Operating Smarter with Slack and Salesforce Webinar Series Recap
Operating Smarter with Salesforce + Slack is a 3-part webinar series hosted by our Salesforce Practice Lead Daniel Peter, a 7x Salesforce MVP with 30+ certifications! In this blog, we share what you can expect from each episode. By watching, you can get ideas for how to best combine these systems to accelerate organizational efficiency, productivity, and growth. Along the way, special guests from Salesforce and Robots & Pencils provide subject matter expertise in strategy, Slack development, user experience, and more. In each episode, you can expect to get actionable insights and takeaways for your business.
Episode 1: Unlocking Business Value
For the first installment of our series, Daniel Peter dives into how using Slack and Salesforce together can increase efficiency and transform your business. To do so, he walks you through use cases with a fictional FinTech company who uses Slack and Salesforce to:
- Streamline shallow work
- Eliminate organizational bottlenecks
- Simplify cross-channel monitoring and collaboration
Episode 2: Slack App Platforms & Compliance
For part two, we welcome special guests Tiaan (Jan) Kruger, Senior Director of Product Development — Slack Application Framework at Salesforce and James Conway, a Certified Slack Developer and Slack Craft Steward at Robots & Pencils. Together with Daniel Peter, this group explores key considerations and options for building a Slack app and choosing an app platform. Drawing on first hand experience, they also cover best practices for building and using Slack apps to meet security and compliance needs.
Episode 3: Optimizing Slack & Salesforce User Experiences
Principal UX Designer at Salesforce, RJ Owen, joins Robots & Pencils Salesforce Practice Lead Daniel Peter for our final episode to discuss how you can design great experiences in both Salesforce and Slack. In this webinar, you’ll learn about:
- Design process and tools recommendations
- Salesforce Lightning Design System vs Slack Block Kit
- Rethinking and rebuilding Salesforce experiences in a way that’s optimal for Slack
- How to decide what to share across systems and what belongs only in Salesforce or only in Slack.
Looking for assistance with your Salesforce and Slack?
Whether you’re thinking about introducing an entirely new system or process or looking to optimize what you already have in place, Robots & Pencils can help. Learn more about our expertise in Slack and Salesforce on our website, including how our work has helped organizations like 2U, Sprinklr, and Level Capital operate more efficiently. Request information or email us at hello@robotsandpencils.com to learn more and get the discussion going!
