6/12/2023 0 Comments Salesforce slack integration![]() Sales ops, legal, and compliance teams will love being notified immediately when a quote or proposal has been submitted for review, rejected, or approved. This (as well as the rest of our use cases in this post) is entirely customizable and can be configured for any status change on any object in Salesforce to Slack channels or DMs! Quote and proposal approval process: Act immediately Whether you’re a sales leader, revenue ops specialist, or sales rep pipeline updates (especially commits) are critical to your planning and workflow. Instant deal status updates: Never miss a commit We’ve seen many methods of deal alerts, but in our remote world we can’t physically stand up and strike a gong on the sales floor, so Slack deal alerts are the next best thing! The Slack connector makes it easy to map opportunity fields (including lookups!) to Slack notifications, specify which channel to post the gong to, and even allows for a Giphy randomizer based on a key search term (For the example above, we chose ‘congratulations’). ![]() If you’re in sales, you know that a big part of the feeling of success you get from closing a big deal is the shout outs and recognition that you receive from your peers and company leadership after the deal is closed-won. Big deal alerts: from closed won to Slack celebration ? The possibilities are really endless here, as you can imagine how helpful it can be to bring summarized data from reports into Slack as opposed to simply posting a link. This feature works with your standard and custom Salesforce reports. How often do you forget where you placed a Salesforce report when you need it the most? For some of our clients, it’s a “last month/week/day recap” or a “please update these records” report that gets posted on a scheduled interval. We’ll go over some common use cases for this application. This simple question led to the birth of what is now an application that many of our clients swear by, the Plative Slack Connector. ![]() The Plative Slack Salesforce integration was developed by our team internally to replace an existing application that we were paying a subscription fee for when we asked ourselves, “why can’t we simply build this with Salesforce automation and API calls?” Integrating Slack and Salesforce has never been easier or more cost-efficient. ![]()
0 Comments
Leave a Reply. |