Salesforce + Slack

Create Salesforce attachments from new Slack files

Enable smoother collaboration by integrating your Slack and Salesforce applications with this convenient workflow. When a new file is shared in Slack, an attachment is instantly created in Salesforce, streamlining your team's communication process and ensuring essential information is readily accessible in your customer relationship management platform. Benefit from improved project efficiency and never miss an important file again with this seamless integration.

Enable smoother collaboration by integrating your Slack and Salesforce applications with this convenient workflow. When a new file is shared in Slack, an attachment is instantly created in Salesforce, streamlining your team's communication process and ensuring essential information is readily accessible in your customer relationship management platform. Benefit from improved project efficiency and never miss an important file again with this seamless integration.

  1. When this happens...
    SlackSlack
    New File

    Triggers when a new file is uploaded to your workspace.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Attachment

    Creates a new attachment (max 25MB).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
    • ChannelRequired

    • Trigger for Bot Messages?

    Trigger
    Instant
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    • Channel

    • User Name

    • Shared

    Trigger
    Instant
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    • ChannelRequired

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
  • Slack triggers, actions, and search

    New Channel

    Triggers when a new #channel is created.

    Trigger
    Instant
    Try It
    • Include Alias

    Trigger
    Instant
    Try It
    • User Name

    • Highlight Word

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
    • Channel

    • Reaction

    • User

    Trigger
    Instant
    Try It
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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