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 1.6, 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.
Back Next