Integrate Salesforce with Slack
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Use the Slack integration to get vital information about your organization, your team, and their habits or productivity.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Bring all your Slack data to Amazon Redshift
Load your Slack data to Google BigQuery
ETL all your Slack data to Snowflake
Move your Slack data to MySQL
Integrate Salesforce With Slack Today
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Salesforce's End Points
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Salesforce Custom Objects
Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
Slack's End Points
Gather and set information on members of your Slack team: get a user’s identity, find a user with email addresses, set user profile pictures, and more.
Get info on your team's Slack channels, create or archive channels, invite users, set the topic and purpose, or mark a channel as read. Use this information to track and improve company communication.
Interface with all kinds of conversations, including public conversations, private channels, and direct messages.
Get info on files uploaded, upload new files, and control things like file sharing, filters, and file information.
Slack Group and User Group
Get info on your team's private channels, or groups, and on your team's user groups.