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In the same way, for user object - there is an address field. Once you deselect that , it will allow to download.

Salesforce app is no longer available in Slack. Is there an updated approach?

Thank you!!

This actually helped me, I kept getting errors and it was because of the settings. Vielen Dank!

Hi Very interesting video and very well explained! I have created a custom alert, but I don't see it from Slack. That could be happening?

Thank you for this video, i tried with opportunities Birth date, when i finish the report it only shows opportunities born next week but like 2024 it does not take into consideration the year :( (for example if someone is born 20 March 2024 it shows if he is born 20 March 2000 it does not show)

I'm trying to connect my Email app to Slack, but there's no 'Add to Slack' button. Do you have any idea what might be causing this?

it seems slack managed package (slackv2) is not availabe in appexchange anymore. so what other ways to integrate salesforce with slack?

I don't know why but the "Add to Slack" button for Email app is not available for me :(

Thank you for so detailed video. Do I need an Admin account in Slack to set up integration? or any specific permissions?

Thanks so much! You're material is the best i've seen so far.

Hi sfhappio, what about in create record condition. what changes needs to be done in the flow?. could you please help here.?

Can you please add a video on how to add custom buttons in slack view, like approve, reject in addition to the view record in slack.

Thank you for this informative video, it really helped me understand a lot of things about slack and Salesforce integration. If possible can you please make video explaining the Salesforce CPQ advanced approvals using slack.

From where I can get the spread sheet?

Hi Can u plz make video about Sql server agents jobs vs Batch jobs for record update in Salesforce

im unable to find google sheet to use can anyone post even formula so that i will try that in another google sheet, thank you.

Thanks, super helpful!!!

How can i edit and create record and view any record in slack

Amazing and detailed video helped me with the integration thank you for this video !!

Thanks a lot, this is extremely helpful.

can we make deactivate all this picklist value at one go..?

We use the Rethink CRM built ontop of Salesforce and the Slack integration only allows Admin users to push information from Slack into Salesforce. Advanced Users can push information from Salesforce into a Slack channel, but not vice versa. Any idea what approval the Admin may need adjust to allow non Admin users to have full functionality.

Thank you for the video, do you know how we can do the same but for Dashboards?

I encounter this error "Your Salesforce Organization doesn't have the permissions to access this Slack app. For help, contact your Salesforce admin." anyone have the same issue?

awesome explanation, thank you!

Thanks for sharing slack integration with Salesforce. Can we send message to individual users rather than channel? I tried it for individual user but it didn't work. Please share your thoughts,.

Hi thanks for this valuable video have efforted. I would like to create a case from the message in slack and for the updates about that case I need to see in the same Thread. Is there any way to do that?

Thanks for the video! Great demonstration.

why you are creating fields on page layout? Isn't it possible to create a variable inside a flow instead?

When a record is shown on a Slack channel, can fields be added or removed from the Opportunity or any other standard object layout?

When a record is shown on a Slack channel, can fields be added or removed from the Opportunity or any other standard object layout?

thank you for this video

Can you programmatically generate a Channel from a record? So for each open opportunity (or ideally a custom object) create a channel when it's created or hits a certain stage, and then embed that channel inside of the record in SFDC so people can interact with it in both places?

Awesome. Full of Knowledge.

Great Guide! Thanks a lot for sharing!

Many thanks for sharing this. It is truly helpful. Could you please kindly advise: 1)in Salesforce, how can I check to which Slack workspace it is connected to? 2)In Slack, how can check which SFDC Orgs are connected to a specific Workspace? (Note: The above two questions are related to SFDC =>Slack connection, not Slack to SFDC connection)

Thank you so mcuh:) This is very userful.Can you accept my edit request i want to use you excel sheel?

Really helpful video. Can you please help with few questions: 1. If slack user, doesn't have salesforce account, will he still be able to access records in slack? 2. When we view salesforce record in slack, only few fields are visible there, how can we show more fields in slack? 3. Can we send alerts from slack to salesforce Account Team/Opportunity Team?

Thank you so much for putting this together - incredible overview with just the right level of detail!

Awesome video man!

Very helpfull videos specially in flows thank you so much I have dobut , it is possible traverse Opty-Assets in order to reach Asset Line Items and create records at this level? I mean in the third level of a relationshop create records using loops? Or I can start creating a flow with Asset as my object and go to Asset Line Items and work in this level?

how to add value without del the private value in Bulk Update

Hello sfhappio :) Thanks for the very good explanation. Unfortuntately...with my Notepad++ I could not safe my file as a csv. Only as "text all" - is there another way to store the data so that the data loader accept my file? Any trick...? Thanks for your answer in advance.

This was really helpful, thx. We use individual slack channels with prospects and I can attach a slack channel to a contact / opportunity, and like you said i can send an individual message to salesforce, but I was hoping to find a way to automatically send every message in the channel to the aligned contact in salesforce. Is this possible?

Is it possible to create alerts for other standard objects like Messaging session..?

Hi sfhappio, only However, at 16 minutes 34 seconds, the Get Record element was suddenly created without explanation. I can’t calculate ‘StartingPont’ without ‘getfirstCampaignMember’. So, confusion is - your demo involves 3 objects (Campaign, Campaign Member and Oppty); however, mine involves only two (Category and Items). Which all elements from your demo should I replace mine with? Please advise. Thanks!

How to add trigger point in flow where my entry condition are billing address ischanged= True or ownerid ischanged=True. In flow I have added my entry conditions in decision element... can't add encrypted fields as entry criteria in flow start block. Any help would be appreciated.

Any automated processes that are running in SF or Financial Force need to be monitored and if they do not run at all or have any errors then there should be an alert to Slack to make sure they are fixed as a matter of urgency- can i do this with slack

Hi sfhappio, I'm following your video step by step. However, at 16 minutes 34 seconds, the Get Record element was suddenly created without explanation. I can’t calculate ‘StartingPont’ without ‘getfirstCampaignMember’. Please explain about this, too. Thank you for your sharing.