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Salesforce + Slack + ESPY

Salesforce + Slack + ESPY

Salesforce + Slack integrations

Generate psychological profiles with ESPY from new Salesforce records and send Slack channel messages

Managing loan risk manually can be time-consuming and prone to errors. This integration automates the process by generating a psychological profile with ESPY based on an applicant's Facebook profile when a new loan application is created in Salesforce, updating the record with the profile, and notifying the loan officer in Slack about the applicant's risk level. This streamlines decision-making, ensuring a more efficient and accurate risk assessment process.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this...
    Psycho Profile Analysis
    Psycho Profile Analysis
    Psycho Profile AnalysisCreate a psychological profile and summary of a person by social network ID.
  3. then do this...
    Update Record
    Update Record
    Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  4. then do this!
    Send Channel Message
    Send Channel Message
    Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
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