The Vancouver Salesforce Admin Group is excited to collaborate with the Vancouver Slack Admin Group and their Group Leader, Matthew Swanson, for an in-person, hands-on workshop focused on integrating Slack and Salesforce.

This session is designed for admins who want to connect these two powerful platforms, build meaningful automations, and troubleshoot common integration challenges.

👥 Who Should Attend

• Salesforce Admins

• Slack Admins

• Anyone supporting team collaboration, automation, or workflows across Salesforce and Slack

📅 Event Details

🗓 Tuesday, February 3rd
⏰ 4:00 PM – 6:00 PM
📍 555 Robson St, 3rd Floor, Vancouver, BC V6B 1A6
🏢 Generously hosted by Motorola Solutions

⏱ Duration: 90 minutes
(60-minute presentation + 30-minute Q&A)

🛠 What This Session Covers

Introduction (5 minutes)

• Welcome and co-host introductions

• Overview of Slack + Salesforce integration benefits

• What we’ll cover during the workshop

Part 1: Setting Up the Connection (20 minutes)

• Required prerequisites and permissions in both systems

• OAuth configuration and authentication

• Initial setup in Salesforce Setup and Slack Admin console

• Testing the connection and verifying access

Part 2: Building Automations (30 minutes)

Opportunity Automations

• Notifications when Opportunities reach specific stages

• Creating dedicated Slack channels for high-value deals

• Posting Opportunity updates to relevant Slack channels

Case Automations

• Alerting support teams when Cases are created or escalated

• Updating Case status directly from Slack

• Posting customer updates to case-specific Slack channels

Part 3: Common Troubleshooting (15 minutes)

• Authentication and permission issues

• Record visibility and sharing settings challenges

Q&A and Wrap-Up (20 minutes)

• Open discussion and attendee questions

🎯 What You’ll Learn

• How to securely connect Slack and Salesforce

• Practical automation use cases to improve team workflows

• How to troubleshoot common integration issues

• Best practices for maintaining the integration long-term

📚 Pre-Work (More Details Coming Soon)

Closer to the event, we’ll share recommended pre-work to help you get the most out of the hands-on session.
This may include setting up accounts or reviewing documentation ahead of time.

Planned resources include:

• Slack + Salesforce Integration Setup Guide

• Salesforce Developer Org signup

• Slack Workspace setup guidance

(Links will be shared with registered attendees.)

⚠️ Important Notes

• Space is limited for this workshop.

• If your plans change and you can no longer attend, please un-RSVP as soon as possible to allow others on the waitlist to join.

✅ RSVP Required

In addition to this Event's RSVP, if you are a member of Slack Vancouver Group, please additionally RSVP on Slack Vancouver Group's page: https://slackcommunity.com/vancouver/