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Search Smarter: Find Salesforce records in Slack
Oct 10, 2025
Blog Post: https://www.infallibletechie.com/2025/10/search-smarter-find-salesforce-records-in-slack.html
View Video Transcript
0:05
Hello everyone. In this video, we are
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going to see how to search Salesforce
0:10
records in Slack application.
0:14
Let's say as an approver you got a
0:18
request to approve a record. In order to
0:21
view that record, we can uh see the
0:24
record directly from the approval
0:27
request
0:29
and then we will be able to approve it.
0:31
Let's say you wanted to search some
0:34
related records
0:36
before approving that record. In order
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to do that, we will go to Salesforce. We
0:41
will search that record. We will find
0:43
the related records and then we will be
0:45
able to approve it.
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If you wanted to save time switching
0:51
between Slack and Salesforce
0:54
to search Salesforce records, then we
0:56
can directly search those records from
0:59
Slack and then we will be able to
1:02
approve it. Um um for example, if I am
1:06
on Salesforce uh uh Slack application uh
1:11
in mobile, I can quickly search that
1:14
record instead of uh opening those
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records in Salesforce and searching that
1:19
and then uh making sure everything is
1:22
looking good. Instead of switching back
1:24
and forth between multiple applications
1:26
like sales like Slack and Salesforce, I
1:28
can directly search and see those
1:30
records directly in Salesforce and then
1:32
I will be able to take some actions. In
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order to do that, go to your Slack
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workspace
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here. uh
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select
1:45
manage Salesforce organizations
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and then you should be able to connect
1:51
your Salesforce or
1:55
once you request you have to go to
1:58
Salesforce setup
2:01
search for
2:03
Slack manage slack connection
2:10
And here you have to accept it. Once the
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connection is done
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then you can you have to do a hard
2:21
refresh in your
2:23
slack application. You can use command
2:26
shift R if you are on Mac OS.
2:29
If you are on uh Windows OS then in
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order to do the harder ref hard refresh
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you have to use control shift + R. When
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you do that it will refresh your Slack
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application
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and then in the slack application you
2:48
should be able to search it. So for
2:50
example here I'm going to search my
2:52
account infallible techie.
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So here I can directly select the option
2:58
search in Salesforce.
3:02
I'm able to
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select the account record and then I'm
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able to
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see all the details.
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If you wanted to see only the records
3:15
created by you, then you can select
3:17
created by me. You can also select uh
3:22
different sources.
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So instead of juggling between multiple
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applications like SL, Slack and
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Salesforce to find the records, you can
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directly search the Salesforce records
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once the org is connected to your Slack
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application.
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Please check the video description. In
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the video description, I have shared my
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blog post. From the blog post, you
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should be able to get highlevel steps
3:55
to complete the Salesforce and Slack
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connectivity so that the users can start
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searching Salesforce records directly in
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Slack.
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I hope it was helpful.
4:17
Thank you for watching.
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