How to integrate Slack with Salesforce to log activity history in Salesforce when a message is posted in Slack
How to Integrate Applications
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2024/12/26
How to integrate Slack with Salesforce to log activity history in Salesforce when a message is posted in Slack
k.ueno
For those who utilize Slack and Salesforce in their daily operations. If you could record your activity history using a familiar chat tool, wouldn't it be easier to track your past experiences and work more efficiently? This article introduces how to set up an automated flow to register activity history in Salesforce after posting a message on Slack. If activity records are automatically registered, you can reduce the burden of manual entry and save the time previously spent on input, allowing you to allocate those resources to other important tasks. By incorporating this into your work, you can achieve automatic recording of sales activities and reduce human errors, so please take a look.
Recommended for
Those who utilize Slack and Salesforce
Administrators of teams using Salesforce for customer management
Business owners who want to streamline customer interactions and sales activities
Team leaders who want to enhance information sharing between departments and improve the speed of customer response
Those who want to reduce manual input tasks and allocate more time to other tasks
Benefits and Examples of Integrating Slack and Salesforce
1. Reducing Workload
By automating activity registration tasks, you can reduce the hassle of manual entry. For example, sales representatives previously had to manually enter information into Salesforce every time they exchanged conversations or contract details with customers on Slack, which was time-consuming. With the introduction of an automated flow, specific messages posted on Slack are automatically registered as activity history in Salesforce. Representatives can shorten the time spent on data entry and focus more on customer interactions and negotiations.
2. Enhancing Information Sharing
By automatically registering Slack messages in Salesforce, information sharing between different teams can be conducted smoothly. For instance, when the customer support team receives inquiries from clients on Slack, that information is automatically registered in Salesforce. The sales team can grasp the latest situation reflected in Salesforce and approach at the optimal timing. Enhancing information sharing across departments can prevent missed responses and duplicate handling, leading to improved service quality across the company.
3. Eliminating Cross-Application Tasks
With automation, there is no need for personnel to navigate across multiple applications. For example, team leaders previously had to check team members' messages on Slack and record the overall team activity status in Salesforce, spending a lot of time on final situation checks. If you can register activity records in Salesforce by simply posting specific messages on a familiar chat tool, the speed of situation understanding will improve, and leaders may be able to make quicker decisions.
Now, let's create a flow bot using the template "Register activity history in Salesforce when a message is posted on Slack."
[About Yoom]
How to Register Activity History in Salesforce When a Message is Posted on Slack
This can be achieved by receiving messages containing specific content posted on Slack using Slack's API and registering the post content as activity history in Salesforce using Salesforce's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
The work to complete the flow proceeds as follows.
Integration of Slack and Salesforce My Apps
Copying the template
Setting Slack triggers and extracting text with AI, followed by setting each operation in Salesforce
Turning on the trigger
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・Integrate Slack and Salesforce with My Apps
(1) First, connect Slack to My Apps. After logging into your Yoom account, click "My Apps" on the left panel and search for Slack from "New Connection".
(2) Search for and click on the Slack app icon.
(3) Ensure that the workspace you want to integrate is displayed on the screen. You can change the workspace from the dropdown in the top right corner.
(4) Review the access information displayed and specify the channel to post to at the bottom of the screen. Select the channel from the dropdown and click [Allow].
The first Slack app integration is now complete. For more information on registering Slack with My Apps, please check this page. Details on how to check the Slack channel ID can be found on this page.
(5) Next, let's connect Salesforce. Search for and click on the Salesforce app icon in the same way as before.
(6) You will be redirected to the Salesforce login screen, where you should enter your "Username" and "Password" and click [Login]. For more information on registering Salesforce with My Apps, please check this page.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set with Flowbot will result in errors, so please be cautious. ・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 otherwise restricted.
Once the settings are correctly configured, you will be redirected to the My Apps screen of your Yoom account with the two apps added. Both apps are now connected to your Yoom account.
・Copying Templates
After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" below.
The template will be copied, so please click the "OK" button.
You will be taken to the "My Projects" screen of your Yoom account, so please check the template contents.
There are four setup flows.
This flow involves posting a specific pre-designated message to Slack, extracting specified content from the post message using AI, and registering the activity history in the corresponding account object on Salesforce. Therefore, it is necessary to inform members in advance to include specific content in the Slack post message, so please keep this in mind.
