Salesforce Slack Archives - gettectonic.com - Page 4
Salesforce Integration
04Apr

Salesforce Integrations for Sales and Marketing Teams

First Understand Salesforce Integrations Salesforce integrations involve establishing seamless connections between Salesforce and diverse third-party applications. These applications range from marketing automation tools and customer service software to accounting programs. The purpose is to facilitate a smooth exchange of data, ultimately enhancing Salesforce’s overall functionality. Salesforce integrations for sales and marketing teams brings all the applications needed for the relationship with prospects into one place. Salesforce’s Integration Ecosystem While Salesforce boasts a robust integration ecosystem, featuring over 3,000 integrations available on its AppExchange marketplace. Users can leverage various integration approaches: Salesforce Integrations for Sales and Marketing While there’s no complete universal list of essential Salesforce integrations for sales and marketing, several widely-used integrations cater to diverse needs: No-code Data Automation Integrations: Analytics and Reporting Integrations: Email Marketing Automation Integration: Data Storage Integration: Communications Apps Integrations: Project Management Tools Integration: Account Management Integration: CRM Tools Integration: Helpdesk Integrations: Feedback Tools Integration: These integrations facilitate efficient data handling, analytics, communication, project management, and more within sales and marketing teams. Integrations for Sales and Marketing Tools Salesforce seamlessly integrates with various tools relevant to Sales and Marketing teams, including but not limited to: Salesforce Integration with Teams and Workday The Salesforce AppExchange Salesforce’s Role in Sales and Marketing Salesforce Marketing Cloud Salesforce and ERP Integration Digital Marketing and Salesforce Salesforce’s Role in Marketing Automation Content updated November 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
April 4, 2022in Marketing Automation, Mulesoft, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Public Sector Solutions, Salesforce Slack
Salesforce Slack
11Mar

What is Slack?

