Slack Quick Start Package

$2,999 Completion Timeline:
Approximately 2 Weeks

Call (800) 951-7651 or email [email protected] for more information.

Project Kickoff and Business Process Reviews

  • We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Workspace Creation

  • We’ll create a Slack Workspace & install the Slack App. We’ll connect Salesforce, configure user mappings for authentication.

Custom Channels Configuration

  • We will create up to five custom channels for team or department use

Customize Bots

  • We’ll customize bots in Slack to perform specific actions, such as pulling or updating data from Salesforce.

Page Layout Configuration

  • We’ll configure page layouts in Salesforce to send information between Slack and Salesforce.


  • We’ll perform a custom, one-hour training session to train on the Salesforce and Slack Integration.