Thousands of companies use Salesforce as their customer relationship management (CRM) system to complete tasks, and thousands of companies use Slack as their inter-office method of communication. So why not streamline processes between the two platforms?
Instead of manually checking Salesforce every day for new tasks, we’ll show you how to create a Zap—our word for the automated workflows you create with Zapier—that will automatically send notifications to Slack whenever a new task is created in Salesforce. You’ll spend less time jumping back and forth between the two platforms, and more time getting valuable work done.
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Option 1: Get started quickly with a Zap template
If you’d rather have someone else do the heavy lifting, we have a template to help you get started quickly. Click on the template below, and you’ll be guided through setup. You’ll need to create a Zapier account if you don’t already have one.
Here’s how it works:
Click on the Zap template.
Connect your Salesforce account and confirm the “New Task” trigger.
Connect your Slack account and select the channel you’d like your message to be sent to.
Select the Slack fields you want to edit, set up the message, and tell Zapier how you want it to handle your message.
Test your workflow and turn it on.
Option 2: Create your own Zap
If you’d like more control over information in your Zap or add additional actions such as filters, you can click here to create a new Zap from scratch in the Zap editor.
We’ll walk through these steps in detail for Salesforce and Slack, but most of the steps in this tutorial will still apply to other CRMs and team chat apps.
Set up your Salesforce trigger
Once you’re in the Zap editor, you’ll first need to create the trigger, which is the event that will kick off your Zap.
Search for and select Salesforce as the trigger app. Select New Record as the trigger event. Click Continue.
Next, connect your Salesforce account to Zapier by clicking on the dropdown menu and selecting +Connect a new account. You’ll need to give Zapier permission to access your Salesforce account. Click Continue.
Next, it’s time to set up the trigger. In the Salesforce Objects field, pick the object you want Zapier to select from Salesforce any time there’s a new one. In this example, we’ll select Task. Click Continue.
Next, click Test Trigger so Zapier will pull the most recently created task in your Salesforce account. Click Continue.
Set up your Slack action
In this next step, you’ll set up the action—the event your Zap will perform once it’s triggered. Search for and select Slack as your action app, select Send Channel Message as the action event, and click Continue.
Next, connect your Slack account to Zapier by clicking on the dropdown menu and selecting +Connect a new account. You’ll need to give Zapier permission to access your Slack account. (Note: You may have to first log in to Slack if you’re not already logged in.) Once you’ve connected your account, click Continue.
Customize your Slack message
Now you need to tell your Zap where to send the Slack message. Choose a Slack channel from the dropdown. This will be where your automated messages are sent. Next, type out the message that you’d like to send.
You can add data from previous steps in your Zap by clicking inside any empty field where you want the data to go (such as inside the Message Text field) and selecting an option—or multiple options—from the Insert Data dropdown menu.
In this instance, we’ll use the subject line of the task inside Salesforce so those notified in Slack know what the task is. You can also pull in data like priority, description, status, and who the task is assigned to.
After you finish your text, you’ll have further options to set up your message. For example, if you want the message to be sent from a bot instead of your Slack handle, make sure you select Yes under Send As A Bot? You can also give your bot a name and use a Slack emoji as the bot’s icon.
You can also customize other options for your Slack message. You could, for example, attach an image by URL, auto-expand links as images or documents, link usernames and channel names, include a link to the Zap, and even select a file to include with your message.
When you’re done, click Continue.
Test your Zap and turn it on
Next, you’ll need to test your Zap. Zapier will show you a preview of the Slack channel message before it’s sent.
If you’re satisfied with how the preview looks, click Test & Continue. Zapier will now send a test message to the Slack channel you selected based on what you configured earlier.
If you’re happy with the way the message looks in Slack, it’s time to turn on your Zap!
Your Zap will now automatically send a Slack channel message every time a task is created in Salesforce. You can sit back and focus on your most important work.
This article was originally published in November 2019 and was updated in April 2022 by Elena Alston.