Chances are a co-worker has at least once offered to “Slack” you something—whether it’s a file, a work order, or a phone number. The first time I heard this phrase, I was concerned about potential physical harm, only to learn that “Slack” refers to a messaging application for businesses and much more.  This insight takes a deep dive into Salesforce’s collaborative tool. Slack is a messaging app for businesses that connects people to the information they need.  Many companies utilize Slack from Salesforce as a centralized hub for various purposes. From project collaboration to casual “water cooler” conversations. This is especially vital for remote teams spread across different locations and time zones. At Tectonic, we’ve integrated Slack channels for accounts and Salesforce tools. For projects, events, webinars, and training, fostering seamless communication. Slack is becoming increasingly popular for its compatibility with Salesforce and numerous applications, across diverse workplaces. As opposed to text messaging or emails, Slack is an efficient messaging app making it easier to communicate and organize conversations. To understand Slack, it’s helpful to distinguish between its two primary communication forms. Channels and direct messages (DMs). Slack channels are tailored by users to bring the right people together. By facilitating the sharing of information, files, thoughts, and project details. In contrast, direct messages are private, one-off conversations ideal for topics outside specific channels. Conversations within the channels are transparent and accessible to everyone, except for private channels, marked with a lock symbol. Direct messages, on the other hand, are suited for smaller, individual conversations. Starting a new conversation in the platform is as simple as clicking the compose button and drafting a message. It can be for a specific channel or individual. Mentioning a team member using @team-members-name ensures that they see your message and are notified when it is posted. Emojis Slack’s wide variety of emoji reactions add a fun element, with commonly used emojis like eyes or check marks indicating engagement or task completion. Custom emojis can be created for personalized use or to trigger automated workflows within your Salesforce project.  The eyes emoji, for example, typically means the message reader is taking at a look at whatever was referenced in the post.   Slack customization is a key aspect of its effectiveness. Updating your profile, integrating with your calendar for availability status, and setting relevant notifications. Utilizing shortcuts, apps, and integrations can enhance collaboration efficiency. Tectonic conducts a comprehensive discovery of your organization’s processes to recommend tailored ways this tool can boost your overall efficiency. Sharing files is easy, with seamless integration with popular file storage tools like Dropbox and Google Drive. Slack’s scheduling feature allows you to compose messages and schedule delivery at more appropriate times, making it a valuable organizational time management tool. Users can set their in and out of office times. Thus silencing notifications outside working hours. Slack also has a mobile app so users can stay connected from anywhere. Chat-based Collaboration Comparisons This chat-based collaboration tool that emphasizes communication. Whereas Microsoft Teams is a comprehensive collaboration suite that offers chat, video conference, and integrated document management.  Teams is a part of the Microsoft ecosystem, while Slack is a standalone tool from Salesforce with robust third party integrations. The primary difference between Google Chat and Slack includes search and customization options and the amount of storage offered. Slack offers more customization options, Google Chat offers unlimited storage in Business and Enterprise plans. Slack differs from Skype in that it takes communication to the level of collaboration by bringing together teams, tools, and workflows in a single platform. The sweet spot for Slack seems to be in companies with 20-50 employees. Many businesses are moving away from email and into channels, Away from legacy suites and onto customizable platforms that can connect more easily.  In 2019 the platform broke the 12 million user daily activity level and continues to grow by about 37% every year. Cross-channel Integrations Slack offers thousands of cross-channel integrations with other apps, not just email and Salesforce. This collaborative tool was developed by Slack Technologies, owned by Salesforce. It offers freemium and paid subscription services, and offers text messaging, file and media sharing, voice and video calls, and group chat for team collaboration. Slack has the capacity to support an unlimited number of users per organization, channels per workspace, and over 100,000 users on a channel. All content in the channels is searchable. Thereby making it an easy repository for conversations which ultimately contain a lot of information users want to reference back to.  Slack also offers bookmarking of content, pinning of content and other assorted features for information organization. Default Slack settings encrypt data at rest and data in transit. Data is further protected with tools like Slack Enterprise Key Management, audit logs, and integrations with top data loss prevention providers. Slack received its official name in 2012 from Stewart Butterfield. He replaced the product codename of linefeed with the communication tool which he said was derived from Searchable Log of All Conversation and Knowledge. If you’re curious about how Slack can enhance your Salesforce experience, reach out to Tectonic for a free quote or demo today. Like Related Posts Salesforce Integrations How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity Read more Salesforce Acquires Slack The buzz surrounding the Salesforce Acquires Slack announcement has been ongoing, culminating in the official approval on December 1, 2020, Read more Salesforce and Project Management First of all, we need to begin this section by clarifying that Salesforce is not primarily intended as a project Read more Salesforce Updates Sustainability Cloud with Slack Salesforce has unveiled its updated Sustainability Cloud, integrating the newly acquired Slack, alongside the achievement of net zero emissions across Read more

Read More
March 11, 2022in Salesforce Slack
Salesforce Slack
19Oct

Salesforce Slack Explained

In December 2020, Salesforce made its largest acquisition to date by purchasing Slack for $27.7 billion. Slack is a business messaging app that facilitates direct communication among colleagues and enables collaboration through dedicated channels designed for specific purposes, such as project management or regional office discussions. Salesforce acquired Slack with the aim of transforming business communication, particularly in the evolving landscape of remote work. Explore the initial integrations introduced by Salesforce to seamlessly unite the functionalities of these two platforms. Slack is where work happens, offering one platform for your team to share, collaborate, and move business forward. Tableau integrates with Slack, helping everyone across your organization make smarter, faster decisions. Whether it’s notifications for data-driven alerts, intuitive search commands so you can find analytics content, or seamless sharing across your entire organization, Tableau and Slack put data at the center of every conversation. CRM Analytics offers a native analytics solution for Salesforce users. Quickly find, share, and collaborate on analytics from CRM Analytics directly from Slack. You get easy access to recent and favorite assets, as well as the ability to search for analytics and share with everyone on your team, including external stakeholders with Slack Connect. Not only that, but you can proactively stay updated on all of your insights with Slack notifications for data-driven alerts, regular digests of watchlist metrics, and more. If you need to dig deeper, you can quickly jump into CRM Analytics. What is Slack used for? Slack is a messaging app for business that connects people to the information they need. By bringing people together to work as one unified team, Slack transforms the way organizations communicate. Why is Slack so popular? Slack is a cloud-based communication tool that provides transparency, flexibility, collaboration, security, integration, and automation. These features combined make Slack the ultimate communication tool for businesses and teams. Slack gets expensive, especially compared to similar collaborative software. There is a free plan, but it’s a bit limiting for businesses that need to access historical messages and documents beyond 90 days. Why is Slack better than Google Chat? Slack: Provides advanced security features, including enterprise-grade data protection. Google Chat: Offers a functional mobile app, consistent with its desktop version. Slack: The mobile app is highly rated, offering a near-complete experience compared to the desktop version. Why do employers like the use of “Slack?” It has expansive information storage capacity. It is useful for lengthy discussions. It is not distracting to employees. It allows them to monitor, log, and archive all communication. Like Related Posts Salesforce Integrations How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity Read more Salesforce Acquires Slack The buzz surrounding the Salesforce Acquires Slack announcement has been ongoing, culminating in the official approval on December 1, 2020, Read more Salesforce and Project Management First of all, we need to begin this section by clarifying that Salesforce is not primarily intended as a project Read more Salesforce Updates Sustainability Cloud with Slack Salesforce has unveiled its updated Sustainability Cloud, integrating the newly acquired Slack, alongside the achievement of net zero emissions across Read more

