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Services/Slack
Slack logo

Slack and Salesforce, working as one system.

Ignyto is a Salesforce Summit partner delivering Slack alongside Salesforce for teams across the UK and Ireland — channels, canvases, workflows and Slack-native agents that put records and approvals where the work already happens. Picture a deal or a case moving forward in the channel people already live in, with Salesforce still holding the record.

Book a discovery call What we build
Slack delivered alongside Salesforce.
1,000+
Salesforce projects delivered since 2016, across every cloud in the platform.
122
Salesforce certifications held in-house by a delivery team of 35+.
4.9
Average client satisfaction score out of 5, across every project we deliver.
01 — What we build

What a Slack engagement includes.

Channel architecture

A naming and membership model per account, project or deal, so context is findable six months later.

Salesforce integration

Record alerts, approvals and updates in channel, written back to Salesforce rather than trapped in conversation.

Workflow automation

Workflow Builder and Slack apps replacing the forms and email chains around routine internal requests.

Canvases

Living documents attached to accounts and projects — status, decisions and owners in one place.

Slack-native agents

Agentforce and Slack agents answering questions from your own records inside the channel where the question was asked.

Governance

Retention, external Slack Connect rules and access control agreed before rollout, not after an incident.

02 — The shape of it

Salesforce records, available inside Slack.

A channel per account or project, with Salesforce writing into it and reading back out. The audit trail ends up on the record, not in someone’s memory.

#project-bridge-heating
Salesforce
Opportunity moved to Negotiate · £84k · closing 30 Sep
Danny
Approval needed on the discount — 12% against a 10% threshold
Salesforce
Approval granted. Quote v3 generated and sent.
Agentforce
Last three service visits on this account: two SLA-met, one breached 4 Aug.
Written back to Salesforce

Approvals, decisions and status changes land on the record. The channel is the interface, not the system.

Governed by design

Retention, Slack Connect rules and external access agreed before rollout rather than after an incident.

Canvas per account

A living document holding status, owners and decisions, attached where people already look.

03 — Return on investment

What you should get back from the investment.

Slack work is bought on speed of internal coordination. The measure is how much routine communication stops needing a meeting or an email thread.

01

Fewer internal emails

Approvals and status requests handled in channel, with an audit trail attached to the record.

02

Context kept

Decisions live next to the account or project instead of in someone’s inbox.

03

Answers without asking

Slack-native agents surface record data directly, so nobody waits for the person who knows.

Client results

What our clients say about working with us.

All 80 case studies →

“Ignyto completely stepped up to the plate and took on the entirety of the complex built on our behalf. Everything they produced was delivered to an exceptionally high standard.”

Nivoda · Luxury goods — jewellery · Sales Cloud, Service Cloud, Account Engagement, Slack
Read the case study →
Fleetminder logo

“Ignyto are our trusted advisors and partners when it comes to digitising and automating our business processes. We needed a grown up consultancy to help us build out what we had envisioned.”

Fleetminder · Fleet technology · Process automation
Read the case study →
Incopro logo

“Ignyto have been our trusted advisors and partners when it comes to digitising and automating our business processes.”

Incopro · Brand protection · Process automation
Read the case study →
Next step

Book a free call with an experienced Salesforce consultant.

Tell us what you want Salesforce to do for your business. We will tell you how we can help, explain what we have done for other businesses in your industry to reach their goals and work more efficiently, show you where you can simplify your processes, and give you a detailed requirements document, including timelines and costs.

Book a discovery call See client results
04 — Common questions

Frequently asked questions.

How does Slack work with Salesforce?

Slack surfaces Salesforce records, alerts and approvals in the channels where work already happens, and writes updates back to Salesforce. Ignyto delivers both platforms as one engagement.

What are Slack-native agents?

Slack-native agents, including Agentforce in Slack, answer questions from your own Salesforce records inside the channel where the question was asked, rather than requiring someone to open the CRM.

Do we need Salesforce to use Slack with Ignyto?

No, but the value compounds when both are in place. Ignyto's Slack work focuses on channel architecture, workflow automation, canvases and governance alongside Salesforce.

AI readiness

Are you ready to put AI on top of your Slack workspace?

Agents inside Slack reach whatever the user can reach, which makes your sharing model the thing that decides whether this is safe. Answer seven questions in our free AI readiness check and we’ll send you a report showing where AI can help, and the steps to start today — with or without perfect data.

Take the free AI readiness check Agentforce and AI

Salesforce and Slack, separately?

Most teams run both and connect neither. We will map where records and conversations should meet, and build that.

Book a discovery call Or read about Agentforce and AI →
05 — Read next

Slack and Salesforce, in depth.

Salesforce Slackbot development →

Putting approvals and records where the work already happens.

Team collaboration with Slack services →

What changes when Slack becomes the front end for Salesforce.

Preparing your org for Slackbot and Agentforce →

The groundwork AI needs before it is useful.

Six tips for better collaboration in Salesforce →

Practical habits that keep a shared Salesforce usable.

2468 Group →

Slack channels and tasks created from Salesforce data.

Salesforce managed services →

Keeping what we build working, and improving, afterwards.

Choosing a technology partner

How can you be sure your Salesforce project will be a success?

See how we run every project: your goals are the North Star that guides every decision, with your sign-off at every stage, weekly progress updates, and a project tool your team can log in to at any time.

Questions to ask any technology provider before you choose→ How we run every project, from your goals to go-live→ Warning signs a consultancy could get your project wrong→
Free AI readiness check

How ready is your business for AI?

Answer seven quick questions and we’ll send you a free report showing where AI can save your team time, and the steps to start today — with or without Salesforce.

Take the free AI readiness check → Free. About two minutes. Or see what your manual tasks cost you a year with Ignyto Automate →