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Kasen Wysong Salesforce/Slack integration
Hi, I am trying to set up an integration between slack and salesforce with customized slash commands (like top opps, new leads, etc). Does anybody know of a guide or tutorial vid for setting something like this up (or if it is even possible)?
It is possible and it's pretty easy to do. all you need is an Apex class to make the callout to Slack, and Process Builder to trigger based on whatever criteria you want.
Here's the original guide: https://developer.salesforce.com/blogs/developer-relations/2016/05/slack-salesforce-integration.html
https://rajvakati.com/2017/10/28/salesforce-slack-integration/
http://coenraets.org/blog/2016/01/slack-salesforce-integration/
https://medium.com/@ccoenraets/slack-and-salesforce-integration-part-1-fc4510621038
https://medium.com/slack-developer-blog/connecting-slack-and-salesforce-d1578698683d
This is why we made Centro (https://centrosandbox.slack.com/apps/ASTC9G23C-centro). Centro is a slack app that connects to your Salesforce and enables you to work leads from within Slack. Select a lead from your list of open leads and send templetized emails and SMS from a slack channel, get notified of reads, clicks, and replies. Once you qualify a lead you can update the lead status all without leaving slack!
This is just the beginning - we are planning to expand Centro integration with Salesforce and tackle additional use-cases. You can use Centro for free for 5 active channels per month. Please check it out on our website (https://www.centro.rocks/#sf) - you can also evaluate from a sandbox environment without having to install it in to your own slack!