Some of you might have heard…there’s a slack & Salesforce integration.
In fact, we know this since many of you have written in “hey, how is Troops different than this?”
For the most part, the functionalities are completely different and complementary.
Real-time triggers, and actionable alerts
SFDC Reports in Slack
Customizable Search & Edit experience
Post to chatter
Search records in Slack
Today the only overlap is the search experience which lets you proactively pull Salesforce data into Slack using a /command.
The main differences are that Troops lets you completely customize your search and edit that result directly from Slack.
Salesforce search integration:
Troops search integration:
Using Troops, you can define the objects that you want to allow your team to query (including custom objects) and then within each object, the standard fields or custom fields that you want to appear. From there you can edit the fields in Slack and those revisions are immediately pushed to Salesforce.
Other additional benefits of Troops' search include:
No limitation on number of search results
Integration of email history on contact records (using Gmail integration)
Enhanced cross-linked object displays
If centralizing your sales workflow with alerts, reports, and a tailored search & edit experience is interesting to you I encourage you to create a free account today!