Slack Integration in ADvendio
- Keti Katsitadze
Slack Integration Overview
Integrating Slack with Salesforce enhances communication and streamlines workflows by delivering real-time notifications and facilitating seamless collaboration. This guide provides a step-by-step walkthrough to setting up and utilizing the Slack integration within your organization.
Target Audience
This guide is intended for all ADvendio users, including campaign managers and sales representatives, who seek to enhance their workflow efficiency through the integration of Slack and Salesforce.
Benefits of Slack Integration
Real-Time Collaboration: Receive immediate updates on business-critical changes, reducing the need for manual checks and improving decision-making.
Streamlined Communication: Collaborate seamlessly on campaigns, deals, and other processes within Slack, reducing response times.
Increased Efficiency: Eliminate manual reporting tasks with automated Slack notifications, ensuring all stakeholders are promptly informed.
Customization and Flexibility: Set up notifications based on any Salesforce object, workflow, or business rule to tailor the integration to your needs.
Connect Slack to Salesforce
Establish a connection between your Slack workspace and Salesforce.
In your Slack App, Authorize with Salesforce
Configure Slack Notifications in Salesforce
Set up notifications to be sent to Slack based on specific Salesforce events.
Access Notification Builder: In Salesforce Setup, enter "Slack Notification" in the App Launcher and select it.
Create New Notification: Click "New Notification" and define the criteria for triggering the notification (e.g., when a media campaign's stage changes to "Booked").
Define Recipients and Message: Select the Slack channels or users to receive the notification and customize the message content.
Activate Notification: Set the notification status to "Active" and save it.
