Configure Slack Sales Elevate

Learning Objectives

After completing this unit, you’ll be able to:

• Configure the Opportunity list tab.
  
• Configure the Notifications tab.
  
• Configure the People tab.
  

Configure Slack Settings

Once you connect Salesforce and Slack, and you map the opportunity fields, you can configure the other sales settings required to administer Slack Sales Elevate. This is the final step in configuring Slack Sales Elevate for your organization.

In this step, we look at the rest of the tabs available under Sales settings.

• Opportunity lists
  
• Notifications
  
• People
  

Configure Opportunity Lists

On the Opportunity lists tab, you enter any opportunity list views you’d like to be available to the sales team by default. This correlates to the opportunity list views you already set up in Salesforce.

1. Click the Opportunity lists tab.
   
2. Type the name of the opportunity lists you'd like to suggest to users.
   
3. Click Save.
   

Enable Notifications

On the Notifications tab, we recommend reviewing your notification settings to select where notifications can or cannot be sent, including the Sales Home tab, channels, and workspaces.

By default, all workspaces are enabled for notifications. By default, Slack Connect channels are disabled. This means Slack Sales Elevate notifications are not sent to channels that are shared with external people.

1. Click the Notifications tab.
   
2. Edit workspaces if applicable.
   
3. Select your setting for external channels (Slack Connect).
   

Prior to launching Slack Sales Elevate to users, we recommend creating a few relevant notifications that will appear in the user’s dashboard when they visit the Sales Home tab for the first time. This gives users a head start with Slack Sales Elevate.

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For example, you might create a notification to notify users when a deal is won or when a close date is delayed. By default, there are no admin-created notifications created.

1. Click to Manage admin-created notifications.
   
2. Click Create Notification.
   
3. Select a notification template.
   
4. Fill in the required details.
   

Important notes:

• You can filter by role to determine who receives each notification.
  
• You can exclude the user that makes the update so they are not being notified of their own changes.
  

5. Click Save Notification.
   

Manage Members

On the People tab, you manage members who need to view and manage Salesforce data using Slack Sales Elevate. Before launching Sales Elevate, make sure to add members to provide them with access.

Once you grant members access, you can revisit this tab anytime to add new members or revoke access for existing members. If a member is removed, they can no longer see the Sales tab in Slack. They are not removed from any channels.

1. Click the People tab.
   
2. Click Add by CSV.
   
3. Click Select File and choose the appropriate CSV file.
   
4. Click Upload.
   

Notes for CSV formatting:

• The CSV should not contain headers.
  
• Only provide a list of emails separated by commas.
  
  • Example: user1@slack.com, user2@slack.com, user3@slack.com
    

After Slack Sales Elevate is launched and users have gotten comfortable with the tool, test new or complex notifications with smaller subsets of users before pushing to a larger group.

• For a new or complex alert, subscribe a few highly engaged users to the notification.
  
• Monitor how many users mute the notification. If you’re seeing lots of muting, it could be an indicator that your alert is too noisy or not as valuable as other notifications. Make adjustments based on your findings.
  
• Once you’re confident the notification is ready for a larger audience, subscribe additional team members based on their role.
  

Resources

• PDF: Admin FAQs
  
• PDF: Admin Setup Guide
  
• Support email: feedback@slack.com