Skip to main content
Skip table of contents

Enabling Salesforce Objects to be Searchable and Updatable from Slack

Often, Slack users will want to either query Salesforce for specific details related to an object, update a Salesforce object from Slack, or post messages directly to a Salesforce object from Slack.  For example, requesting status of an Opportunity, updating its Stage, or posting a message and/or file to an Opportunity that is needed by the Sales team – all from Slack.  To allow Chat:Bridge to be able to search (and optionally update) these objects, they must be selected in this step.



With Chat:Bridge 1.5, you must also configure Search and Summary fields for each object.  This allows for a search dialog panel in Slack where you can specify values related to a field to be searched.  The fields configured will also be returned as part of the search results for each object that matches the search criteria.



JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.