Listing Salesforce Objects

Opportunities, Leads, Tasks, Accounts and Contacts

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Written by Ana Nelas

Last published at: November 11th, 2019

Attentive is all about you having the right information at your fingertips. Using Attentive on Slack is the perfect way to have Salesforce data wherever you are, one Slack command away. 

Note: If you're using Attentive's Free Plan, you'll only have access to the details of Opportunity results. Need more objects? Upgrade to a different plan.

Listing Opportunities

1. On Slack, go to the Attentive bot.

2. Type /att-list and press Enter.

3. Select Opportunities.




 

4. You can get an overview of all your Opportunities, sorted by Pipeline Stage for easier filtering. Drill down on each stage by selecting View List.

5. You can also see Opportunities filtered by other criteria (such as Closing This Month or New Last Week), just like you would on Salesforce.

When looking at the Opportunity details, you may have the option to Edit if your permissions on Salesforce allow you to edit deals (from other team members or just your own).


Listing Leads

1. On Slack, go to the Attentive bot.

2. Type /att-list and press Enter.

3. Select Leads.

4. You can get an overview of all your Leads, sorted by Lead Status for easier filtering. Drill down on each stage by selecting View List.

5. You can also see Leads filtered by other criteria (such as All Open Leads or My Unread Leads), just like you would on Salesforce.

When looking at the Lead details, you may have the option to Edit if your permissions on Salesforce allow you to edit deals (from other team members or just your own).

Listing Contacts

1. On Slack, go to the Attentive bot.

2. Type /att-list and press Enter.

3. Select Contacts.

4. You can get an overview of all your Contacts, sorted by Lead Source for easier filtering. Drill down on each stage by selecting View List.

5. You can also see Contacts filtered by other criteria (such as New Last Week or Birthdays this month), just like you would on Salesforce.

When looking at the Contacts details, you may have the option to Edit if your permissions on Salesforce allow you to edit deals (from other team members or just your own).


Listing Accounts

1. On Slack, go to the Attentive bot.

2. Type /att-list and press Enter.

3. Select Accounts.

4. You can get an overview of your Accounts, sorted by Account Type for easier filtering. Drill down on each stage by selecting View List.

5. You can also see Accounts filtered by other criteria (such as New Last Week or Recently Viewed), just like you would on Salesforce.

When looking at the Account details, you may have the option to Edit if your permissions on Salesforce allow you to edit deals (from other team members or just your own).


Listing Tasks

1. On Slack, go to the Attentive bot.

2. Type /att-list and press Enter.

3. Select Tasks.

4. You can get an overview of all your Tasks, sorted by Status for easier filtering. Drill down on each stage by selecting View List.

When looking at the Task details, you may have the option to Edit if your permissions on Salesforce allow you to edit deals (from other team members or just your own).