![]() ![]() The native integration provides greater efficiency, productivity and accuracy, which not only saves companies money but also helps them make money by closing deals faster,” he said. “This means you can replace the manual work with automated processes that help teams avoid redundancy increase data consistency and efficiency by reducing the amount of manual data sharing. ![]() However, Stokes emphasized that this is a native integration that is simpler and far more seamless. Just recently, San Francisco-based Rattle, which allows enterprises to make any custom object or field from its Salesforce, Jira, or Hubspot instance accessible inside Slack/Microsoft Teams, raised $26 million in series A funding. The launch of Salesforce Platform for Slack comes as multiple players continue to build integrations to bring CRMs onto Slack and other business communication platforms. Flow can also be used to build multistep, guided workflows in Salesforce that can be reused within Slack with a few clicks. In case the team is already working with certain Salesforce apps, developers can use the Apex SDK to extend those apps directly to Slack. The Apex SDK takes care of all of the underlying plumbing, including converting Salesforce Lightning UI into Slack’s native Block Kit, so you can just focus on your business logic,” Stokes said. For this, they can build a simple app that uses a Salesforce Object Query Language (SOQL) query to collect the data of interest and display it in Slack. “A developer might want to build a shortcut in Slack that looks up customer usage data and displays an account team channel. The former enables developers to build the custom apps by infusing Slack with required Salesforce data while the latter handles the job of automation by creating Slack-first workflows (like sending account status or creating channels for service requests) with full support for the data and actions infused. The Salesforce Platform for Slack, available as the latest addition to the Salesforce platform, contains two key tools: Apex and Flow. ![]() ![]() The apps target service, sales and marketing areas, automating and simplifying access to key functions such as notifying sales teams of new leads, sending deal/account status updates and assigning service request cases as they come in. To get developers started, Salesforce is making multiple Slack apps (built using its toolkit) available in beta. ![]()
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