How to Integrate Salesforce with Slack and Use cases for the Salesforce for slack Integrations

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Singapore Salesforce Marketers Group

Singapore Salesforce Marketers Group

Күн бұрын

Пікірлер: 14
@SriRam-lg8fu
@SriRam-lg8fu 10 ай бұрын
Useful Video, can I give guest user profile the access inside slack to use salesforce with limited objects? If so, how? Thanks
@Dolphinlaugh
@Dolphinlaugh Жыл бұрын
Hey! This is really helpful! Thank you! Question: is this possible natively without third party ETL services to configure approvals within slack to approve or reject approval requests send from Salesforce? Thank you.
@krishnaprasad-kt4bi
@krishnaprasad-kt4bi Жыл бұрын
Hi. Thanks for the video. I have recently started integrating sales with slack. I didn't get standard object called sales channel in my org and buttons called list a channel is not working(greyed out) in opportunity. Can you please let me know what causing this issue
@Ls2396
@Ls2396 3 ай бұрын
Is it possible to install Service Cloud for Slack too? following this step, because i'm facing the issue "Your Salesforce Organization doesn't have the permissions to access this Slack app. For help, contact your Salesforce admin."
@ghostwarrior0043
@ghostwarrior0043 Жыл бұрын
Can you create one video on how to send approval process to slack when a record is submitted from Salesforce.
@srinivaschandika6153
@srinivaschandika6153 2 жыл бұрын
Hi, this video is really helpful to me. Can you able to provide a video, on how to do the approval process in slack. i.e. Once click the "Submit for Approval" the approval request will show in the slack with the "Approve" and "Reject" button. Once click the "Approve" button in slack change the status "Pending" to "Approve " in salesforce and route to the next approval if available.
@singaporesalesforcemarketers
@singaporesalesforcemarketers 2 жыл бұрын
Refer: api.slack.com/best-practices/blueprints/approval-workflows
@saintilisecoulanges-pierre8587
@saintilisecoulanges-pierre8587 2 жыл бұрын
Hi there, great video., very helpful. Is there a way i can display more fields from opportunity to slack. For example, amount of the opportunity, the name of the product sold. Thank you.
@singaporesalesforcemarketers
@singaporesalesforcemarketers 2 жыл бұрын
Slack Record layouts available, Can you check if the layout available for Opporunity?
@ashnyc90
@ashnyc90 Жыл бұрын
Just FYI the Salesforce app being used to integrate here is an old app and is no longer searchable in the slack app directory. Native integrations should be used now "Sales Cloud for Slack" or "Service Cloud for Slack" should be used in conjunction with the "Salesforce for Slack" app
@naveenmosuru4556
@naveenmosuru4556 2 жыл бұрын
When a record is shown on a Slack channel, can fields be added or removed from the Opportunity or any other standard object layout?
@naveenmosuru4556
@naveenmosuru4556 2 жыл бұрын
Also, explain me how you receive the message beneath the opportunity fields.
@singaporesalesforcemarketers
@singaporesalesforcemarketers 2 жыл бұрын
@@naveenmosuru4556 In Salesforce, there is a LWC component where can you got to Edit page and then add that component to the right side of the page layout, then you can see the messages from Slack to SF
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