Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email firstname.lastname@example.org for more information.
We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
We’ll create a Slack Workspace & install the Slack App. We’ll connect Salesforce, configure user mappings for authentication.
We will create up to five custom channels for team or department use
We’ll customize bots in Slack to perform specific actions, such as pulling or updating data from Salesforce.
We’ll configure page layouts in Salesforce to send information between Slack and Salesforce.
We’ll perform a custom, one-hour training session to train on the Salesforce and Slack Integration.
From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.