Today on the Salesforce Admins Podcast, we talk to Jim Ray, Director of Developer Relations and Advocacy at Slack. Join us as we chat about Workflow Builder, Slack integrations, and what happens when you put them together.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Jim Ray.

Slack as a multi-purpose tool

Jim is here to tell us that Slack is much more than a chat tool. Automations and integrations can open a whole new world of utility for your organization. And while Slack integrations have always been a thing, you used to need some technical knowledge in order to build your own.

All that’s changed with the launch of Workflow Builder. This tool allows you to build automations in Slack without ever having to code or host an app. Once you get started with making your own Slack integrations, you’ll never know how you got by without them.

Empowering admins with Workflow Builder

You can do a lot of cool things in Workflow Builder, like create a new channel or automatically post a formatted message at a certain time each week. But Slack integrations are where it really gets interesting. 

For example, let’s say you have a weekly status report meeting. You can create a scheduled workflow that automatically drops the relevant Salesforce info into a Slack channel so everyone can refer to it for the meeting. Slack integrations go both ways, so you can also use a Slack automation to execute a flow in Salesforce.

With Workflow Builder, you can bring your Salesforce data directly into Slack and vice versa, and the possibilities are endless.

Enhancing productivity with Slack AI

Finally, Jim had a lot to say about Slack AI, which gives you the ability to search Slack with natural language queries and summarize or format the results. When he came back to work after his paternity leave, he needed to prep for a first meeting with a new skip-level manager. So he asked Slack AI, “What does this person think about the Slack platform?” It gave him a summary of everything they ever posted on the subject, complete with footnotes so he could look at specific comments.

Most importantly, Jim points out that the automations you create in Workflow Builder are exactly the kind of structured data that Slack AI loves to work with. This opens up a whole new world of possibilities for how you can share information across your organization without the need to put everyone on Salesforce.

This episode is full of use cases and tips for how to get started with Slack integrations, so be sure to take a listen. And don’t forget to subscribe for more from the Salesforce Admins Podcast.

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Full show transcript

Mike Gerholdt:

Okay, this week on the Salesforce Admins Podcast, we are going to have a lot of fun because we are talking about Slack automations with the director of developer relations and advocacy, Jim Ray of Slack. Now, you’re probably a Salesforce Admin, you’re like, “Oh, but we don’t use Slack. I’m not going to listen to this.” No! This is a fun episode and it’s going to give you a ton of ideas for, hey, maybe we should think about using Slack. I’m not here to sell you anything. I don’t get any commissions.

I just love when I can give you ideas and creative answers to challenges that you’re facing. And Jim talks us through a whole bunch of fun stuff that you can do in Slack and gave me a ton of ideas. We talked about canvases. I don’t know if you use canvases, but it’s a ton of fun. Now, before we get into that, I want to tell you about, hey, what we got coming up in April, because this is last episode of March. I have architect evangelist Tom Leddy coming on to talk about decisioning. I reconnected with Lizz Hellinga at TrailblazerDX.

Remember, she was on a previous episode talking about the importance of clean data and why that’s important for AI. She’s coming back. I’m working on getting Skip Sauls with the Data Cloud update, so Data Cloud. And then I’m going to introduce a new episode at the end of April where I’m bringing my co-worker, Josh Burke, on, and he’s going to do a deep dive episode with a product manager. We’re working on getting somebody really cool to help you change the way you do some of your thinking.

That’s all I’m going to tease out for right now. But of course, if you’re not already subscribed to the podcast, make sure you’re doing that, make sure you’re following it. It’s a different word on every podcast platform. But if you do that, new episodes automatically get downloaded to your phone. That way when you wake up in the morning, you put the leash on the dog, you go out, boom! You press play, podcast is going, and you can get some great information. You don’t have to think about it, or maybe you’re riding the bus to work or bicycling.

It’s starting to become summer now. So anyway, that’s a whole long way. This is fun. You’re going to enjoy this podcast. Let’s get Jim on the pod. So Jim, welcome to the podcast.

Jim Ray:

Thanks so much. It’s great to be here, Mike.

Mike Gerholdt:

I always have fun talking Slack. I feel like the last time we talked Slack was with Amber Boaz and she was telling us how to replace meetings with Slack. And then you did a presentation in the admin track at TDX about automating in Slack, and I just feel like that’s the next level for people that use Slack is getting it to do stuff automagically. So that’s what I’d love to talk about, but let’s start with how did Jim get all the way to Slack?

Jim Ray:

That’s a great question. I’m also glad you mentioned Amber Boaz. I had the opportunity to meet her at TDX.

Mike Gerholdt:

Oh, she’s wonderful.

Jim Ray:

She’s from my neck of the woods, so I’m going to try to drive down to Durham in a month or so and hang out with the user group that she’s got.

Mike Gerholdt:

That’s pretty country down there too.

Jim Ray:

It is. It’s nice. I went to school down there too, so it’s pretty great. So if we’re talking background here, my background is actually in journalism. I have a journalism