Slack and Salesforce Integration

Slack is a team collaboration application that has gained a significant amount of momentum over the last few years. One of the things that sets Slack apart is the simple and powerful way it can integrate with external applications. In this article, we will review three approaches you can use to integrate Slack and Salesforce: Webhooks, Slash Commands, and Bots.

 

Integrating Slack and Salesforce using Webhooks

Using Incoming Webhooks, external applications can automatically post messages to Slack channels when specific events under their control occur. For example, you could create a custom integration that automatically posts a message to the #general Slack channel when the status of an opportunity changes in Salesforce.

Watch the video below to see how you could easily implement this integration using Process Builder:

Check out this blog post to learn more about integrating Slack and Salesforce using Webhooks.

 

Integrating Slack and Salesforce using Slash Commands

Using Slash Commands, users can query or update information in external apps, like Salesforce, from within the Slack UI. Watch the video below for an example of this integration scenario. Three Slash commands are used to access Salesforce information without leaving the Slack UI:

  • /pipeline [number to show]: Show the top Salesforce opportunities in the Slack UI
  • /contact [searchkey]: Search contacts by name from the Slack UI
  • /case [subject:description]: Create a case from the Slack UI

Check out this blog post to learn more about integrating Slack and Salesforce using Slash Commands.

 

Integrating Slack and Salesforce using Bots

Using a bot, you can monitor Slack channel activity and respond to Salesforce requests expressed in natural language.

Watch this video to see a Salesforce bot in action inside Slack:

Check out this blog post to learn more about integrating Slack and Salesforce using bots.

 

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Slack and Salesforce Integration