Salesforce, the leading CRM platform, as promised brings in more productivity to its platform. Currently, in Salesforce there is a unified view, a single dashboard giving you a snapshot of your entire operations. It's showing you valuable data from all touch points in one window for your teams to amplify their productivity.
Its integration with Slack, the productivity-first tool, is now more productive than ever. Now you can customize your workflows even triggered by actions happening in third-party integrations. It will get embedded with its quick plug-and-play, directly into your Slack channel!
Let's get into details
Slack is all about a collaboration-first approach providing its users with a simple, delightful, and efficient set of tools to make everyone more productive. Aligning with their core ideology, slack worked to include custom workflows.
Through this all-new workflow builder, teams will be able to turn inefficient processes into automated workflows. Automation already saves time by 35% from automation across Slack. How does it help? It takes over the process in one tool and collaboration in another, and with one tool you can do both.
You have various ways to integrate tools and templates to help you quickly get started. With a few clicks, you can share, and use workflows across Slack. With workflow connectors, you can easily automate tasks across multiple tools like Google Sheets, DocuSign, Jira, Asana, and more.
What’s better is that it is all no-code meaning it is available to people having no tech skills. Once automation is created you can find it in an automation hub with apps and workflows in one place. Different teams can even copy these workflows and customize them to their process.
Working with it is fairly easy, Just a few steps like:
- Create a new project channel for your team.
- Invite the team to the channel
- Begin the project into Asana, right from within the channel
- Start the click-off call in Zoom from the channel
You see no jumping between tools. One Slack channel has all the tools in a single place, you’re never going to open different tabs now.
But this is all in Slack, how does it link to Salesforce?
Well, in Salesforce you can integrate Slack as your collaboration tool thus you get to use one window for all, now in Salesforce. The equation is
Salesforce + Slack + Custom workflows = Build custom workflows in Slack from Salesforce!
Before this, an action in Salesforce and Slack would trigger the workflow but now with this enhancement, any action happening in any third-party app can automatically start a workflow in Slack. You get more than 50 pre-built templates, having prompts in a fill-in-the-blanks way.
Further, you can even create custom apps using Slack’s developer tools, allowing developers to build powerful solutions that make custom workflows much easier. Developers get more programming languages to code options like JavaScript, TypeScript, Python, and Java to create these.
What does this Mean for Businesses?
So here it is, a workflow builder in Salesforce. A no-code automation tool, to automate routine work. You boost your team's productivity by bringing all the required tools in one place. Businesses will have benefits like:
- No-code customization
- User-friendly automation
- No prior tech experience required
- Non-technical staff can easily create flows specific to their projects
- Connect as many third-party applications as required
Automation in Salesforce
Other than this Slack automation, Salesforce offers automation in all of its clouds,
Sales Automation
- Automatically assign scores to leads to help the sales team prioritize their efforts.
- Manage opportunities by automating tasks for sales reps and sending reminders.
- Based on product configurations and pricing rules automatically create quotes.
- Use historical data and predictive analytics to forecast future sales performance.
Marketing Automation
- Send personalized targeted emails.
- Nurture leads through a series of automated emails and campaigns.
- Schedule social media posts and generate engagement reports.
Services Automation
- Easier case management by automating case routing, and escalation process.
- Automatically add records in the centralized knowledge base for self-service support.
- Automatically respond in live chats with replies or available knowledge.
- Optimize field service by automating scheduling, dispatching, and route planning.
Salesforce Services Provider
Salesforce automation has been of benefit to businesses by automating repetitive tasks, and freeing up time for more strategic activities. Teams work more efficiently and achieve better results.
This enhances the customer experience and provides insights for data-driven decision-making. You can add automated custom workflows to your salesforce with the help of Salesforce service providers.
RT Dynamic provides various Salesforce services such as,
- Implementation and customization
- App Development
- Integration services
- Training and support
- Consulting services
Contact us to discuss your salesforce for improved productivity.
Conclusion
Slack custom workflow automation is a significant leap forward in streamlining business workflows. Teams will be able to automate repetitive and administrative tasks from within Slack.
The addition of no-code customization tools will facilitate even non-technical users to automate routine tasks, boosting team productivity and streamlining processes. Moreover, the ability to connect numerous third-party applications within Slack workflows creates a truly centralized hub for collaboration and process automation.
This innovation complements Salesforce’s existing automation capabilities across various clouds, including sales, marketing, and service automation. For maximum impact consider seeking assistance from Salesforce service providers who can offer expert guidance on all things related to Salesforce.
These professionals can help you tailor Salesforce automation to your specific needs to utilize its full potential for business growth.
Contact RT Dynamic for your Salesforce services today!
