---
title: "How to get notifications in Slack for new tasks in Salesforce"
description: "Spend less time jumping back and forth between Slack and Salesforce, and more time getting valuable work done."
image: "https://images.ctfassets.net/lzny33ho1g45/slack-notifications-salesforce-p-img/a7d5bb89e1aaf54129a0cf24c55abd4d/slack-notifications-salesforce-tasks-00-hero-v2.png"
---

# How to get notifications in Slack for new tasks in Salesforce

Spend less time jumping back and forth between Slack and Salesforce, and more time getting valuable work done.

Thousands of companies use Salesforce as their customer relationship management (CRM) system to [complete tasks](https://zapier.com/blog/salesforce-tasks/), and thousands of companies use Slack as their inter-office method of communication. So why not streamline processes between the two platforms?

Instead of manually checking Salesforce every day for new tasks, we'll show you how to create a Zap—our word for the automated workflows you create with Zapier—that will automatically send notifications to Slack whenever a new task is created in Salesforce. You'll spend less time jumping back and forth between the two platforms, and more time getting valuable work done.

## Send notifications in Slack for new tasks in Salesforce

Zapier lets you create automated workflows called Zaps, which send your information from one app to another. You can create your own Zap from scratch without any coding knowledge, but we also offer quick templates to get you started. 

If you'd like to start with a template, click on the Zap template below, and you'll be taken to the Zapier editor. You'll need to create a Zapier account if you don't already have one. Then, follow the directions below to set up your Zap.

## Set up your Salesforce trigger

Once you're in the Zap editor, you'll first need to create the trigger, which is the event that will kick off your Zap. 

Search for and select **Salesforce **as the trigger app. Select **New Record** as the trigger event. Click **Continue**.

Next, connect your Salesforce account to Zapier by clicking on the dropdown menu and selecting **+Connect a new account**. You'll need to give Zapier permission to access your Salesforce account. Click **Continue**. 

Next, it's time to set up the trigger. In the _Salesforce Objects_ field, pick the object you want Zapier to select from Salesforce any time there's a new one. In this example, we'll select T**ask**. Click **Continue**. 

Next, click **Test Trigger** so Zapier will pull the most recently created task in your Salesforce account. Click **Continue**. 

## Set up your Slack action ** **

In this next step, you'll set up the action—the event your Zap will perform once it's triggered. Search for and select **Slack** as your action app, select **Send Channel Message** as the action event, and click **Continue**.

Next, connect your Slack account to Zapier by clicking on the dropdown menu and selecting **+Connect a new account.** You'll need to give Zapier permission to access your Slack account.  (Note: You may have to first log in to Slack if you're not already logged in.) Once you've connected your account, click **Continue. **

Now you need to tell your Zap where to send the Slack message. Choose a Slack channel from the dropdown. This will be where your automated messages are sent. Next, type out the message that you'd like to send.

You can add data from previous steps in your Zap by clicking inside any empty field where you want the data to go (such as inside the _Message Text_ field) and selecting an option—or multiple options—from the _Insert Data _dropdown menu. 

In this instance, we'll use the subject line of the task inside Salesforce so those notified in Slack know what the task is. You can also pull in data like priority, description, status, and who the task is assigned to. 

After you finish your text, you'll have further options to set up your message. For example, if you want the message to be sent from a bot instead of your Slack handle, make sure you select **Yes **under _Send As A Bot?_ You can also give your bot a name and use a Slack emoji as the bot's icon. 

You can also customize other options for your Slack message. You could, for example, attach an image by URL, auto-expand links as images or documents, link usernames and channel names, include a link to the Zap, and even select a file to include with your message. 

When you're done, click **Continue**.

Next, you'll need to test your Zap. Zapier will show you a preview of the Slack channel message before it's sent. 

If you're satisfied with how the preview looks, click **Test & Continue**. Zapier will now send a test message to the Slack channel you selected based on what you configured earlier. 

Once everything is set up correctly, you're ready to begin using your Zap.

## Manage your customer relationships seamlessly

Manually checking Salesforce for your to-do list can be time-consuming and frustrating. But, with the help of this Zap, you and your team can triage and take care of all your Salesforce tasks the moment they're created—from within Slack. You can sit back and focus on your most important work.  

_This article was originally published in November 2019 and was updated in April 2022 by Elena Alston._