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Use the Salesforce for Slack Integration for Sales

Learning Objectives 

After completing this unit, you’ll be able to:

  • Describe Slack and the Salesforce for Slack integration.
  • Explain how sales teams collaborate using this integration.
Note

Note

This module was produced in collaboration with Slack, which owns, supports, and maintains the products, services, and features described here.

What Is the Salesforce for Slack Integration?

Imagine a restaurant. Diners rely on the waiter to bring the menu, alert them to the specials, and bring their food all from the comfort of their table. The cook relies on the waiter to tell her what customers want to eat, deliver food to the table, and alert her to compliments to the chef or requests for modifications. In this way, the waiter makes everyone’s lives easier by bringing together the dining room and the kitchen.

Slack is the table where all the sales and service teams are, their collaboration hub. From the comfort of the table, teams collaborate about work and ideas they’re having about upcoming projects. They’re talking about their pets. 

Salesforce is the kitchen. It’s where leads are heating up. It’s where cases are simmering. Business operations is coming up with new recipes.

So think of the Salesforce for Slack integration like that friendly waiter. It connects sales and services teams to key account information within context to manage the sales pipeline more efficiently. It allows colleagues to share messages, records, and alerts without having to switch back and forth between applications. Thank you, waiter!

Waiters in a restaurant share a menu with diners and deliver platters of food to dining tables, all labeled with the Salesforce for Slack integration icons.

Salesforce for Slack Brings Just What You Ordered

Sales teams use the Salesforce for Slack integration to search and share new leads with their team members. They receive alerts when a new lead has been generated, or when a deal has been moved to the next stage. 

The integration is designed to help your sales team get work done. It allows your sales team to collaborate more efficiently with groups from across the organization—including service agents, finance, and even legal.

Let’s dig deeper into how sales teams get the most out of this integration, starting with searching and previewing Salesforce records in Slack. 

Collaborate on New Sales Leads

Meet Johann. He’s a sales rep at Simple Enterprise, which provides financial and risk management services to small and medium businesses. He’s been having a discussion in Slack with his teammates about getting more leads. 

He’d like to connect with an executive at a hot new company and pitch how Simple Enterprise’s risk management software can meet its business needs. While in Slack, Johann searches for “Edge Communications” and previews the Salesforce account record. He sees his colleague Jennifer, a business development rep, has already been working on the account. He messages her in Slack to see if she can connect him with a decision maker. 

A user searches and previews Salesforce records for Edge Communications in Slack

Stay in the Know with Customized Notifications

What else can this integration do? With the Salesforce for Slack integration, sales reps receive customized notifications immediately in Slack, so they don’t have to stop what they’re doing and log in to a separate tool. 

Let’s check in on Johann. He had a discovery call with the VP of Risk Management at Edge Communications and is ready to add the VP as a new lead. In Salesforce, he adds the new lead. Back in Slack, a notification is pushed into the account channel, so other team members have all the context they need and can start discovery and work on converting the lead into an opportunity.

Customize alerts for Salesforce record changes in Slack channels; Johann views customization settings for alerts on new leads

Collaborate Across Sales and Services by Sending Records Directly to Slack

Salesforce for Slack also allows you to collaborate across the organization more effectively. Sales teams can easily share Salesforce information with colleagues across the organization by sending records directly to Slack, and then by sending Slack conversations back to records to ensure all activities are tracked. 

Johann’s updating a lead with a note that the VP wants to talk to someone in services; they have questions about the service tiers. He wants to immediately let Anca in the customer support team know, so they can set up a meeting. 

Image of a Salesforce lead record for Jane Smith with the Send to Slack button highlighted

With the integration, Johann can choose where and with whom he wants to share the record. His team members can connect with each other within the account channel to set up further meetings. They can tag team members and share meeting agendas, all within Slack without missing a beat. 

Next Up, Service

You now understand more about how your sales team can harness the power of the Salesforce for Slack integration to search and preview records in Slack, receive notifications on new leads and opportunity stage changes, and collaborate with teams across the organization by sending records from Salesforce directly into Slack. 

Next let’s take a look at how the service team can use this functionality to quickly resolve customer issues and collaborate with product teams to ensure the most efficient customer service operation possible. Let’s go!

Resources