생산성

Slack: Now with more Salesforce, and vice versa

Introducing new integrations with Salesforce CRM

Slack 팀이 작성2020년 8월 12일

Update (12/20/16): The Salesforce integration for Slack is now available! To use this integration, install or request Salesforce from our App Directory and log in with your Salesforce account. Once connected, you’ll be able to quickly find and share information from Salesforce without leaving Slack. Want to share messages between Slack and Chatter? You can do that too, by asking your Salesforce Admin to install the Slack app from AppExchange.

For a refresher on the things you can do when you use Slack and Salesforce together, read more below.

Slack and Salesforce — both big parts of many people’s working lives. And the better we work together, the more productive you can be. That’s why we’re officially partnering with Salesforce to deliver several new integrations over the next month (with many more to follow). Here’s what’s coming:

 

Search Salesforce from Slack

Using the /salesforce slash command you can search for an opportunity or contact in Slack. Your search will return three results, and when you click one, it will expand to provide you with basic account details right where you’re working.

 

review Salesforce information

 

Keep Chatter and Slack in sync

Use either the /chatter slash command or the /slack slash command to send updates from Slack into Chatter and vice versa.

 

send updates through SlackIn Slackposting in ChatterIn Salesforce

 

Connect Slack channels with Salesforce records

Assign a Slack channel to a Salesforce customer record and a new section on that record will display the unread message count for the connected channel. This way anyone working in Salesforce will be able to see when an account is being actively discussed in Slack.

 

Salesforce dashboard

 

Finally, as an added bonus, Salesforce URLs will now unfurl in Slack and include better formatting.

Salesforce opportunity

 

Got a question or need help? Feel free to send feedback or tweet us at @SlackHQ

이 포스트가 유용했나요?

0/600

훌륭해요!

피드백을 주셔서 감사합니다.

알겠습니다!

피드백을 주셔서 감사합니다.

죄송합니다. 문제가 발생했습니다. 나중에 다시 시도해주세요.

계속 읽기

새 소식

워크플로 빌더의 새로운 커넥터 65개를 통해 더욱 유용한 자동화를 만드세요

파트너 앱에 연계해 코딩이 아닌 클릭으로 업무를 자동화하는 새로운 방법을 소개합니다.

협업

자동화를 사용하여 프로세스를 간소화하고 생산성을 높인 Salesforce 마케팅 팀

워크플로를 통해 마케터는 새 캠페인을 더 빠르게 제작하고 출시할 수 있습니다

협업

꼭 맞는 음악을 들려주는 Slack 허들의 새로운 주크박스

팀 멤버들의 참여를 기다리는 동안 기발한 음악으로 지루한 대기 시간을 달래줍니다

혁신

Slack AI를 설계한 방식

제품 디렉터가 Slack의 기본 AI 도구를 만드는 데 뿌리 내린 우선 순위와 가치에 대한 이야기를 공유합니다.