Connect Salesforce to Slack

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.

Add call participants

Registers new participants added to a Slack call.

Add emoji

Adds a custom emoji to a Slack workspace given a unique name and an image URL; subject to workspace emoji limits.

Add an emoji alias

Adds an alias for an existing custom emoji in a Slack Enterprise Grid organization.

Add Enterprise user to workspace

Adds an Enterprise user to a workspace. Use when you need to assign an existing Enterprise Grid user to a specific workspace with optional guest restrictions.

Add reaction to message

Adds a specified emoji reaction to an existing message in a Slack channel, identified by its timestamp; does not remove or retrieve reactions.

Add a remote file

Adds a reference to an external file (e.g., Google Drive, Dropbox) to Slack for discovery and sharing, requiring a unique `external_id` and an `external_url` accessible by Slack.