Slack Implementation

Get collaborating and automating with Slack in 30-days.

More Than a Communication Application for Your Team

Receiving notifications for items that require approval, and being able to swiftly approve them without disrupting your workflow is just the beginning of the automation capabilities we offer through Slack.

In fact, we believe that Slack should be your command center for proactive insights, workflow, and generative artificial intelligence empowered by your data from Salesforce, NetSuite, data warehouse, and more sources. 

slack implementation

“It became very apparent very quickly that the Plative team ‘got it’. Plative understood what we were trying to do, the resources that we were able to commit, the timelines that we were on, and the type of support we actually needed. That’s very important because the first step in solving any problem is a mutual understanding of what the actual problem is.”

Ian Bradley

SVP Operations

What’s Included

It all starts with a customized and tailored strategy to roll-out and unify your team’s usage of Slack. Channel structure, file storage, policies, and settings for users are all in play here.

Your Slack instance can get filled up with junk very quickly, unless you have the right configuration from the start. Our experts can get you up and running with the right strategy.

Slack admins, power users, channel admins, team leads, there are so many possibilities when it comes to how Slack can provision users.

Only a select few individuals should have true administration access to Slack. We’ll help them understand it’s powerful auditing capabilities as well as workflow design and much more.

One of Slack’s key benefits is having complete interoperability with your Salesforce environment. As a leading expert in both Slack and Salesforce, we’ll help get you set up.

The key to a successful Slack implementation is change management and enablement for users. We’ll help you identify and empower department champions to maximize your success.

Salesforce Slack Implementation

When it comes to Slack Implementation, at Plative, we take communication and workflow to the next level. Our approach seamlessly blends Salesforce with Slack, making it easy for info to flow, decisions to be made quickly, and teams to collaborate effortlessly.

By bringing these platforms together, we help clients amp up efficiency, improve customer engagement, and speed up business results.

Accelerator Program Components

Single Sign-On

We’ll get you configured with your organizations SSO authentication tool of choice.

HIPAA and Regulatory Compliance

Extra care and attention needs to go into your organization’s permissions and settings to maintain regulatory compliance.

Slack Generative AI

Leveraging Salesforce-native capabilities or integrating with OpenAI, Anthropic, or other industry-leading LLMs opens a new host of capabilities we can’t wait to show you.

More Integrations

We can get you integrated with your data warehouse, ERP, sales automation platform, and many more technologies your team relies on.

Begin Your Generative AI and Predictive Analytics Journey With Plative and Slack

We’ll help you integrate your company’s data sources with industry-leading LLMs to create your company’s own generative AI bot that lives in an embedded Slack application. With these capabilities, even the most distributed remote teams can save hours of time every day getting the answers they need without the hassle. 

A Proven Methodology, Made Possible by Hundreds of Deployments

Unlike most implementations, Plative Launch is structured to quickly deploy pre-built modules that we’ve meticulously perfected over hundreds of implementations. This means that you can realize value in record-time and leverage the best practices from hundreds of other similar companies.

Team introductions
Administrative access
Timeline & key dates

Process walkthroughs
Personalized sessions


User acceptance testing
Admin training
End-user training

Post go-live support
Ongoing innovation

Our Insights

The Cost Effective Slack to Salesforce Integration Method

Integrate Slack and Salesforce Integrating Slack and Salesforce has never been easier or more cost-efficient. The Plative Slack Salesforce integration was developed by our team internally to replace an existing application that we were paying a subscription fee for when we asked ourselves, “why can’t we simply build this with Salesforce automation and API calls?”…

Discover How Salesforce is Utilizing AI Tools

Are you seeing AI all over your feed? Possibly wondering, “Am I using the trending tools?” If you have Salesforce, you might be already leveraging the wonders of Artificial Intelligence (AI).Salesforce Marketing Cloud is a powerful platform that allows businesses to create and manage marketing campaigns across multiple channels. One of the key features of…

How to Unite Sales & Marketing Together Into a Powerful Force

Are your Sales and Marketing teams thriving together? Are they jiving? Effective collaboration between the two is critical for the success of any organization. Unfortunately, like any good team-up sports movie, a dramatic clash is bound to happen before the big win. Many businesses struggle to unite these two teams due to differences in priorities,…


Plative Wins 2024 NetSuite Alliance Spotlight Awards

We’re honored to be recognized for the 2024 NetSuite Alliance Spotlight Awards, winning in Telecommunications and the Private Equity Spotlight Award for Rapid Implementation in High Tech. The NetSuite Alliance Partner Spotlight Awards recognizes those companies that have demonstrated commitment to and success in implementing NetSuite. Plative’s CRO, Greg DelGenio, shared his thoughts on the…

Utilizing Salesforce for Faith-Based Organizations

In an era where faith-based organizations are driven not just by spiritual missions, but also by the need for efficient management, Salesforce emerges as a great option. This powerful Customer Relationship Management (CRM) platform is not just for the corporate players; it’s a game-changer for nonprofits, churches, and charities looking to improve their outreach and…

What is Tableau Pulse: A New Offering for Real-time Data Insights

BI platforms like Tableau can quickly become overran with dashboards, data points, and different lenses that cloud the primary value of implementing these systems in the first place: actionable insights. Enter Tableau Pulse – a new AI-powered release by Salesforce that not only provides your business with metrics in motion but also translates them into…

Mastering the NetSuite Advantage for IPO Success

Tech companies preparing for IPOs today require more than a great offering and a compelling story. Success demands a strategic focus on operational efficiency, regulatory compliance, and long-term sustainability. NetSuite ERP plays a crucial role in shaping IPO success stories. Whether you’re a tech startup gearing up for your IPO debut or an established company…

Einstein Copilot Brings New AI Features To Salesforce Customers

Unlike other AI assistants or copilots that lack sufficient company data to provide valuable responses, Einstein Copilot empowers Salesforce customers to generate responses using their own exclusive and reliable data. This is achieved while upholding rigorous data governance standards and without the need for costly AI model training. Consequently, Einstein Copilot can address inquiries, summarize…

Let's Get Started