Chat:Bridge Features



Post Messages

  • Post messages from Chatter to Slack channels (public and private)

  • Post messages from Slack to Salesforce users and Chatter-enabled objects (Account, Opportunity, Case, etc.)

  • Conversations are threaded in both Slack and Salesforce Chatter

  • @ mention Slack and Salesforce users in messages

Post Files

  • Send files from Salesforce to Slack channels

  • Send files from Slack to Salesforce users and Chatter-enabled objects

Salesforce Data

  • Embed Salesforce data in messages to Slack channels

  • Send Salesforce data formatted via page layout templates to Slack channels

  • Retrieve Salesforce data from Slack into channels

Salesforce Reports

  • Retrieve Salesforce Reports from Slack channels

Search & Retrieve

  • Search and retrieve Salesforce data from Slack formatted using Salesforce page layouts

Create & Modify

  • Create Salesforce objects from Slack using quick-create forms

  • Update Salesforce objects from Slack

Automation

  • Use Chat:Bridge API to automate posting of messages and notifications from Salesforce to Slack channels

Access

  • Control access to Salesforce from Slack by mapping Slack users to Salesforce Profiles