Boost Collaboration with the Salesforce for Slack Integration
Offered By: Salesforce via Trailhead
Course Description
Overview
Use the Salesforce for Slack integration to help sales and service teams get their job done quickly.
- Learn how sales and services teams use the Salesforce for Slack integration.
- Enable Salesforce to send messages and information to Slack for real-time collaboration.
- Bring Salesforce data to Slack to speed up collaboration and improve productivity.
Syllabus
- Use Cases for the Salesforce for Slack Integration
- Use the Salesforce for Slack Integration for Sales
- Use the Salesforce for Slack Integration for Service
- Integrate Salesforce with Slack
- Install Salesforce for Slack and Grant Permissions
- Create a Custom Alert and Add Slack to the User Interface
- Automate Slack Messages
- Test Your Slack Automation
- Collaborate Using the Salesforce App in Slack
- Search For and Share Records Using the Salesforce App
- Set Up Opportunity Alerts in Slack
- Send Messages and Disconnect Your Account
Tags
Related Courses
Intro to Point & Click App DevelopmentSalesforce via Udacity Customer Experience and Success Management with Salesforce
Coventry University via FutureLearn Boosting Productivity through the Tech Stack
Salesforce via Coursera Salesforce Sales Development Representative
Salesforce via Coursera Customer Experience Management with Salesforce Training
Trailhead via FutureLearn