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To use the Salesforce app for Slack, a Salesforce System Administrator will first need to install and configure the Slack package in Salesforce. The package is compatible with the Salesforce Lightning and Classic Experiences, and supports Sales Cloud and Service Cloud. Installing and configuring the Slack package using the Slack Setup assistant ensures that all users in your Salesforce org can use the Salesforce app in Slack to set up alerts for both standard and custom objects. Note: If you use Salesforce Professional, you need the API Access add-on to use Slack and Salesforce together. Step 1: Set up your custom Salesforce domainTo use components in Lightning, your Salesforce org must have a custom domain. Register your domain
Deploy your domain to users
Note: Any links to your Salesforce org with your old domain will redirect to the new custom domain automatically. Step 2: Install the Slack package to Salesforce
Note: If your installation takes more than a couple of minutes, Salesforce will send you an email when it's complete. Step 3: Grant permissions to use Slack with SalesforceOnce the Slack package is installed to Salesforce, it’s important that System Administrators apply the Slack Standard User permission set for all users in your Salesforce org that update record data. Applying this permission set grants users access to Slack actions in your Salesforce org and lets them trigger notifications when records are created or updated. To assign the permission set to Salesforce users, follow the steps below: Salesforce Lightning Salesforce Classic
Step 4: Configure the connection between Salesforce and SlackAfter the Slack package is installed to Salesforce and users have been assigned the permission set, use the Setup Assistant to configure the connection between your Salesforce org and Slack. You’ll also have the option to configure the settings below:
If you don't need to configure a particular setting, click Continue to start the step, then click Finish to move on to the next one. Grant Slack access to Salesforce
Step 5: Enable custom objectsNote: To enable custom objects, make sure you're using Salesforce package version 1.56 or higher. Enabling a custom object allows you to add Slack actions and the Slack Message Viewer to custom page layouts, and lets members of your workspace subscribe to alerts in Slack. You must enable custom objects before proceeding to the next step to set up custom alerts. This step will only work for custom objects that are not included in the standard set.
Note: Once you activate a custom object, it cannot be deactivated. Step 6: Set up custom alertsNote: To set up custom alerts, make sure you're using Salesforce A System Administrator can configure custom alerts to expand the default alerts in the package. Once created, members of your Slack workspace or Salesforce org can choose to subscribe to these custom alerts as they would for other object- or record-level alerts.
Step 7: Set up page layoutsConfigure page layouts in Salesforce to send information between Slack and Salesforce. Note: To remove actions from page layouts, you'll need to use the Object Manager in Salesforce Setup. Add Slack actions to layoutsThere are two types of Salesforce actions available to configure — Send to Slack and Slack Alerts. You can add the Send to Slack action to individual page layouts, or global layouts so it's visible on all pages. To add actions to your page layouts, follow these steps:
Add the Slack Message Viewer component to pagesTo view Slack messages in Salesforce, add the Slack Message Viewer component to your page layouts. Please note that the Message Viewer component is only supported for standard objects in Salesforce Classic.
Tip: If you don't see Lightning record pages to choose from, you'll need to create them for your Salesforce org. Step 8: Create custom message destinationsIf you'd like, you can create custom message destinations to send Salesforce information to specific Slack conversations from Process Builder or Flow templates. Set up message destinations
Note: If you're on the Slack Enterprise Grid plan, you'll need to sign in to each workspace you'd like to set message destinations for. Add message destinations in Process Builder or FlowOnce you've set up a message destination, follow the steps below to configure a Process or Lightning Flow to send a Salesforce record to Slack:
Step 9: Modify Slack settingsThere are two settings you can change to manage how notifications are sent from Salesforce to Slack:
To update these settings, follow the steps below:
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How do I enable Twitter in Salesforce?Sign in to Twitter. In Salesforce Classic, find Twitter under the record's name. In Lightning Experience, find it on the record's News tab. If you don't see a link or icon, unhide social networks in your personal settings.
How do I add social media links to Salesforce?Add a social follow content block to an email in Content Builder.. To select more social network links, click Add a Social Network .. Drag the items to reorder the way they will appear.. Use the provided controls to style the icons and text labels.. |