・Slack Trigger Settings
(1) First, set up the Slack app trigger.
From the My Projects on the left side of your Yoom account screen, click "Register activity history in Salesforce when a message is posted on Slack [Copy]".
After clicking, the template content will be displayed as shown in the screen below.
(2) First, click on the trigger "When a new message is posted to a channel".
(3) Enter the account information for the Slack you want to integrate with and click [Next].
(4) On the next screen, set the "Trigger Interval". Select any of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the "Trigger Interval". *Note that the trigger interval varies depending on the plan.
(5) The "Channel ID" will be expanded as 'candidates' based on the integrated account, so select the relevant channel from them.
(6) After entering the information, click [Test], and if there are no issues, click [Save]. You can obtain the following output in this step. (The content is an example.)
・Extract Data from AI
(1) The second action is already set. Click "Extract data from text" and check the settings.
(2) Check the content and click [Next].
(3) The 'Message Content' is already set as the "Target Text". As shown in the screen below, you can click the input box to quote the "Output", allowing you to set it as needed depending on the situation.
(4) After checking or optionally changing the settings, including the content of the "Items to Extract", click [Save]. In this flow, the [Company Name] is a required item when obtaining the Salesforce Account ID, so it is necessary to inform relevant members in advance to include the [Company Name] in the Slack notification content.
For the setting method of "Data Extraction (2 Tasks)" using AI, please also check this page. ・AI operations are only available in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI features (operations).
・Salesforce Settings
(1) Next, click on the third action "Search for Account Object Records".
(2) Enter the Salesforce account you want to integrate with and click [Next].
(3) On the next screen, enter information in fields such as "Search Field Name" and "Value". Click the input bar to quote the output obtained from the previous step.
(4) In this flow, when registering activity history in Salesforce, Salesforce Account ID information is required, so enter [Account ID] in the "Field Items to Retrieve" and set it up.
(5) After entering the information, click [Test], and if there are no issues, click [Save].
(6) Finally, click on the fourth action "Register Activity History in Account Object".
(7) Make sure the Salesforce account is entered and click [Next].
(8) On the next screen, enter items such as "My Domain URL" and "Account ID" according to the annotations.
(9) In the "Subject" item, click the input bar to also use the output.
(10) In the item to set date and time information such as "Date", click the input bar to quote and set information from [Date] as shown in the screen below. If you want to set 'Today', click the arrow from [Date] → 'Today' → select any from the expanded information.
(11) Select the content that matches the operation from the pull-down for "Priority".
(12) After entering the information, click [Test], and if there are no issues, click [Save]. This completes the setup.
・Turn on the Trigger
By clicking the red frame part "Turn on the Trigger" on the screen below, the flow bot will start automatically.
The template used this time is here
Other Examples of Automation Using Salesforce
There are other examples of automation using Salesforce on Yoom, so here are a few introductions.
Register Activity History in Salesforce When a Message is Posted on Google Chat
Recommended for those who use Google Chat for daily business communication. By implementing this automation flow, you can centrally manage the content of posted messages, making it easy to record the progress of sales activities quickly and accurately.
Register activity history in Salesforce when a message is posted on Microsoft Teams
The registration of activity history is automated, eliminating the need for manual data entry. This saves the effort of manually registering activity history after information sharing, leading to reduced work time and improved productivity.
Register Activity History in Salesforce When a Message is Posted on Chatwork
This flow is recommended for those who use Chatwork for business communication. After sharing information via the chat tool, there is no need for additional work in Salesforce, which reduces working time and contributes to increased productivity.
Summary
By automating daily tasks through the app integration of Slack and Salesforce introduced this time, you can automatically register activity history in Salesforce just by posting a message on Slack. This reduces the burden of manual input for the person in charge, and it is expected to prevent human errors such as transcription mistakes and incorrect entries. Additionally, by strengthening information sharing among teams, it can lead to improved operational efficiency.
Since it can be easily set up with no code, please utilize Yoom to experience automation through app integration.
The person who wrote this article
k.ueno
Until now, as customer support, we have made efforts to resolve users' questions and concerns.
I was moved to learn that by using Yoom, tasks that are becoming increasingly complicated on a daily basis will progress quickly!
From now on, we will continue to distribute content with easy-to-understand content so that people who aim to improve work efficiency can use the service smoothly.
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