Troops Revenue Communications Platform integrates with Salesforce to deliver critical signals to your sales and marketing teams. Troops monitors your key systems for changes, notifies associated people when specific conditions occur, and presents a list of actions they can take, all through your messaging platform.
Common signals include:
Key Opportunity Stage has changed
Upcoming renewals or close dates
Open tasks due this week
Here’s how to get started:
1. Sign up for Troops
First, sign up for Troops here.
2. Connect to Slack or Microsoft Teams
After you sign up for Troops, connect your Slack or Microsoft Teams. This must be a workspace or team that is not already connected to Troops.
3. Authenticate Salesforce
After connecting Slack or Microsoft Teams, you’ll have the opportunity to connect any integration to Troops:
On the screen below, select Salesforce.
Once you’ve clicked “Connect”, you’ll see a pop-up that will allow you to log in to Salesforce and approve Troops.
4. Set up Signals
Once you’ve successfully connected Salesforce, you can now set up signals!
You can set up Real-Time or Scheduled signals using Troops:
Real-Time: Troops detects revenue-significant changes as they happen and notifies the right people immediately.
Scheduled Signals: Troops sends data matching your conditions (like a report) at scheduled times.
Get started by clicking the “Create New Signal” button:
Next, you’ll choose between configuring a Real-Time or Scheduled Signal:
Then, you’ll be dropped into the Signal Builder, where you will configure the following for any Signal:
Details (Name, Frequency, etc.)
Conditions (Criteria for sending your Signal)
Filters (Limit unwanted Signals)
Recipients (Where the Signal should be sent)
Message (Customize how your Signal will appear in MS Teams)