How to integrate Salesforce with Slack to notify when an opportunity is registered in Salesforce

Step 1: Connect Salesforce and Slack to My Apps

Register My Apps to connect Salesforce and Slack to Yoom.
By registering My Apps first, you can easily set up automation.

First, register My Apps for Salesforce.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

A list of apps and a search bar will be displayed, so use either to select Salesforce.
When the following screen appears, enter your "Username" and "Password" and click "Login".
※【Salesforce】is an app available only with the Team Plan and Success Plan.
Please note that if you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors.
Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.

This completes the My Apps connection for Salesforce.

Next, register My Apps for Slack.
Similarly, search for Slack from the list of apps or use the search bar.

Enter the "Slack URL" of the workspace you want to sign in to and click "Continue".

By allowing access on the next screen, the My Apps connection for Slack is complete.

Once both My Apps registrations are complete, Salesforce and Slack will be displayed in My Apps.

Step 2: Copy the Template

Next, let's proceed with the setup using the flow bot template.
Log in to Yoom and click "Try it" on the banner below.

The message "Template has been copied!" will be displayed, and clicking "OK" will complete the copy process.

Step 3: Set the Trigger

Next, set the trigger in Salesforce. Click "When a new record is registered in the Opportunity object".

Check the "Account information to integrate with Salesforce".
You can freely change the title, but leave the trigger action as is and click "Next".

Next, configure the API settings.
You can select the "Trigger interval" from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest trigger interval varies depending on the plan.

For "My Domain URL", please check the red line and enter it.

After setting, click "Test".

When you run the test, information will be displayed in the output.
Confirm that the information is displayed and click "Save".

Next, click "Retrieve Account Information".

Check the "Account information to integrate with Salesforce".
You can freely change the title, but leave the trigger action as is.
For "Database Integration", check the red line and set it.
After setting, click "Next".

Set the "Conditions for the records you want to retrieve".
Set the conditions for the records to be retrieved.
You can enter the information obtained earlier from "Output".
You can add conditions from "+ Add Trigger Condition".

After setting, click "Test".

When you run the test, information will be displayed in the output.
Confirm that the information is displayed and click "Save".

Step 4: Set the Action

Next, set the action for Slack. Click "Notify Slack".

Next, check the "Account information to integrate with Slack".
You can freely change the title, but do not change the execution action.

Perform the "API connection settings".
Select the "Channel ID to post to" from the options.

In the "Message", set the content to be notified as desired.
You can enter the information obtained in the previous settings from "Output".
You can also set mentions for the notification recipients.

Once the settings are complete, it will be displayed as follows.

After setting, click "Test" and if "Test Successful" is displayed, click "Save".

Step 5: Verify the Automation between Salesforce and Slack

Finally, click "Turn ON Trigger" to complete the automation setup.
Now, when opportunity information is registered in Salesforce, it will automatically be notified in Slack.

Here is the template used this time.

Other Examples of Automation Using Salesforce and Slack

There are many other examples of automation using Salesforce and Slack at Yoom, so here are a few introductions.

1. A flow to register activity history in Salesforce when a message is posted on Slack

With this integration, you can register activity history in Salesforce when a message is posted on Slack.
This eliminates the need for manual registration work and helps prevent human errors.

2. A flow to notify Slack when the Salesforce opportunity stage reaches a specified phase

With this integration, a notification is sent to Slack when the Salesforce opportunity stage reaches a specified phase.
This eliminates the need for manual notification tasks, leading to improved operational efficiency.

3. Flow to Notify Slack When a New Lead is Registered in Salesforce

With this integration, a notification is sent to Slack whenever a new lead is registered in Salesforce.
This allows for quick sharing of the latest information and is expected to strengthen team collaboration.

Benefits and Examples of Integrating Salesforce with Slack

Benefit 1: Prevent Missing Information with Notification Features

By integrating Salesforce with Slack, you can automatically receive notifications in Slack when deal information is registered in Salesforce.
For example, even if an urgent deal is closed, receiving notifications helps prevent missing it and allows for immediate action.
This eliminates the need for manual checks and prevents missing information, thereby enhancing productivity.

Benefit 2: Reduce Manual Tasks and Streamline Operations

The integration of Salesforce and Slack allows deal information to be notified in Slack, eliminating the need for manual communication.
For instance, automatically notifying the entire sales team of closed deals enables team members to focus on other tasks.
This reduction in manual notification tasks can help prevent human errors.

Benefit 3: Strengthen Internal Collaboration by Sharing the Latest Information

Integrating Salesforce with Slack allows deal information registered in Salesforce to be notified to specified Slack channels.
For example, notifying other departments of closed deals by the sales team enables everyone to quickly confirm the latest information.
This ensures that all members are aware of the latest information, facilitating smooth inter-departmental collaboration.

Summary

This time, we introduced a method to integrate Salesforce with Slack so that when opportunity information is registered in Salesforce, a notification is automatically sent to Slack.
This automation can save the effort of manually transmitting information and prevent communication errors or oversights.
As a result, it is expected to improve work productivity, prevent human errors, and strengthen internal collaboration.
Take this opportunity to utilize the template to integrate Salesforce and Slack and aim for more efficient operations.

Additionally, Yoom's app integration can be set up with no code, allowing anyone to start immediately. Please consider implementing it.