Connect Salesforce and Slack
Learning Objectives
After completing this unit, you’ll be able to:
- Connect Slack and Salesforce.
- Map Opportunity Fields.
Connect Slack and Salesforce
Now that your Salesforce environment has the right permissions and configurations in place, you can proceed with connecting the Salesforce integration user to Slack Sales Elevate in your Slack instance.
Prerequisites
- Make sure you have the Slack Sales Admin role or higher. To check your permissions, refresh your Slack app and look for the Sales tab in your sidebar.
- Ensure Workflow Builder is active.
- Disable popup blockers.
- Log in to Salesforce as the integration user you created above.
To complete the following steps, open your Slack instance and go to the Sales tab in your sidebar.
Connect to Salesforce
- Click Start Setup.
- Click Connect to Salesforce.
- Click Manage Data Sources. Note: Be sure to log in as your integration user.
- Click Add Integration.
- Select Salesforce.
- Salesforce: for Production instances (default).
- Salesforce Sandbox: for Sandbox or test environments (normally test.salesforce.com).
- Salesforce: for Production instances (default).
- Click Next.
- If you're not already logged in as the integration user, you will be asked to log in.
- Verify the username matches your integration user and click Allow.
- Close the confirmation window and return to Slack.
- Type the name for your data source and click Save.
- Close the integration window and return to Slack.
- Click Connect to Salesforce.
- Select the integration you just configured and click Connect.
You are prompted to allow time for Sales Elevate to synchronize with your Salesforce data schema. This should normally only take a few minutes, but may be up to 30 minutes. Once synchronization is complete, your integration updates to display Connected in green.
Map Opportunity Fields
Opportunity fields in Salesforce are the various fields within the opportunity object that align with your organization’s sales process and the specific information you want to track for each opportunity. By mapping these fields in Slack Sales Elevate, sales teams can receive notifications about changes to those fields directly in Slack.
When mapping opportunity fields for Slack Sales Elevate, select the object you use to manage deals in Salesforce and the relevant fields you want to power notifications in Slack.
For this step, you should be on the screen for Sales settings.
- Click Map Fields.
- Select the object you use to manage opportunities and the relevant fields to power notifications in Slack.
- Click Save.
Once the synchronization between Salesforce and Slack shows as green “connected,” you must map opportunity fields before you’re able to access Slack Sales settings in the next step.
Now that Slack and Salesforce are connected, it’s time to configure Slack Sales Elevate.