slack Salesforce integration, all notifications are sent to a common channel, where all team members can view these notifications. But when an enterprise consists of a marketing department, a purchasing department, a sales department, and other departments, there can be too many alerts in the general pool, and important news can be easily lost among them. To prevent this from happening even at the setup stage, you can create separate Slack rooms, and notifications will be automatically divided into categories. Instead of monitoring the global channel, every division in the company will see exactly those notifications that relate directly to their tasks and competencies.
At the final stage of Salesforce integration, there is a chance to predetermine the maximum number of notifications that can be sent to Slack. By default, the application is pre-configured with optimal settings to ensure the stability of the tool and a high speed of transmission of notifications. However, the user still has the ability to change these parameters.
All parameters are set. Now, your company will be able to establish excellent communication between departments, transmit and receive relevant and fresh information on time, and always act together. Correct integration of Slack and Salesforce won’t allow you to miss a single important piece of news, which is a serious claim to victory in the highly competitive commercial world, where and only those who have their finger on the pulse and establish communication at the highest level can benefit!