10 Slack Tips & Tricks to Make You a Superstar

Share this article...

Slack has officially joined the Salesforce Ohana, this is a major step forward for Salesforce to enable tighter collaboration between users, and their CRM system. For Slack, it could breathe a whole new lease of life into the business, and turn up the heat on Microsoft Teams.

As Slack is such a core part of so many businesses already, we thought it would be the perfect time to release some tips & tricks that I and the Salesforce Ben team have picked up over the years.

“Validity”

10 Slack Tips & Tricks

For any business using Slack, there’s always a buzz about the system. Questions being asked, ideas being shared, and, of course, emojis and gifs. Here are a selection of some serious, and some, not so serious tips and tricks.

1. Learn Your @bc’s

Slack has tried to make Email disappear, by using instant messaging in order for colleagues to better communicate with one another. Although the days of 100’s of internal conversational emails are over, you still need to be aware of the right way to get someone’s attention. Slack’s “@” functionality enables you to mention a specific colleague or a whole channel to get their attention.

By default, any message sent in a Slack channel will not directly notify members of the channel with a notification. But if you want to get an individual or group’s attention, there are a few ways you can notify them.

@everyone – This command can be used as a prefix before any message in the #general channel in order to notify everyone there, whether they are available or their status is set to away. Great for notifying the entire company of something.

@channel – This can be used to get everyone’s attention in any other specific channel. This works the same as @everyone and notifies all members of a channel whether they are away or not.

@here – If you would only like to notify people who are currently working, @here will only notify people who are online.

@{Colleagues name} – To only notify a specific user in a wider channel, feel free just to @ their name so as to not send notifications to 10’s or 100’s of people.

2. Do Not Disturb (DND)

If you are someone who likes to concentrate without being disturbed, or perhaps have teammates that like to work until the early hours, meet DND, your new best friend.

The Slack DND function enables you to pause notifications so that you’re not bothered if you have finished for the day, or are trying to concentrate on something. You can set DND manually, or set it on a schedule so it automatically is turned on and off. Notifications won’t get lost, they will simply all get delivered once the time limit is over, or you have manually deactivated DND. Check out Slack’s great article about how to set up DND.

3. Slack App Directory

Slack, like a lot of platforms, has a marketplace where you can install Apps.

These Apps can integrate with your Slack platform in various ways, offering new ways to integrate your existing business applications. For example, Salesforce already has a powerful integration where you can view records inside of Slack. There is also a great App called Donut, which sets up random coffee dates with your colleagues, a great way to network across your business, or Polly that enables quick polls to be created.

4. Channel Management

A simple but effective feature of Slack’s is the ability to easily create channels for different purposes. You might wish to create a private channel for your department, an invite-only exclusive type situation. Or, you might want to create a public channel for all the keen chefs that have taken up baking over lockdown. It’s important to keep on top of channels, to ensure that they are being used effectively, and for the right purpose. Here are a few tips…

  1. Ensure that new channels are created if a current channel is serving multiple purposes. To better manage conversations, it may be worth the sales team having an overall channel, but also sub-channels split by region.
  2. Create channel naming conventions to make it clear to users the purpose. E.g. #sales-london & sales-nyc. This also makes channels easier to find as they are grouped together in alphabetical order.
  3. If channels have served their purpose, consider archiving them to keep users’ views clean.

5. Set a Reminder

Depending on how hectic your Slack channels are, it can get tough to action items that are your responsibility. Someone could have asked you to do something on a channel, but after a few more conversations this message is lost to the world. Enter, the “Remind me” feature. Slack has the ability for you to easily set reminders about generic items, as well as specific messages.

This can be done either by using the lightning icon in the message box in any channel or by clicking the options button on any message. Read the full details from the slack here.

6. Code Snippets & Formatting

Slack provides a wide range of formatting options when composing a message. This includes ways to copy in lists, code, or even formatted documents.

The Lightning Bolt shortcut at the far left of the message box provides various ways to post different types of messages. For further information on snippets, check out this article.

7. The Slack Bot

Bots can play a big part in your Slack life, they can be used to change the office playlist, or to monitor the uptime of your website or App.

Slack Bot is a fairly basic way to automate some tasks within your company. It has a basic interface that an Admin can use to set up a notification if a certain phrase is used across the organization. Take the below example as a great way to remind someone of the Wi-Fi password.

8. Invite Your Customers To The Party

For some businesses that may need to closely collaborate with their customers, you can set up dedicated channels for this purpose. Perhaps you need to gather customer feedback or are working closely on a project with a client.

Slack provides the ability to set up channels, and allow customers to exclusively join a single, or multiple channels, without accessing the rest of your Slack Org. This is only available on the paid versions of Slack, but is a great way to better align with your customers.

9. Highlight Words

Are you the type of person that wants to have a birds-eye view of everything that’s going on? The Highlight Words feature may be what you need. By providing Slack with some words that interest you, Slack will notify you if any of those words are used in the channels you belong to.

If you are the Salesforce Admin for an organization, then you might want to monitor for any words relating to Salesforce that you can step in and assist people with. Easy peasy!

10. /giphy

This list wouldn’t be complete unless I gave giphy a mention. As most people will be familiar with, giphy is a website that has a collection of gifs to express different emotions. When combined with Slack, you have the power of gifs to express how you feel when words just don’t cut it. Head over to this page to install Giphy, and start spamming your colleagues!

Bonus. HeyTaco!

I asked my network what Slack features were their favorite, and I would be remiss if I didn’t mention one that popped up a few times.

HeyTaco! is a great peer to peer recognition App to plug into Slack. You can reward team members by giving them a shout out and gifting them an emoji taco. This is a great way to encourage good deeds to go publically rewarded and encourage a culture of paying it forward.

Summary

We’re over the moon that Slack has joined the Salesforce family, and we can’t wait to see what exciting integrations await us. But for now, we hope you’ve learned something from our tips and tricks post. Any others we have missed?

4 thoughts on “10 Slack Tips & Tricks to Make You a Superstar

  1. Avatar

    Is there a way with the most recent Salesforce Slack integration, that I can adjust the template of what is posted to Slack without using Flow etc? I want to change the fields that are shown by default before you post the record…thx!

    1. Lucy Mazalon

      People regard Slack as more intuitive and a more rapid/fast-paced user experience. Stay tuned for an upcoming article…

Leave a Reply