- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.

From the Salesforce opportunity page, a Chrome extension can be used to create a custom form PDF based on an Excel template and send the file to Slack. It is possible to create documents such as quotes and invoices using the product information linked to the opportunity. The created document files can be sent via email or through any chat tool like Slack, Teams, or Chatwork.‍

This is a flow that retrieves Salesforce reports daily and automatically notifies Slack. Since Salesforce reports are automatically notified to Slack every day, the latest sales data can be shared with the entire team.

When new Salesforce opportunity information is registered, this flow sends a notification to Slack. By automatically notifying Slack of the registered opportunity information, you can eliminate any gaps or omissions in information management, thereby improving operational efficiency.

When a message is posted on Slack, this business workflow automatically creates a contact record in Salesforce. This prevents duplicate data entry and improves data management efficiency.

When a contact is registered in Salesforce, this business workflow sends a notification to Slack. It facilitates smooth information sharing across the team and prevents delays in customer response.