Read More
October 19, 2021in Salesforce Slack
Salesforce Updates Sustainability Cloud with Slack
23Sep

Salesforce Updates Sustainability Cloud with Slack

Salesforce has unveiled its updated Sustainability Cloud, integrating the newly acquired Slack, alongside the achievement of net zero emissions across its entire value chain and the transition to 100% renewable energy for its operations. Salesforce Updates Sustainability Cloud with Slack. The company’s climate action plan sets out priorities for advancing towards a 1.5°C future, highlighted by the launch of Sustainability Cloud 2.0. This updated platform empowers organizations to monitor and mitigate carbon emissions effectively. Sustainability Cloud is now known as Netzero Cloud. Marc Benioff, CEO and Chair of Salesforce, emphasized the urgent need to address climate change, underscoring Salesforce’s pride in achieving net zero emissions and renewable energy utilization. However, Benioff stressed the importance of continued efforts to engage all businesses in sustainable practices. These initiatives build upon Salesforce’s ongoing sustainability commitments, including the integration of climate obligations into supplier contracts and the introduction of tools to streamline supply chain emissions tracking. Salesforce also advocates for science-based climate policies and calls for mandatory climate reporting by companies. What is the Net Zero policy? Net Zero policy is that you reduce greenhouse gas emissions as much as possible. Then, any remaining emissions will be re-absorbed by things like the ocean or forests. What is Sustainability Cloud? Initially launched in 2019, Sustainability Cloud offers businesses a comprehensive view of their environmental impact, facilitating data-driven strategies to minimize carbon footprints. With the release of Sustainability Cloud 2.0, Salesforce integrates Slack, enhancing collaboration with suppliers post its acquisition. The updated platform includes features such as a carbon-offset ecosystem and tailored climate action plans. Salesforce credits its own net zero milestone to Sustainability Cloud, which identified impactful opportunities to reduce emissions effectively. Suzanne DiBianca, Chief Impact Officer and EVP of Corporate Relations, emphasized the transformative potential of Sustainability Cloud in empowering customers to combat climate change and reduce carbon emissions. UN Sustainable Development Goals To overcome the challenges and achieve the UN Sustainable Development Goals (SDGs) related to climate change, several key obstacles must be addressed: By addressing these obstacles through collective efforts and innovative approaches, we can accelerate progress towards achieving the UN SDGs related to climate action and sustainable development, securing a more sustainable and resilient future for all. Salesforce Updates Sustainability Cloud with Slack The Net Zero by Salesforce initiative helps customers manage their environmental footprints and track progress toward net zero. Organizations of all sizes can use this platform to achieve their sustainability goals. The Net Zero Cloud by Salesforce is a powerful cloud-based platform designed to assist organizations in managing their environmental impacts and achieving net zero goals. Here’s an overview of its features and potential uses: Key Features: Tools Offered: Pros: Cons: Overall, the Net Zero Cloud offers a comprehensive suite of tools to support organizations in their sustainability journeys, from emissions reduction to waste management. While it has notable benefits, such as advanced data management and supplier engagement, potential users should consider the associated costs and support limitations before implementation. Content updated November 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
September 23, 2021in Salesforce, Salesforce Manufacturing Automotive Energy, Salesforce Net Zero Cloud, Salesforce Slack
Salesforce and Project Management
02Jul

