However, there are some drawbacks, which have been well documented on the app’s review page, among other places. Plus, you can set up Slack notifications which keep your team updated as deals progress.įor many users, the Salesforce for Slack integration represents sales team nirvana. The integration enables you to send messages two ways between Salesforce Chatter and Slack channels. Likewise, when working in Salesforce, it’s easy to share records with team members in Slack. They can search for contacts and instances, and access Salesforce records in Slack. Users are able to access many Salesforce features directly from their Slack workspace. The Salesforce for Slack app promises a seamless working experience between Slack and Salesforce. dashboards and reports in Slack, in the easiest way possible.” Outcome three: “I want to visualize Salesforce KPIs. Outcome two: “I just want to set up notifications and alerts in Slack, for when something changes in Salesforce” Solution: Salesforce for Slack integration Outcome one: “I want to achieve a seamless way of working between Slack and Salesforce”. Today, we’re going to explore three different outcomes you might be looking for, and the best ways to achieve them. Many Sales Directors talk about integrating Slack and Salesforce, but often, they are actually talking about achieving very different things. Really, it depends what you mean by “integrate”. So in 2023, two years on, we’re asking: what are the best ways for users to integrate Salesforce and Slack? How do you integrate Salesforce and Slack? This was the largest acquisition in Salesforce's history, and was seen as a way to bolster their presence in the enterprise software market. Well, it’s certainly an idea that occurred to Salesforce, who acquired Slack for a whopping $27.7 billion in August 2021. It’s not surprising that many Salesforce and Slack users think about connecting these two apps - integrating their “internal” tool and their “external” tool to create a single, universal system. Whereas Slack covers the “internal” – it’s your company’s collaboration hub, helping turn your sales team into a lean, mean, selling machine. Salesforce covers the “external” – it’s your one-stop shop for managing the sales pipeline, and working with both prospective and existing customers. Salesforce and Slack are two of the most popular and widely used tools for sales teams today.

Salesforce slack integration