An Intelligent Slack Deal Desk Bot
Deal Desk Bot for Salesforce is an intelligent bot for Slack that understands your specific Salesforce implementation (including ANY custom objects and fields) and adapts to your needs.
To add Deal Desk Bot to Slack, first download the Salesforce managed package.
Visually track your sales targets
Monitor your sales pipeline and sort opportunities by stage or any custom field. These daily progress charts can automatically notify you on the health of your sales funnel on a regular basis.
Get work done in Salesforce without leaving Slack
Deal Desk Bot for Salesforce brings the power of Salesforce right into Slack.
You can command it to:
List all your leads for the day, opportunities closing this week, and open cases
Get a weekly summary of leads, opportunities and cases
Customize Deal Desk Bot to adapt to your business
We understand that every business is different and so is every Salesforce implementation. That’s why we’ve made Deal Desk Bot for Salesforce adaptable for your unique business needs. Powered by Workato’s powerful recipe platform, Deal Desk Bot for Salesforce gives you the ability to:
Create custom commands and notifications for Deal Desk Bot in minutes
Browse and run any of the 100K recipes created by the Workato community & integration experts
Receive data from and automate 150 apps all from Slack
You can easily customize or create your own commands. Learn more >
Try Deal Desk Bot for Salesforce today.
Approve Deal Desk Requests
Receive a Slack notification every time someone submits a deal desk request. Deal Desk Bot presents you with all the information you need to make an informed decision in your Slack channel.
Deal Desk Bot for Salesforce is able to understand your intent and will intelligently prompt the possible next steps for you so you can act on the information right in Slack. From there, you can approve requests like contract terms, discount requests and proposals without ever leaving Slack.
Show details of accounts and opportunities
Get info from any custom objects or fields from your Salesforce into Slack
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