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20191028 service cloud trailblazers meetup 11
1.
SalesforceとSlackの 新連携アプリを試してみた 株式会社ユー・エス・エル 遠藤加奈子 発表日:2019年10月28日
2.
名前:遠藤 加奈子
所属:株式会社ユー・エス・エル Salesforce暦:6年目 好きなもの:キャンペーン Twitter:@endou_kanako ブログ: KanaLog~かなさんのSalesforce関連ログ~ https://endoukanako.hatenablog.com/ #sctb 自己紹介 2
3.
ビジネスコラボレーションハブ SalesforceのChatterのようなもの #sctb 「Slack」とは? 3
4.
以前から連携アプリは存在 2019年10月17日にSlackがSalesforceの「Sales Cloud」との連携強化と、「Service
Cloud」 との新たな連携を発表 ⇒新しい連携アプリがリリースされた #sctb 「新連携アプリ」とは? 4 参考:https://japan.zdnet.com/article/35144139/
5.
【以下、「ZDNet Japan」の記事より転載】 Slackのアプリ内から、アカウントやケース、 オポチュニティといった、詳細なSalesforceレ コードを検索、プレビューできる。
Slackのアプリ内で、Salesforceからの自動化さ れた通知を受け取れる。 Salesforceから直接Slackにレコードを送信でき るような情報共有が可能になった。さらに Slackの会話をSalesforceのレコードに追加でき るようになった。 #sctb 新連携アプリの特徴 5 抜粋元の記事のURL:https://japan.zdnet.com/article/35144139/
6.
気になるので試してみた! #sctb 6
7.
Slackのヘルプに記事あり #sctb インストール・設定について 7 参考:https://slack.com/intl/ja-jp/help/articles/227838227-salesforce-for-slack
8.
SalesforceとSlackの両方で設定する Slackのヘルプに記事を見れば出来る Salesforce側の設定の手順書は英語 Googleのドキュメント翻訳が役立つ #sctb インストール・設定について 8
9.
DEMO #sctb 9
10.
設定が簡単 コーディングは一切不要 #sctb 所感(良い点) 10
11.
接続組織・スペースが分かりにくい 検索・共有できるオブジェクトが限られて いる Account
(取引先)、Case (ケース)、Contact (取引先責任者)、Lead (リード)、 Opportunity (商談)、または Task (タスク) 検索できるレコードの範囲が不明 検索対象の項目が不明 日本語で検索できない #sctb 所感(気になる点) 11
12.
・簡単な設定で双方向のやり取りが可 能 ・日本語での検索はアップデートに期 待 #sctb まとめ 12
13.
ZDNet Japan https://japan.zdnet.com/article/35144139/
Slackのヘルプ https://slack.com/intl/ja- jp/help/articles/227838227-salesforce-for-slack #sctb 資料 13
14.
ご静聴ありがとうございま した #sctb 14
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