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Salesforce Essentials + Slack

Post messages in Slack channels with new custom objects in Salesforce Essentials

Need to keep your team members in clued in to your Salesforce Essentials updates? Just set up this integration to take care of that for you. It automatically sends a Slack message to a specified channel as soon as a new custom object is created in your Salesforce Essentials account.

Need to keep your team members in clued in to your Salesforce Essentials updates? Just set up this integration to take care of that for you. It automatically sends a Slack message to a specified channel as soon as a new custom object is created in your Salesforce Essentials account.

  1. When this happens...
    Salesforce EssentialsSalesforce Essentials
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectRequired

    Action
    Write
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salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

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