Salesforce Essentials integration with Slack
How to Send notifications in Slack with new opportunities in Salesforce Essentials
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send notifications in Slack with new opportunities in Salesforce Essentials" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Salesforce Essentials integrations
Salesforce Essentials actions
Nekton can use any feature that is available in Salesforce Essentials API.
Using our advanced AI, you can easily create custom automations for Salesforce Essentials.
Here are some typical actions you can do in your automated workflows.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
Find Record by Query
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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.