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What Can Salesforce Admins Do with Slack Integrations?
Today on the Salesforce Admins Podcast, we talk to Jim Ray, Director of Developer Relations and Advocacy at Slack.
Join us as we chat about Workflow Builder, Slack integrations, and what happens when you put them together.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Jim Ray.
Slack as a multi-purpose toolJim is here to tell us that Slack is much more than a chat tool. Automations and integrations can open a whole new world of utility for your organization. And while Slack integrations have always been a thing, you used to need some technical knowledge in order to build your own.
All that's changed with the launch of Workflow Builder. This tool allows you to build automations in Slack without ever having to code or host an app. Once you get started with making your own Slack integrations, you'll never know how you got by without them.
Empowering admins with Workflow BuilderYou can do a lot of cool things in Workflow Builder, like create a new channel or automatically post a formatted message at a certain time each week. But Slack integrations are where it really gets interesting.
For example, let's say you have a weekly status report meeting. You can create a scheduled workflow that automatically drops the relevant Salesforce info into a Slack channel so everyone can refer to it for the meeting. Slack integrations go both ways, so you can also use a Slack automation to execute a flow in Salesforce.
With Workflow Builder, you can bring your Salesforce data directly into Slack and vice versa, and the possibilities are endless.
Enhancing Productivity with Slack AIFinally, Jim had a lot to say about Slack AI, which gives you the ability to search Slack with natural language queries and summarize or format the results. When he came back to work after his paternity leave, he needed to prep for a first meeting with a new skip-level manager. So he asked Slack AI, "What does this person think about the Slack platform?" It gave him a summary of everything they ever posted on the subject, complete with footnotes so he could look at specific comments.
Most importantly, Jim points out that the automations you create in Workflow Builder are exactly the kind of structured data that Slack AI loves to work with. This opens up a whole new world of possibilities for how you can share information across your organization without the need to put everyone on Salesforce.
This episode is full of use cases and tips for how to get started with Slack integrations, so be sure to take a listen. And don't forget to subscribe for more from the Salesforce Admins Podcast.
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- Published on 1 year, 2 months ago