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Connect Salesforce to Bot for Slack

Build an AI agent that works across Salesforce and Bot for Slack, on a schedule or when you click Run.

24 source actions
24 target actions
Reverse direction supported

Why Connect Salesforce & Bot for Slack?

Read what you need from Salesforce

Your agent uses Salesforce's documented actions to pull the records it needs, each time it runs.

Run a Bot for Slack action

Then it uses one of 24 documented actions, such as Add Emoji Reaction, Archive Channel, Create a Channel.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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Bot for Slack

Triggers (2)

New Direct Message

Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Mazaal AI Action "Send a Direct Message" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.

polling
New Message In Channel

Emit new event when a new message is posted to a public, private or group channel (Bot)

polling

Actions (24)

Add Emoji Reaction

Add an emoji reaction to a message. See the documentation

Archive Channel

Archive a channel (Bot). See the documentation

Create a Channel

Create a new channel (Bot). See the documentation

Delete File

Delete a file (Bot). See the documentation

Delete Message

Delete a message (Bot). See the documentation

Find User by Email

Find a user by matching against their email (Bot). See the documentation

Get File

Return information about a file (Bot). See the documentation

Invite User to Channel

Invite a user to an existing channel (Bot). See the documentation

List Channels

Return a list of all channels in a workspace (Bot). See the documentation

List Files

Return a list of files within a team (Bot). See the documentation

List Group Members

List all users in a User Group (Bot). See the documentation

List Members in Channel

Retrieve members of a channel (Bot). See the documentation

List Replies

Retrieve a thread of messages posted to a conversation (Bot). See the documentation

List Users

Return a list of all users in a workspace (Bot). See the documentation

Reply to a Message Thread

Send a message as a threaded reply (Bot). See postMessage or scheduleMessage docs here

Send a Large Message (3000+ characters)

Send a large message (more than 3000 characters) to a channel, group or user (Bot). See postMessage or scheduleMessage docs here

Send Message

Send a message to a user, group, private channel or public channel (Bot). See postMessage or scheduleMessage docs here

Send Message (Advanced)

Customize advanced setttings and send a message to a channel, group or user (Bot). See postMessage or scheduleMessage docs here

Send Message Using Block Kit

Send a message using Slack's Block Kit UI framework to a channel, group or user (Bot). See postMessage or scheduleMessage docs here

Set Channel Description

Change the description or purpose of a channel (Bot). See the documentation

Set Channel Topic

Set the topic on a selected channel (Bot). See the documentation

Update Groups Members

Update the list of users for a User Group (Bot). See docs here

Update Message

Update a message (Bot). See the documentation

Upload File

Upload a file (Bot). See the documentation

Integration Features

24 documented Salesforce actions
24 documented Bot for Slack actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Bot for Slack to Salesforce direction

Capability Examples

Salesforce trigger → Bot for Slack action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

Bot for SlackBot for Slack

Add Emoji Reaction

Bot for Slack trigger → Salesforce action

Reverse direction
Bot for SlackBot for Slack

New Direct Message

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Bot for Slack accounts

2

Describe the Job

Say what to read from Salesforce and what to do in Bot for Slack

3

Choose an Action

Select the documented Bot for Slack operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Salesforce events yet.

Automated Actions

Use 24 documented Bot for Slack actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theSalesforce and Bot for Slack actions it needs.

Your Own Accounts

You connect your own Salesforce and Bot for Slack accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Bot for Slack to Salesforce for bidirectional automation

View Integration
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All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
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All Bot for Slack Integrations

Explore all available Bot for Slack connections

View All Integrations

Ready to Connect Salesforce & Bot for Slack?

Build this agent in Mazaal AI and test it on your ownSalesforce and Bot for Slack data.

Start building

Rather not build it yourself? We set up one Salesforce to Bot for Slack agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod