Connecting Slack with Salesforce

Connecting Slack with Salesforce

Slack and Salesforce. There are really only two important things to know. Slack enables teams to collaborate and coordinate, and Slack is fully integratable with your new or existing Salesforce CRM tools.

Salesforce does offer a Trailhead to help companies integrate Slack themselves.Summit can include Slack and Salesforce integration into any Salesforce project.

In the most simplistic of steps, the Salesforce Slack integration is initiated between the apps from the Apps tab in your Slack Sidebar. Search for and select Salesforce. From the app’s Home tab, click Connect Account. Once Slack and Salesforce are connected, just click Open Slack to return to the Slack app.

With Slack and Salesforce connected in your CRM’s org, you can speed up tasks such as creating Salesforce cases, working leads, submit opportunities for approval, and share information across relevant teams.

Both Slack and Salesforce further integrate with many other business apps so you can use the platforms to bring all your technology stack together in one centralized location. The Salesforce App for Slack 2.0 connector is a pre-built integration that allows Slack users to grab information from Salesforce and share it with the Slack community. In fact, with the integration Slack becomes one of the easiest methods you can use to share reports and data from Salesforce and Salesforce tools.

To use the Salesforce app for Slack, your Salesforce administrator will need to install and configure the Slack package in your Salesforce org. The package is compatible with both Salesforce Lightning and Classic Experiences, and supports Sales Cloud and Service Cloud.

It is recommended that you install and configure Slack using the Slack Setup assistant or with the assistance ofSummit so that all users in your Salesforce org can use the Slack app to set up alerts for standard and custom objects. To enable custom objects, make sure you are using Salesforce package version 1.56 or higher. With Salesforce Professional you will also need the API Access add-on. To use the components in Lightning, your Salesforce org must also have a custom domain.

Don’t feel overwhelmed. Summit LLC can handle your custom integration and installation ensuring that Slack and Salesforce work properly together.

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Mike and his team were extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

Name(Required)