In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Chance Martin solves an account communications problem using Slack and Flow. Learn how he approached building his solution and his tips for developing admin skills.
The problem
A while back, I worked with a sales team who struggled to keep everyone on the same page while helping clients go live with their products. An account manager might start a Slack channel, a support specialist might send a few DMs, a sales agent might start a thread in another channel, and maybe another team member might create a different channel. This created a mess. Everyone knew different pieces of information, the client was getting caught in the chaos, and it took way too long to get a client set up to go live. I needed to find a way to centralize these communications into one Slack channel, and connect it
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