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Workflows in Salesforce for Slack

Troops’ workflow rules help sales reps automate specific workflows in Salesforce right from their Slack channels. Administrators can build custom workflows with Troops’ process builder to automate Salesforce actions such as assigning tasks, sending messages to specific email addresses, and creating field updates.

Troops created a Workflow Builder that integrates with Slack, allowing Salesforce users to build specific actions and workflow rule criteria to generate Slack notifications. Troops step by step workflow builder creates a transparent workflow action within Slack. For example, if a new record is entered into Salesforce, configure workflow rules to send the sales rep new tasks they take immediate action. Or, create a new rule to send information to team members to speed up close dates.

Many organizations use our real-time Slack Salesforce reports to get insights into their salesforce workflow action, which are delivered straight into Slack. Your sales reps don't have to be developers to create new workflows that improve your business process. With Troops workflow builder and Slack Salesforce reports, your team will always have the next step ready.

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Workflows in Salesforce for Slack
  • Custom Trigger Filters
  • Custom Salesforce Actions
  • Real-time
  • Cross-Object Attributes
  • Routing to Salesforce Reference Users, Slack Channels, and Direct Messages
Salesforce, Slack


Sales, Sales Ops, C-Suite, CS, Finance

Suggested Actions
Update Status, Convert, Change Fields
Workflows in Salesforce for Slack