Nov 13, 11:00 PM – Nov 14, 1:00 AM (UTC)
Join the Boston and Lowell Salesforce User Groups as we join forces with the Boston Slack Community to bring you a great event at the Burlington, MA Salesforce office. Hear incredible insights from international speaker, Aaron Crear, network with peers and you may even go home with some fun swag of your own!
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***THIS EVENT IS NOW BEING HELD VIRTUALLY***
Join the Boston and Lowell Salesforce User Groups as we join forces with the Boston Slack Community to bring you a great event at the Burlington, MA Salesforce office. Hear incredible insights from international speaker, Aaron Crear, network with peers and you may even go home with some fun swag of your own!
Agenda
Access Salesforce Reports and Dashboards in Slack: In this session you will learn how to pull Salesforce Reports and Dashboards into Slack with a native Salesforce Slack app. This includes searching, setting up subscriptions and viewing snapshots all in Slack. You will also learn how to push Salesforce Reports and Dashboards into Slack using Flow. This allows you to control cadence, trigger points and can even bypass subscription limits.
Maximizing Collaboration: Streamlining Slack Channels with Flow: Unlock the full potential of Slack and Salesforce by seamlessly integrating them through Flow. In this interactive demonstration, discover how to leverage Flow to create, manage, and optimize Slack channels for enhanced project management efficiency. Learn step-by-step procedures to dynamically create channels, add members, distribute messages, archive channels and send Screen Flows—all triggered by Salesforce records. Gain practical insights and real-world examples to streamline communication and collaboration, empowering your teams to achieve greater productivity and success.
There will be time for Q&As after each session. Swag will be given out at the end of the event!
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Hat-Trick Consulting
Founder & Principal