Spring '23 Salesforce for Slack Release Notes
Salesforce Slack Spring ‘23 release brings some fantastic new functionality to Slack and your Salesforce ecosystem.
Collaborate on leads and opportunities to sell faster and more efficiently using customer data and business insights from Sales Cloud and Salesforce Customer 360. Permission sets have been simplified by combined the three Sales Cloud for Slack permission sets into one called Sales Cloud for Slack. Previously, new users needed the Connect Salesforce with Slack, Slack Sales User, and Run Flows permissions sets. This update applies only to new users.
Send and receive Slack messages from a record in Salesforce. Create knowledge article drafts from a conversation in Slack. Give Slack swarm contributors credit in Salesforce with automatic Swarm Member records creation. Help relieve context switching pains and keep a record of swarm-related conversations with the Slack Conversations Lightning component. Agents can now send, receive, and view Slack messages related to a swarm from the Salesforce record itself. No more swivel-chairing or searching through Slack archives for critical information.
Build a better knowledge base. Help relieve context switching pains and keep a record of swarm-related conversations with the Slack Conversations Lightning component. Agents can now send, receive, and view Slack messages related to a swarm from the Salesforce record itself. No more swivel-chairing or searching through Slack archives for critical information.
Give credit to Salesforce users who contributed to a swarm in Slack but have yet to be added to the swarm. Salesforce users who are added manually to a swarm channel in Slack and who contribute to the conversation have swarm member records created automatically for them in Salesforce. Swarm managers can then better report on and track which users help resolve swarms.
Create customer service incident management records from Slack. Collaborate and maintain one source of truth with incident, problem, and change request records that you can create in Slack. Let your development teams focus on problem-solving and collaboration by enabling them to create problem records and change requests from within Slack.
Do more with Analytics Links in Slack. Send links to analytics items, and give recipients more options with Slack link unfurling. When you post a link in Slack to a Lightning report or dashboard or a CRM Analytics dashboard or lens, the link unfurls to provide options for further interaction with the item. If the recipients have the CRM Analytics for Slack app, they see options such as View Details and Open in Salesforce. If they don’t have the app, recipients are invited to install it.
CRM Analytics notifications in Slack can now include a snapshot of the widget where the notification is set. The snapshot is taken when the notification is sent, giving you immediate visibility into your data. Previously, the notification included a visualization of the triggering condition. Along with the snapshot, the notification also delivers an accessible PDF file of the widget’s data.
Give your users access to manage their leads and referrals in Slack for Financial Services Cloud. Get faster access to records in Salesforce with new buttons and slash commands. Create, manage, and convert new potential business from anywhere by using Leads and Referrals in Slack. In the Financial Services Cloud for Slack App, your users have control of the entire lead and referral process. From creating a new lead, to viewing and updating existing leads, and converting successful leads, your users can save time by managing potential business and staying connected to conversations with their team members all from Slack.
Get quick access to Salesforce when you reach the maximum number of records that Slack can show. To view more than the 20 records that Slack can show, click View More in Salesforce. Find this new option in all of the features turned on in your Financial Services Cloud for Slack App. Get faster access to the files on your document checklist items from the Financial Services Cloud Slack app. When you view your pending document checklist items, each item has a new action called Document Preview: Link. Click Link for quicker access to the file in Salesforce. Previously, you had to open the Document Checklist Item record and click through three screens to find the file.
Get quick access to data about a household by using slash commands in Slack. In a Household account channel, use the slash commands /finserv view household to view a household account and /finserv view household members to view members of a household account.
Share enablement with Trailblazer Community Feed Items in the Trailhead App for Slack. Accelerate enablement and adoption at your company by bringing more Trailhead content into Slack workspaces. In the Trailhead Slack app, you can view, search for, and share posts or questions from the Trailblazer Community feed on Trailhead. This enhancement allows more users to discover and share resources in the flow of work.
Highlights for Slack admins. Create a customized experience to share data between Salesforce and Slack securely. With the Slack System User configuration page, you can provide the most secure rendering experience for multi-user Salesforce content displayed in Slack from Salesforce. Connect up to five Salesforce orgs to a single Slack Workspace with the Salesforce for Slack Multi-Org management feature. With Salesforce for Slack you get more controls to create custom layouts when urls are unfurled in Slack. Now there are multiple options for URL Unfurling to create richer or more simplified experiences in Slack.