Salesforce and Project Management

First of all, we need to begin this section by clarifying that Salesforce is not primarily intended as a project management system. While the cloud-based CRM platform is great at supporting your sales team, it was not designed as a project management solution. Salesforce and Project Management still go hand in hand. That being said, Salesforce CRM does offer some features, extensions, and workarounds that can help with project management within a sales context. However, since Salesforce was not designed with project managers in mind, that means that it lacks many features that are standard issue in more dedicated project management tools. This means that, if you have extensive, complex project management needs, then even the workarounds might not be enough to make Salesforce meet your requirements. Salesforce is also mostly intended to be used by sales teams, making cross-functional collaboration with other teams like marketing and finance very difficult. How is Salesforce used in project management? Reports and Dashboards Project managers need access to holistic project views to make sure things are staying on track. Salesforce provides a powerful drag-and-drop report and dashboard builder that enables them to easily organize the data they need to see. At this point, you are probably asking yourself why you wouldn’t use a separate project management platform in addition to the Salesforce solution. Why SFDC for Project Management? One of the big advantages of managing projects inside Salesforce is ensuring that all your projects, accounts, opportunities, cases, and so on remain linked and synced in real time. Using a single system also cuts down on errors and reduces duplicate work, leading to greater efficiency and accuracy. With these benefits in mind, we’ll dedicate the rest of this guide to walking you through how you can use Salesforce in a project management capacity despite its limited capabilities. How to use Salesforce for project management While SFDC project management capabilities are limited, they do cover some core functions, including task notifications and internal communications tools. Salesforce also offers a marketplace for additional software apps, like Mission Control, that can boost its project management capabilities considerably. Task notifications Fortunately, the Salesforce platform allows project managers to activate task notification so that sales reps get automatic reminders. In Salesforce Classic, this takes the form of email notifications when an incomplete task is assigned to one user by another; notifications are not sent when you assign a task to yourself. If you have Salesforce Lightning Experience—which features an updated UI and more functionality compared to Salesforce Classic—you can set reminders and enable notifications on your to-do list items. This makes Salesforce Lightning Experience function a bit more like a project management tool and keeps your account teams on track. To ensure your project team members receive reminders about upcoming tasks in Salesforce Lightning, have them check to see if Universal Notification Service (UNS) is enabled. UNS should be enabled by default, but if you’re going to rely on Salesforce for more task management duties, it’s not a bad idea to look. Like most CRM solutions, Salesforce supports simple to-do lists. These are helpful for keeping track of what you need to do, but they aren’t necessarily meant to replace the task management features typical of project management software. AppExchange marketplace One of the best—and indeed, one of the only—ways to use Salesforce for project management is to add on tools from third-party developers found in the AppExchange marketplace. Doing a simple search returns over 300 project management app results, some of which you’ll recognize depending on what project management methodology you follow. This is a great way to integrate the project management software solutions you already use, but there’s no need to worry if you don’t use a project management app for your business system. Plenty of developers make apps just for Salesforce, though they usually come at an additional cost. For instance, Milestone PM was created to help users make Salesforce project templates with ease, while Mission Control offers complete project management capabilities within Salesforce That being said, if you only want a way to make Gantt charts in Salesforce, for instance, it will probably be less expensive to pay for a third-party Salesforce integration on AppExchange than to buy a standalone project management solution for every team member who needs access. Providing positive customer relationships and maintaining productive project management practices should go hand in hand. As such, considering the merits of a CRM project management solution is something any enterprise would be wise to do. Finding the right CRM for project management There’s no denying that Salesforce is one of the leading CRMs in the world, and it represents best-in-class sales software in many ways. However, Salesforce can fall short if you are looking for a platform that can be used beyond just sales. Native features like task notifications and the Slack app provide some project management capabilities. Integrating third-party productivity apps like Mission Control can also mitigate some of that lack of other project management features in Salesforce. However, some teams may benefit from looking into a different CRM with more native project management features. Quickbase, Inc.Quickbase helps customers see, connect and control complex projects that reshape our world. Whether it’s raising a skyscraper or coordinating vaccine rollouts, the no-code software platform allows business users to custom fit solutions to the way they work – using information from across the systems they already have. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment

