Slack Quick Start Package
Completion Timeline:
Approximately 4 Weeks
Call +1 516 637 2191 or
email [email protected]
for more information.
Project Kickoff and
Business Process Reviews
We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
Workspace Creation
We’ll create a Slack Workspace & install the Slack App. We’ll connect Salesforce, configure user mappings for authentication.
Custom Channels
Configuration
We will create up to five custom channels for team or department use
Customize Bots
We’ll customize bots in Slack to perform specific actions, such as pulling or updating data from Salesforce.
Page Layout Configuration
We’ll configure page layouts in Salesforce to send information between Slack and Salesforce.
Training
We’ll perform a custom, one-hour training session to train on the Salesforce and Slack Integration.
From start-ups to Fortune 500s, we help businesses of
all sizes get the most out of their Salesforce
experience.
