Take a Look at Tok

Are you a Salesforce user looking for a way to securely and efficiently stay in contact with everyone within your organization? Then it might be time to take a look at Tok. Tok is Oktana’s flagship Salesforce app designed to help keep everyone at your organization in close contact at all times. If your team’s been begging you to adopt Slack or another tool, but you’re concerned about security and safety, then Tok is what you need.

Built on Salesforce Chatter, Tok allows for instant messaging, team messaging, and groups to connect all within Salesforce. That way, you know your conversations are safe, secure, and archived within your Salesforce instance. Your team never has to leave Salesforce to talk and collaborate. To highlight how Tok can help your organization, we’re producing a series of videos to demonstrate Tok.

First, let’s take a look at some of the basic features of Tok. In this video, we walk through all the different chat options available to you in Tok and how they’re different from each other.

Next, notifications are essential to making sure everyone within your team stays on the same page. You need to know when new messages arrive so they can act on them immediately. That’s why we’re walking through how notifications work in Tok, so you know the team will always be ready.

And that’s it for the first in our series walking through all you can do with Tok. If you’re interested in learning more feel free to contact us here or you can get a 30 day free trial of Tok right now on the AppExchange.

Tok 30 day trial

How we connected Salesforce and Slack

The Oktana team built a demo to share how Salesforce and Slack work together. Our team leader walks through how the team built a Node.js app on Heroku that connects to the Slack API and Sales Cloud. The app is capable of both reading and writing to Salesforce from Slack.

You can create and update Salesforce tasks without ever leaving Slack. If someone else updates or assigns a task to you in Salesforce you’ll get a notification alongside all your other Slack messages. Take a look and let us know if something like this might be a good fit for your company.

Hope you’ve found this full walkthrough useful and insightful. We are Salesforce platform experts and offer custom development to help you build your platform and solve the right problems. Our team has worked with different organizations and their projects. If you want to know more about our work, go check out our latest success stories.

Connecting Salesforce and Slack

We’re always looking for new challenges here at Oktana. One recent challenge that presented itself to us came from our partners, a leading investment firm. This investment firm out of California works with growth-stage companies in a wide variety of industries. They approached Oktana to help them find a solution to an efficiency problem within their organization. The primary tool that they used within the organization for work was Slack, and several different apps designed to interface with it. Their employees had to switch between Salesforce and Slack to manage updates and new tasks that would populate through Salesforce.

That’s where Oktana came in; the firm wanted a way to integrate Salesforce into their Slack experience to help save everyone at their company time and energy while they’re working. What could we do to bring these two platforms together? We started by exploring what tools might already exist within Slack that would make this integration quick and easy and found Incoming Webhooks. With Incoming Webhooks, we were about to take any new notifications from the Salesforce org about new task assignments and send them to users within the Slack instance.

This implementation was a success, and users were receiving notifications, but it was apparent that it wasn’t going to be the right solution for the long term. There were severe limitations to what we could do with Incoming Webhooks. While it could bring in notifications from Salesforce, it wasn’t able to limit those notifications to those directly involved with the task and instead sent them indiscriminately to the entire team. Additionally, there was no way to talk back to Salesforce after you received a notification in Slack, Incoming Webhooks is a one-way street. As such, we decided that we would need to take a different approach to solve this problem.

Thankfully, our partners at the firm were receptive to these concerns and were open to our recommendation for another option that might better suit their long-term needs. Since Incoming Webhooks did not fit our needs, there was only one course of action to take at this point. We needed to build a bespoke app to do the job. We created a small application in Node.js hosted on Heroku that would handle everything the investment firm required and more.

First, the app would replicate the functionality of the old implementation and take any task notifications from Salesforce and send them to Slack. Next, the app acts as a chatbot on Slack that can receive messages from Slack and send them back to Salesforce to update and create new tasks. Additionally, we built this app to be as lightweight and efficient as possible. At its core, the app is always listening to both sides, and when it detects something relevant, it translates the message and sends it from one application to the other. Oktana development process is about creating the most value possible for our clients. The lightweight nature of the app means it has space to grow and take on other functions so that the link between Salesforce and Slack can be expanded later on if needed. The app also can interface with applications beyond Salesforce if the need were ever to present itself.

The Critical technologies from this project:

  • Salesforce
  • Slack
  • Node.js
  • Heroku
  • Apex
  • Incoming Webhooks

This project was about seeing disfunction in how employees at the investment firm were working and finding a way to make it more streamlined. We saw that our client needed a solution for fixing their workflow, and we were able to accurately identify the problems as well as the best way to solve them. Now, they don’t have to move between Salesforce and Slack every time they want to update tasks, and we were able to face a new challenge head-on and solve it creatively.