Boost Collaboration with the Salesforce for Slack Integration

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Free Online Course: Boost Collaboration with the Salesforce for Slack Integration provided by Trailhead is a comprehensive online course, which lasts for 2 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Use the Salesforce for Slack integration to help sales and service teams get their job done quickly.

    • Learn how sales and services teams use the Salesforce for Slack integration.
    • Enable Salesforce to send messages and information to Slack for real-time collaboration.
    • Bring Salesforce data to Slack to speed up collaboration and improve productivity.

Syllabus
    • Use Cases for the Salesforce for Slack Integration
      • Use the Salesforce for Slack Integration for Sales
      • Use the Salesforce for Slack Integration for Service
    • Integrate Salesforce with Slack
      • Install Salesforce for Slack and Grant Permissions
      • Create a Custom Alert and Add Slack to the User Interface
      • Automate Slack Messages
      • Test Your Slack Automation
    • Collaborate Using the Salesforce App in Slack
      • Search For and Share Records Using the Salesforce App
      • Set Up Opportunity Alerts in Slack
      • Send Messages and Disconnect Your Account