Slack

Slack

From casual conversations to real-time decisions.

Slack works as the “operating system of work,” integrating with Salesforce to optimize collaboration, automation, and data access within your workflow. Turn every chat into an action, bringing Salesforce data and processes directly into your conversations to accelerate collaboration and make better decisions.

Centralized Collaboration

Connect business activity with instant communication to accelerate decision-making. Centralize notifications and reduce friction between teams by bringing Salesforce context into the conversation.

Agile Decisions

It makes it easier for teams to work with real-time information, coordinating decisions quickly. It reduces the time spent searching for information and speeds up customer service and business processes.

Task Automation

Save your teams time by automating repetitive tasks. Use workflows and bots to manage approvals, reminders, and notifications that are triggered by events in Salesforce.

Slack + Salesforce Integration Capabilities

Bring the power of your CRM directly into your teams’ workflow.

Salesforce records in Slack

Allows you to view, share, and in some cases update Salesforce records directly from Slack, without leaving the conversation.

Team Collaboration Channels

Create channels to coordinate teams, such as product and support, or to review dashboards, turning insights into concrete tasks and keeping everyone aligned.

Smart Notifications and Alerts

Centralize notifications so teams can make decisions in real time. Set up automatic alerts for important events, such as the opening of a VIP customer case.