Women in Tech - Slack and Integrations - February 2022
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Many businesses are now using Slack to cut down on the number of meetings and emails. Plus, many companies had to close their offices and move remote (temporarily or indefinitely). Slack is a new way to communicate with your team. It's faster, better organized, and more secure than email. In this presentation, we share how to connect Salesforce and Slack, as well as talk through some use cases of how businesses (small and large) can use Slack for collaboration (on real examples).
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Women in Tech - Slack and Integrations - February 2022
- 1. Bhavana Singh Founder, Architect Three Moons Consulting Certified System and Application Architect Columbia MD WIT User Group Leader Salesforce MVP Golden Hoodie Award Recipient RAD Women Coach singhbhavana8 singhbhavana8
- 3. Featured Guest Bharathi Muniswamy Senior Member Of Technical Staff Salesforce.org https://www.linkedin.com/in/bharathi-muniswamy- 5aa90937/
- 4. What can you do with it Collaborate Reduce emails Integrate many apps you need in your daily work life
- 5. Channel Per project Per team Per client Internal /external
- 6. Slack Connect Allows you to connect to people outside of your company/workspace
- 7. DM Connect with people directly Keep conversation in one place
- 8. Huddles
- 9. Clips
- 12. Integrations
- 13. Google Calendar ● Create an event right from Slack ● Automatically sync your calendar ● See a holistic view of your daily schedule ● Get notified when an event is starting soon ● Join a Hangout, Zoom, Webex, or Microsoft Teams from a reminder ● Respond directly to event invitations.
- 14. Google Drive ● Create new Google Docs, Slides, and Sheets files ● Import an existing file from Google Drive into a channel or direct message ● Search directly within shared Google Drive files
- 15. Google Drive ● Automatically grant access to the files ● Get updates on changes like comments, access requests, and new files shared with you ● Reply directly to comment notifications
- 16. Jira integration ● Create / update jira issue ● Comment on Jira issue ● Attach each jira project to a dedicated channel in Slack
- 17. Jira integration
- 18. Zoom integration Start Zoom Meetings from any Slack channel, private group, or direct message using the /zoom slash command.
- 28. Resources ● Slack Basics ● Project Management with Slack ● Slack Etiquette and Productivity ● Slack Workflow Builder
Editor's Notes
- Messaging app -but so much more Collaboration tool Can become hq - by connecting People on your team Tools Customers and partners For Three moons it is working like my digital HQ as I am able to do most things from here
- Conversations in channels are transparent and accessible to people in your company. If you want to stay up to date with a specific team, you can find and join their channel and scroll up to see past messages. Click the + next to Channels in your left sidebar, and select Browse channels. Browse the list of public channels in your workspace, or use the search bar to search by channel name or description. Select a channel from the list to view it. Click Join Channel.
- I dont want to give my client access to the whole workspace I can create a connection using slack connect Only for paid I can also create cnonections with some individual - for example, I have a friend that works at Salesfofrce, I can use slack connect to talk to her
- Start a conversation with the right people by sending a message in a channel or a DM. Say you have a question about a project. Use the (pencil) compose button to draft and send a message to the dedicated project channel so you can get an answers from the right people. If your question is only for a specific teammate, you can send them a DM.
- Create an event right from Slack • Automatically sync your calendar to your Slack status to let your team know when you are in a meeting. • See a holistic view of your daily schedule from Slack.
- Use Google Drive within Slack to: • Create new Google Docs, Slides, and Sheets files • Import an existing file from Google Drive into a channel or direct message • Search directly within Google Drive files shared within Slack •
- Use Google Drive within Slack to: • Automatically grant access to the files you share with the right audience • Get updates in Slack on changes in Drive, like comments, access requests, and new files shared with you • Reply directly to comment notifications from within Slack and have them posted to the file