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Which Salesforce Slack App Is Right for Me?
Salesforce for Slack apps bring Salesforce data and collaboration together in powerful new ways. But which apps best meet your use case?
| View Salesforce Records |
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View opportunities leads, contacts, accounts, and custom objects |
Search and post records |
View cases, incidents, problems, change requests, and service appointments |
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| Create Salesforce Records |
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Create opportunities, leads, contacts, accounts, and custom objects |
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Create cases, incidents, problems, change requests, and knowledge drafts |
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| Swarming |
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| Swarming Reports and Dashboards |
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Install the AppExchange package and use the CRM Analytics for Slack app to view Swarming dashboards in Slack |
View and access Swarming reports and dashboards |
| Sales Channels |
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| Search for Salesforce Records |
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Search and post records |
Search for cases, incidents, problems, change requests, and service appointments |
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| Edit Salesforce Records |
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Edit opportunities, leads, contacts, accounts, and custom objects |
Edit opportunities, leads, contacts, accounts, and custom objects |
Edit cases, incidents, problems, and change requests |
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| Pipeline View |
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| Feed Channels |
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| Salesforce Reminders |
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| CRM Analytics, Reports, Dashboards |
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Browse, search, view, and share Analytics items |
| Analytics Subscriptions |
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Subscribe to CRM Analytics dashboards and Lightning reports and dashboards to deliver regular snapshots in Slack |
| CRM Analytics Notifications |
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Import and add recipients to CRM Analytics notifications |
| Post Dashboards in Slack |
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Post dashboards from Lightning to Slack |
| Einstein Discovery Predictions |
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Available via the Salesforce PRM partner portal |
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View and share Einstein Discovery predictions on records in Lightning reports |
| Identify a Slack and Salesforce User |
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| Multi-Org Management Support |
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| Link Unfurling |
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