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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

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

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)

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