Salesforce Actions from Slack

Chat:Bridge allows Slack users to display and choose a set of Actions available for Salesforce Objects from Slack. These Actions will depend on the configurations done for each Salesforce Object in the Chat:Bridge Salesforce Configuration page.

From Slack, the /sf command opens a new Modal showing the available Salesforce Objects

1 - sf command.png
2 - modal.png


3 - objects.png

After choosing a Salesforce Object, a new drop down will be displayed with the available Salesforce Actions for the Object.

4 - case.png

In the example below, available (configured) Actions are:

  • Create a new Record

  • Search for Records

  • Get Searchable fields: Useful when trying to perform searches from Slack with a command (more details here)

5 - case actions.png