Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less.
In this episode, we’re going to see just how easy (and fast!) it is to set up Slack directly from Salesforce in just three simple steps. Slack is one of the most loved productivity platforms out there, and when you set up a new Slack instance and connect it to your Salesforce org, everything just clicks. Conversations become data, collaboration happens in context, and everyone stays in sync.
The best part? The hard stuff, like creating the workspace, handling authorization, and setting up an integration user, all happens in the background.
Watch how easy it is to integrate Slack with your Salesforce org in just three steps.
Give this quick Slack setup a try and make your users’ work more efficient and connected. Slack brings that conversational UX right where the work happens, and Auto Slack makes connecting it to Salesforce a breeze.
To dive deeper into Slack, check out the below resources.
Awesome Admins, join me for my new episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. In this episode, we’re walking […]
Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, learn how Becka Dente leverages a simple […]
Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome Admin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Paolo Sambrano operationalized data collection using […]
