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How to Bridge the Gap Between Salesforce and the Rest of Your Company

By Jared McGriff

This is a quick post to explain how our sales team uses Sameroom to share Salesforce information with other teams.

This is important for our organization, as there are members of management and business teams who do not use Salesforce as a key component of their daily workflow. There are also members of the product team who do not have access to Salesforce.

However, there are data points within our instance of Salesforce—leads generated, opportunities instantiated, closed and lost—that should be seen by the rest of our organization. Since the rest of the organization lives in Slack and Fleep (we use two chat systems for redundancy), that's where those data point should be directed.

The question is—how?

One method would be to forward the daily Chatter digest to some company-wide email distribution list. This approach introduces key problems for our team:

  1. The Daily Chatter Digest contains a lot of information that is not pertinent to the entire org;

  2. We operate in a enterprise chat-first environment, wherein email is primarily used for external communication. Internal communication flows take place within our enterprise chat instances (Slack and Fleep);

  3. The Daily Digest is not real-time, so even if an forward is set up, important information may arrive nearly a day late.

While the first problem is more common with inter-disciplinary teams, the other problems are relevant from an efficiency standpoint, as email is a rather poor method of disseminating this type information.

With email, there is no way to confirm that the message was actually received (unlike with Fleep, for example, which has excellent read receipts), it is easily lost in the cruft of poor inbox hygiene, and there is no way to capture real-time reactions or feedback on any one piece of information contained within the Chatter Digest.

I found that the best way to share this information is to create a group in Chatter and use Sameroom to pipe updates from this group to a channel in Slack and a room in Fleep. This synchronization is almost like Dropbox for chatrooms.

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To try this yourself, follow these steps:

  1. Create a Group within the Salesforce Chatter app

  2. Use the process builder to specify which information shows up in this Group’s feed

    • Ensure that only key information relevant to intended audiences shows up here, in my case it is Lead and Opportunity creation and disposition data is disseminated to this feed
  3. Create a channel within Slack that is dedicated to this Group

    • Give this channel a name that makes sense to the entire org (i.e. #sales-chatter)
  4. Connect the Salesforce Chatter Group and Slack channel via Sameroom

    • Go to https://sameroom.io/open-a-tube and click on the Salesforce icon and sign in
    • For Side A, select Salesforce, then your group
    • For Side B, select Slack, then your channel
    • Optional: if you're using other chat applications within your org, you can repeat this process for each one

You will now see every Chatter group update in your Slack channel in real time. The integration is bi-directional, so if a Slack user types a question about a particular update into the Slack channel, the question will appear in the Salesforce group feed.

Other posts, recipes, and announcements:

same-o-matic

Need to connect a Freenode channel to a room in HipChat? Or want to give customers a simple way to connect to a channel in your Slack team?

Sameroom does that!
Learn more

 Subscribe via RSS