Salesforce Automations (Legacy)

Description Features Permissions Security & Compliance

Cut through the red tape and keep your Salesforce processes moving fast. Use the app on your desktop or mobile device to manage automations, workflows and approvals to keep track of what needs your attention while on-the-go. Previously the @Salesforce for Slack app.* View and manage Salesforce automations and flows
* View and manage Salesforce approvals
* Create custom notifications to stay up to date on Salesforce approval processes

More ways to use Salesforce in Slack

Automate with Workflow Builder

Workflow Builder* lets you transform everyday processes into automations, without writing a single line of code. Add third-party tools like Salesforce to workflows to manage work and processes from Slack, and use templates to get started quickly. Learn more about automations

Templates available for Salesforce:

New Salesforce record

Fill out a form in Slack to create a new Salesforce record

*Workflow Builder is only available on paid subscriptions

Permissions