Connect Salesforce and Slack

Learning Objectives

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

• Connect Slack and Salesforce.
  
• Map Opportunity Fields.
  

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.

By connecting Salesforce and Slack, you sync data from one platform to the other. Once launched, the sales team has access to edit and sync data too. You can connect up to 20 Salesforce orgs in Slack by repeating the next steps with additional orgs.

Prerequisites

• Make sure you have the Slack Sales Admin role. 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.
  

Connect Slack and Salesforce

We’ve provided an easier and better way for Slack Admins to establish connections and to manage users via the Salesforce Organizations option in the Slack Admin dashboard. These connections are not only used by Elevate, but they are used for Agentforce, Salesforce Channels, and other Salesforce integrations going forward.

Request a Salesforce Connection in Slack

The first step is to request a Salesforce connection in Slack, you can choose how your members’ Slack and Salesforce accounts will be connected. Admins can automatically configure member accounts using Email or SAML NameID fields in Slack, or manually configure them.

1. Click your workspace name in the sidebar.
   Hover over Tools & settings, then click Workspace settings.
   
2. Below Administration in the left sidebar, select . If you don’t see the left sidebar, click in the top-left corner to find it.
   
3. Click Connect Salesforce Org in the top-right corner.
   
4. Enter your Salesforce org URL, then choose an option for the Account mapping field. Toggle Automatic account mapping off to manually map accounts.
   
5. Click Request Connection, then click OK. Your request will be sent to Salesforce for approval.
   

Approve the Request in Salesforce

Once the request to connect has been made in Slack, a Salesforce admin can approve it.

1. Sign in to Salesforce, then select Setup.
   
2. Below Platform tools in the sidebar, select Slack, then click Manage Slack Connections.
   
3. Below User Configuration, select a corresponding mapping field .
   
4. Below Integration User, choose the Salesforce integration user you created in the first set of steps.
   
5. Check the box to agree to the terms and conditions, then click Approve.
   

Activate the Connection in Slack

Workspace Owners and Salesforce Admins can activate a pending Salesforce connection.

1. Click your workspace name in the sidebar.
   
2. Hover over Tools & settings, then click Workspace settings.
   
3. Below Administration in the left sidebar, select . If you don’t see the left sidebar, click in the top-left corner to find it.
   
4. Select a pending connection.
   
5. Review the details of the connection, then click Activate.
   

Manage Elevate Access

Admins can manage access to Sales Elevate by assigning the Slack Elevate User permission set in Salesforce. Only members that are assigned access to Slack Sales Elevate can use it. Slack members who are assigned the Slack Elevate User permission set can see the feature in Slack with the same data access they have in Salesforce.

1. From Salesforce, select Setup, then click Permission Sets.
   
2. Select the Slack Elevate User permission set.
   
3. Click Manage Assignments, then select Add Assignments.
   
4. Select the users you’d like to assign Sales Elevate access to, then click Next.
   
5. If you’d like, choose a date for the user assignment to expire, then click Assign.
   

Manually Map Member Accounts

If you choose not to, or are unable to automatically map member accounts during configuration, you can manually map them in Slack. When you manually map members in Slack, they are prompted to sign in to Salesforce to connect their Slack and Salesforce accounts.

1. Click your workspace name in the sidebar.
   
2. Hover over Tools & settings, then click Workspace settings.
   
3. Under Administration in the left sidebar, select . If you don’t see the left sidebar, click in the top-left corner to find it.
   
4. Choose a Salesforce Org.
   
5. Select the Users tab.
   
6. Click Add Individually and search for the member you’d like to add. To add members in bulk, click Add by CSV and follow the prompts.
   

Once added, Slack members can see a Salesforce log in prompt. After members log in to a Salesforce org, they see the tools and data they have access to from the Salesforce permissions they are assigned in that org.

Tip: For an overview of your members' access to Salesforce, click Export User Mapping CSV from the Users tab.

Map Opportunity Fields

Opportunity fields in Salesforce are the various fields within the opportunity object, or a custom 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.

1. Click Map Fields.
   
2. Select the object you use to manage opportunities and the relevant fields to power notifications in Slack.
   
3. 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.