Slack & Salesforce Integration: What’s New & How to Integrate?

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One of the most popular communication & team collaboration applications Slack, which has 12 million daily active users, has added a few new integrations with Salesforce’s Sales Cloud & Service Cloud. The Salesforce & Slack integrations will enable both the solutions users now to communicate in real-time between Slack & Salesforce Chatter. This integration will boost team collaboration & productivity. 

Slack users can now search and preview Salesforce Sales Cloud & Service Cloud records including accounts and opportunities within the app by using a slash command. As per another new feature, now users can send Salesforce records related to an account or case to another individual Slack user or a channel directly. Sales & service reps using Salesforce can now see Slack conversations related to a Salesforce record. 

Slack rolled out its first integration with Salesforce’s Sales Cloud back in 2016. Apart from the latest integration, we can expect a lot of integrations coming in the near future. The latest integrations will surely be going to make sales & service more seamless and collaborative for both the platform users. 

How to integrate Salesforce & Slack?

You can integrate your Salesforce CRM with Slack using multiple ways such as using APIs (Native Integrations), & Third-party integration tools. The Salesforce-Slack integration enables you to search your Salesforce instance from Slack, and share results in Slack. The integration will also help users share messages both ways between Salesforce Chatter & Slack. In order to integrate & use both the solutions, The Slack AppExchange app needs to be downloaded from the Slack App Directory (www.slack.com/apps). It is recommended to read the installation guide carefully. You can get AppExchange plug-in for Slack here

Native Integrations/APIs
The Slack and Salesforce CRM integration allow users to search and share Salesforce contact and account records and share leads and opportunities. Please refer to this Slack KB article to see the options for integrating both the systems and also how to install Salesforce CRM access from Slack’s App Directory. 

Third-Party Integrations
There are various third-party tools available using which you can integrate Salesforce & Slack. However, we recommend you to verify any third-party tool before installing and to be cautious while deploying. 

 

Source: Salesforce.com, Slack.com