Salesforce and Slack Share First Glimpse of Integration
Salesforce and Slack Share First Glimpse of Integration
Below are some early examples of how the integrations between the two companies will look for the use cases:
Digital deal rooms will let sales teams collaborate with customers in one place, particularly for complex deals that can take time to complete. All files and conversations can be stored in one place
Automated briefs will give salespeople daily reminders of what they need to focus on
Service
Swarming will create a Slack channel for service teams to collaborate on urgent cases
Expert finder will automatically identify the right experts and bring them into a swarm channel based on their availability and skillset
Marketing
Insights from Salesforce’s marketing cloud will be shared directly in Slack so teams can act quickly – around low engagement concerns, for example Workflow notifications will automatically update Slack channels when other users have made changes to a marketing campaign, so tweaks can be reviewed and approved
Slack will also be integrated with data visualization platform Tableau to make Tableau analytics available from within Slack. This is expanded to be generally available towards the end of 2021.