Get Ready for Slack Sales Elevate
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the Slack admin roles required for configuration.
- Explain how Workflow Builder impacts Slack Sales Elevate.
- Explain how notifications are used by Slack Sales Elevate.
Slack Administrative Roles
Every user in Slack has a role in the product that dictates their level of permissions, responsibilities, and activities within their Slack instance. By understanding the hierarchy of administrative roles, you’re able delegate responsibilities appropriately to configure Slack Sales Elevate for your sales team.
In order to configure Slack Sales Elevate, you need admin permissions in Salesforce and Slack. Let’s explore the types of admin roles in Slack.
Keep in mind, the level of administration available within your Slack instance depends on your Slack plan (free, Pro, Business+, Enterprise Grid). Certain levels of administration are only available on certain plans.
Org Owners and Admins
These roles exist only on the Enterprise Grid plan. Slack Enterprise Grid powers multiple interconnected Slack workspaces across the entire company. If you’re on an Enterprise Grid plan, the Org Primary Owner or any member with permission to grant roles can grant the Sales Admin system role.
Workspace Owners and Admins
These roles exist on all Slack plans (Pro, Business+ and Enterprise Grid). Because Pro and Business+ plans power a single workspace, this will be the highest admin for your Slack instance. The Workspace Primary Owner or any member with permission to grant roles can grant the Sales Admin system role.
Members
Members are the people who have joined your Slack workspace. Admins or members with permission to assign roles can grant users one or many system roles. Members with the Sales Admin system role have permission to configure and manage Slack Sales Elevate.
System Role: Sales Admin
System roles give organizations more flexibility around permissions that can be granted to members. Slack admins with permission to assign roles can grant users one or many system roles to help them manage the organization.
Slack Sales Elevate introduces a new system role to Enterprise Grid and Business+ Slack plans: Sales Admin. You must be assigned the Slack Sales Admin system role in order to configure and manage Slack Sales Elevate.
You know whether you have Sales Admin rights by refreshing your Slack app and looking for the Sales tab in your sidebar.
Get the Slack Sales Admin Role
After the Sales Admin role is granted, the Sales tab will appear in your Slack instance with administrative capabilities.
For more information on how to assign the Slack Sales Admin role, you can check out the assign members to system roles help article.
Slack Workflow Builder
Slack Sales Elevate uses Workflow Builder to power real-time notifications based on Salesforce data. Slack Sales Elevate users use standard workflows to customize their notifications. For this reason, you must enable workflow builder for all users in Slack before configuring Slack Sales Elevate.
Workflow Builder helps you automate routine processes into workflows you can use in Slack. Workflows can be as simple or as complex as you'd like, and can even be connected to other apps and services you use to get work done.
Workflows for Slack Sales Elevate
Workflows have two main components: a trigger (how the workflow starts), and steps (the actions you want the workflow to take).
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Trigger: An event or condition that initiates the execution of specific steps in a workflow. Example trigger for Sales Elevate: An opportunity amount is changed in Salesforce.
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Steps: Individual actions or tasks within a workflow that automate processes determined by the trigger. Example step for Sales Elevate: A notification is sent to the sales channel.
In the following example, the trigger will “start with a Salesforce event” and the step will be to “send a message to #bdr-amer-west”.
Enable Workflow Builder
Slack Workspace Owners and Admins and Org Owners and Admins have the ability to grant workflow permissions. Make sure to enable standard workflow creation for everyone except guests in your Slack org. Premium workflows are not required.
Slack Notifications
Notifications are the lifeblood of productivity in Slack. They are designed to inform the right people of the right information at the right time.
Slack Sales Elevate uses notifications to empower the entire sales team by driving visibility, improving sales alignment and collaboration to move deals forward, and helping teams understand their sales priorities on a daily, monthly, and quarterly basis.
Notifications for Sales Teams
With Slack Sales Elevate, users can choose what data is important to them, create and edit notifications specific to those data points, and send Slack messages based on notification alerts. This makes sales notifications more actionable than ever. Later, you explore each sales user and the types of notifications relevant to them.
As the admin, you should review the Slack Sales Elevate notification settings to choose where notifications can be sent in Slack. You should also configure a couple relevant notifications on the user’s behalf that will appear in the Sales Home tab on launch day so users can get straight to work.
After Slack Sales Elevate is live, sales users can configure notifications for themselves, edit the notifications they created, and mute the notifications you created.
What About Slack Connect?
In Slack Connect channels, users communicate with stakeholders from different organizations in a shared space. When adjusting notification settings for Slack Sales Elevate, you can enable or disable notifications in Slack Connect channels to make sure sales information is only shared with those who need to see it.
Consider talking to your stakeholders about Slack Connect and whether Slack Sales Elevate notifications should be enabled. Next, you learn how to prepare your Salesforce instance for Slack Sales Elevate.