opkarchive.blogg.se - Salesforce slack integration

Auto-create a channel: Create a channel when an opportunity changes and invite all relevant stakeholders to collaborate on next steps.

Here are some other Slack Actions you can build directly into your flow: Keep your users updated on the latest news, and proactively communicate important messages to teams that might otherwise be missed for example, send an alert to a Service team if a certain number of new cases are created. With this feature, you can automate changes to happen directly in Slack based on a flow triggering. Slack Actions are available when you build flows. With Slack Actions, admins can use the power of Flow to make it easier for users to collaborate in Slack. Then, deploy the screen flow directly to users so they can engage with it in their Slack window, input information, receive guided steps, and update Salesforce records without ever leaving Slack. Whether you want to help your users add call notes, update opportunities, or modify a contact record, you can build a guided screen flow in Slack using the Flow tooling you know and love. That way, admins can collect input and data from Slack users, and update Salesforce seamlessly.

With Screen Flows for Slack, admins can ensure users accomplish Salesforce-focused tasks right in Slack. At many companies, business users are having critical conversations and discussions in Slack. First, Screen Flows in SlackĪdmins want to meet users where they are. What is Flow in Slack?įlow in Slack contains two key tools that help admins automate with the power of Flow and Slack. This is incredibly powerful, and it means admins can continue to build business-critical solutions. Use clicks to build Slack experiences that integrate with your Salesforce data and business processes.

With Flow in Slack, you can use your existing knowledge of how to build guided experiences with screen flows, backed by declarative logic and actions. Flow in Slack combines the collaboration of Slack with the power of Salesforce low-code automation tools to invoke rich business processes built in Flow right inside of Slack, where work and collaboration is already taking place. Specifically, we’ll discuss how you can use Flow in Slack to bring automation to any Slack conversation-and bring Slack to your Salesforce automation.

In this blog, we’ll dive into one such innovation- Flow in Slack. With these new features, you can continue to deliver business value fast by empowering people, simplifying processes, and integrating systems. As Salesforce Admins, you love to automate all the things, which is why we’re so thrilled to share how Salesforce is expanding the Flow Automation Suite! The exciting news at TrailblazerDX is all about the innovations in Flow, the complete suite of automation technologies, to help you quickly automate complex business processes on Salesforce’s low-code platform.