Read More
July 2, 2021in Salesforce, Salesforce Slack
Slack and Salesforce
21Dec

Salesforce Acquires Slack

The buzz surrounding the Salesforce Acquires Slack announcement has been ongoing, culminating in the official approval on December 1, 2020, with Salesforce, a leading CRM entity, acquiring Slack for a substantial $27.7 billion. Salesforce’s CEO, Marc Benioff, hailed the acquisition as a ‘match made in heaven,’ and this sentiment resonates widely. While Salesforce had previously ventured into the collaboration space with Chatter, Community Cloud, and Quip, the results weren’t as impactful as desired. However, the incorporation of applications and data integration through Mulesoft and business intelligence via Tableau bolstered Salesforce’s toolkit. The addition of Slack solidifies Salesforce’s entry into the communication and collaboration domain. This acquisition signals a transformative shift in the digital work landscape, particularly for digital natives. It signifies a strategic move by Salesforce to enhance its focus on customer-facing tools and delve into the employee engagement market. The collaboration with Slack positions Salesforce to address the market dynamics more effectively. The integration of Salesforce’s CRM capabilities with Slack’s platform, which unites people, data, and tools for seamless collaboration, is poised to reshape the market. Slack’s open platform, with integration capabilities spanning 2400 apps, positions Salesforce to tap into a broad user base. The collaboration will contribute revenue and data to fuel Salesforce’s AI projects, amplifying its capabilities. The impact on Microsoft is noteworthy, as Slack becomes a formidable competitor to Microsoft’s Teams. This intensifies the competition in the cloud services arena, particularly amid the accelerated shift towards remote work. For users, the amalgamation of Salesforce and Slack promises to create a new ‘operating system’ for businesses navigating the digital landscape. This unified platform aims to simplify organizational workflows, connecting employees, customers, and partners seamlessly. Key implications for users include the ability to: Salesforce’s plan to integrate Slack with its Customer 360 software and designate Slack as its new interface underscores its commitment to revolutionizing communication, collaboration, and action on customer information. The user benefits extend to facilitating conversations among sales teams, customers, and playing a pivotal role in customer service. The recent introduction of Slack Connect, enabling communication and collaboration with external partners, further expands Slack’s utility. Salesforce’s extensive enterprise app ecosystem combined with Slack’s capabilities sets the stage for a robust open ecosystem of apps and workflows. This collaborative environment empowers developers to innovate and create applications that align with customer preferences. While Salesforce envisions future revenue and growth through the integration of Slack, the operational intricacies of this merger may pose challenges. Salesforce’s past strategies suggest an initial hands-off approach, allowing Slack to operate independently. This acquisition marks the initial steps toward reshaping how we work, collaborate, and automate workflows and business processes in the cloud. Content updated December 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
December 21, 2020in Marketing Automation, Mulesoft, Salesforce, Salesforce Slack
salesforce integrations
14Oct

Salesforce Integrations

How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business. MuleSoft is Salesforce’s integration and automation technology and offers connectivity solutions for all of your apps. Learn more about Salesforce integrations. Streamline your team’s workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. Increase team collaboration and efficiency with the Slack and Salesforce integration. Increase sales while generating accurate financial data by integrating Quickbooks and Salesforce. Make it easier to manage email lists and contact records by connecting directly MailChimp to Salesforce. Target and engage the right buyers and save valuable time with the LinkedIn and Salesforce integration. Connect DocuSign to Salesforce and send, sign and track agreements and approvals on any device. Integrate Jira and Salesforce and make it easier to monitor the progress of your projects. Use the HelloSign integration to simplify the process for preparing and tracking e-signature documents. Build customer apps lightning fast, with the Salesforce and CodeScience integration. Connect ActiveCampaign and Salesforce to accelerate business growth with automated one to one experiences that connect across all channels and through the entire customer lifecycle. Sync documents to keep files updated and organized, with the Dropbox and Salesforce integration. This is just the beginning of the ways that integrating Salesforce with your other systems can increase employee productivity, automate data transfer, reduce human error, and make everyone happier. If you have questions about integrating your systems with Salesforce, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
October 14, 2019in Data, Google, Mulesoft, Salesforce, Salesforce Development Services, Salesforce Slack, Technology, Third Party Apps

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com