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Slack & Salesforce

Feb 24, 2022, 11:00 PM – Feb 25, 2022, 1:00 AM (UTC)

Salesforce Developer Group, Tampa, United States

Join us for a unique opportunity to learn the basics of Slack and how to get it running with your Salesforce org,

About this event

 Intro

Setup of slack with Salesforce

Out of the box features

Flow Actions with Slack - see how to connect with your records, and send data back to Salesforce from on slack channel messages

Using Cases to create a channel

add members to the case channel

Auto archive case channel on case close

Using Opportunities

Past due close date notifications

Update opp in slack

Submit for approval to slack

Approve in slack

Celebrate closed won deals

Forecasting

Forecast in slack

Collaboration with manager

Ideas & best practices

(If time - storyboarding slack apps)

Q&A 

Speaker

  • Meighan Brodkey

    Accenture LLP

    Technical Architect | Delivery Manager

Group Leader

  • Jason Smith

    Accounting Seed

    Director of Engineering

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