Build more meaningful and lasting relationships and connect with your customers across sales, customer service, marketing, communities, apps, analytics, and more. Salesforce, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides applications focused on sales, customer service, marketing automation, e commerce, analytics, artificial intelligence, and application development
How it works Type or paste a Salesforce Contact URL in the Workbot DM or in a channel Workbot is in. Workbot will automatically reply with a message showing more information about that particular contact and the number of cases associated with that Contact. Notes Workbot must be invited to Slack channels before it can post messages in those channels
How it works Type or paste a Salesforce Case URL in the Workbot DM or in a channel Workbot is in. Workbot will automatically reply with a message showing more information about that particular Case. Workbot will prompt you with 3 buttons to update, delete or close the case. Notes This recipe works together with 3 other recipes. To use this recipe, copy and run: Update Salesforce Case Priority, Delete Salesforce Case and Close Salesforce Case Workbot must be invited to Slack channels before it c
How it works Type or paste a Salesforce Case URL in the Workbot DM or in a channel Workbot is in. Workbot will automatically reply with a message showing more information about that particular Case. Workbot will prompt you with 3 buttons to update, delete or close the case. This recipe allows you to update the Case Priority after clicking on the update button.
How it works Workbot will monitor the Slack channel and activate every time a Salesforce Lead URL is mentioned. Workbot will search Salesforce for the Lead and post the details. Workbot will prompt you with a button to change the Lead status. Change the Lead status from within Slack with Workbot. Possible Lead statuses are: Open - Not Contacted, Working - Contacted, Closed - Converted, Closed - Not Converted This recipe update the Lead with the new status. Notes
How it works Type or paste a Salesforce Case URL in the Workbot DM or in a channel Workbot is in. Workbot will automatically reply with a message showing more information about that particular Case. Workbot will prompt you with 3 buttons to update, delete or close the case. This recipe allows you to close the Case after clicking on the close button. Notes This recipe works together with the Slack Workbot shows Salesforce Case details when you post a URL in Slack recipe. To use this recipe, copy
How it works Type or paste a Salesforce Product URL in the Workbot DM or in a channel Workbot is in. Workbot will search Salesforce and your Price Book entries to obtain information about the Product. Workbot will automatically reply with a message showing more information about that particular Product. Workbot will prompt you with a button to update the Salesforce Product Activity. Activate or deactivate your Product from within Slack with Workbot. Notes This recipe works together with the Upd