Query SalesForce using Slack commands

You can query your SalesForce account from Slack using the '/yoke' command.

Connecting Yoke to Slack

Configure a “Slash Command” listed under “DIY Integrations & Customizations” in the Slack Integrations page with these fields:

Once the integration is configured, you can click the “Slack integration” link in the profile drop-down (top-right of the screen) to obtain the /yoke login [user] [token] command which links your Yoke and Slack accounts.

That's it! You have connected Slack to your Yoke board, and can query SalesForce and 48 other applications from the comfort of your Slack chatroom. Read more about the Slack-Yoke integration.

Querying SalesForce

If you are a new Yoke user, you must first create cards that connect to Salesforce. Yoke supports cards that track opportunities, cases and leads in any Salesforce view.

/yoke list shows all the cards on your Yoke board. Here's a sample response:

slackbot10:40 AMOnly you can see this message
Here's a list of your cards:
opportunities to close this month
cases assigned to me
• ... and card titles from other connected apps

/yoke list opportunities lists the items in the first card.

You can click the links to jump to the corresponding opportunities, leads and cases in Salesforce.

Sign up for a free Yoke account and enhance your Slack experience.