生產力

Slack: Now with more Salesforce, and vice versa

Introducing new integrations with Salesforce CRM

Slack 團隊2020 年 8 月 12 日

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

這則貼文有幫助嗎?

0/600

超讚!

非常感謝你提供意見回饋!

知道了!

感謝你提供意見回饋。

糟糕!我們遇到問題了。請稍後再試一次!

繼續閱讀

新聞

借助 Slack AI 的力量,大大小小的企業處理工作快速省力

Slack AI 可供所有付費方案使用者購買,有助於充分發揮資料的效用,協助客戶提升員工生產力

新聞

Slack AI 已經到來

使用我們現已上架的全新生成式 AI 功能,立即瞭解工作日的最新情況

新聞

透過 Slack Sales Elevate 改變銷售團隊的工作方式並獲致成功

我們的全新解決方案利用 Slack 中強大的工具和 Sales Cloud 深入分析,使銷售生產力再創新高

新聞

全新工作流程建立工具為所有人實現工作自動化

新的自動化功能可以實現更強大的工作流程,不受使用者的技術專業能力所限