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
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