A Step-by-Step Guide To Salesforce And Slack Integration

A Step-by-Step Guide To Salesforce And Slack Integration

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Salesforce, the world’s #1 CRM, and Slack, the most popular workplace communications app, integration emerged as the big move in the cloud computing space as it intends to help CRM consulting companies transform the future of customer experience across every interaction. Salesforce integration with Slack gives businesses a single source of truth about their business and a single platform to connect employees, customers, and partners with each other and the applications they use most.

In this post, we’ll cover what Slack is, the benefits of integrating Slack with Slack, and the steps for integrating Salesforce with Slack.

Introduction To Slack

Slack which stands for “Searchable Log of All Communication and Knowledge,” is an ultimate chat and messaging app empowering users to have real-time text-based conversations on public channels, private groups, and instant messaging. Slack is a popular workplace communication app used by individuals, teams, and companies across multiple platforms and devices.

Slack offers a slew of features such as messaging functionality, file and media sharing, initiating voice and video calls, project management & integration tools, and add-ons to help projects run smoothly.

Now let’s look at the benefits of integrating Salesforce with Slack.

Benefits of Salesforce And Slack Integration

Salesforce Customer 360 combines all departments on one integrated platform, from marketing, sales, and commerce to services and IT. Slack adds a layer of interaction, improving synchronization across your organization while increasing productivity.

With Salesforce and Slack integration, sales reps can update opportunities directly on Slack, or service agents can access and close tickets in one place.

With a shared view of your customer information available in collaborative spaces, traditional silos and barriers are a thing of the past. The integration brings out a lot of improvements in communication and collaboration, leading to better business outcomes for your employees, customers, and even partners.

Slack and Salesforce integrate with all your favorite business applications, so you can unify your technology, automate processes, and achieve better business results faster.

You can even create custom applications with low-code and no-code capabilities or use the combined ecosystem of over 8,000 apps to cater to business needs successfully. 

Salesforce and Slack integration let you search for Salesforce instances from Slack and share results on Slack. The integration allows you to exchange two-way messages between Salesforce Chatter and your Slack channel.

Let’s now dive into the steps of integrating Salesforce and Slack.

Steps To Integrate Salesforce And Slack

To integrate Salesforce with Salesforce, it is important to have a Salesforce and Slack account.

Step 1: Open Slack and create a workspace in your Slack account. While your Slack account is managed, you will be able to see two default channels, i.e., General and Random.

Step 2: Let’s create a new channel.

  1. Click on Add channel as shown in the below figure.
  1. Then Click on Create a Channel. Enter the details in given fields like Name and description and click create as shown in the below figure. 
  1. Add the people you want to.

Step 3: Go to your Salesforce account. Click Setup and download Slack from AppExchange in your Salesforce environment.

  1. Open AppExchange. Search for Slack and Install it by clicking on Get it now.
  1. Give the required permissions.

Step 4: Now, we will install Salesforce in Slack.

  1.  Go to Slack. Click on the Inbox page-> Setting & administration -> Manage Apps as shown the below figures.
  1. Search for Salesforce. Click on Add to Slack, as shown in the below figure.
  1. Scroll down and again click add to Slack below Step 1.

And give permissions. And it will redirect you to this particular page, as shown below.

  1. Now we will go back and see that Salesforce is successfully added to Slack.

Step 5: Go back to Salesforce org to give permissions to users. And search for permission sets in the Quick Find box.

Step 6: Search for Slack and select Slack standard user in permission sets.

Step 7: Open Slack Standard user -> Manage Assignments -> Add Assignments and select users to whom we want to give permission. And click assign-> Done.

Step 8: You use the Slack setup app to configure how your team can view and share data. 

Click on App Launcher and open Slack setup.

And click on Get Started, as shown in the below figure.

Step 9: Now, click on Authorize to connect Slack to Salesforce, as shown in the figure below.

After doing this, we will successfully establish a connection between Salesforce and Slack. And click Finish as shown in the below figure.

After this, we will be redirected to the below page:

Now we will enable custom objects. 

Step 10: Click Continue. 

Note: This step is vital as it will enable a custom object. For example, we have a custom object Applicant, and we want to use that object in Slack to enable it.

To enable a custom object, here are the steps to be followed:

  1. Click Add Custom Object.
  1. Select an object and the fields we want to show. Click Add, as shown in the below figure.
  1. Now we have to activate the object. And there are two ways to activate that object:
  • Automatic Activation 
  • Manual Activation.

And we will activate our object with the option we want. Once done, click on Finish and proceed to the next step.

Step 11: To set up custom alerts, we will click continue. And will be redirected to the page to set up alerts. And click on New Alert.

Step 12: Enter the field like Alert Name, Object, and Alert type. Click Next.

Now, we will set up an alert as per our requirement and the situation we would like to receive a notification.

 And like this, we can add various alerts on Different Objects.

Step 13: Now, we will configure our org and click Continue.

Select the layouts to which you want to add actions and click Add Action To Layouts->Click Next. Now we will add Slack Message Viewer Component to the page layouts to view Slack messages in Salesforce.

Select the desired pages and click Add component to pages.

Once Successfully added, click on Finish.

Step 14: Now, the final step to setup Automation Configuration, Click Continue.

Now Click New Message Destination.

Step 15: Now, fill all the required fields like Message Destination Name, Slack workspace, and Slack channel or person. Click Save. 

 And once it is done, click Finish.

Once all steps are done, it will look something like the below figure:

After the successful integration, we got a new way of messaging an update of Slack with Salesforce. It will now allow you to receive notifications on the object you wish to see. Any changes made will get automatically notified on Slack. It will also help you receive messages and manage your org in a much more systematic way. 

Conclusion

In short, with Salesforce and Slack integration, you can communicate in real time between Slack and Salesforce Chatter, improve team collaboration and productivity, and simplify the cross-platform search.

Integrating Salesforce and Slack opens up new possibilities for more effortless functioning, allowing users to manage Salesforce information without leaving their Slack workspace seamlessly. The integration provides users with a bunch of features, such as sending messages and updates over Salesforce and Slack workspace records. Users can set notifications and alerts for any updates or changes to any apps, saving a lot of time and allowing them to get work done while remaining within the Slack workspace itself.

Do you require assistance with CRM development, CRM implementation, data migration, and integration with third-party tools such as Outlook, MailChimp, Trello, Slack, and more? Contact Cloud Analogy – the globally recognized CRM consulting company now to explore how certified CRM experts can help you realize your business potential.

nitish

Nitish Bhardwaj

Salesforce Principal Consultant | Chief Information Officer
An experienced Salesforce.com professional with 5+ years of experience in consulting on and delivering Salesforce projects for mid size, large and very large customers.

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