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.
- Enable Workflow Builder.
- Explain the use of notifications in 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 to delegate responsibilities appropriately when configuring Slack Sales Elevate for your sales team.
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, these are the most powerful roles in Slack. 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 system role to Enterprise Grid and Business+ Slack plans: Sales Admin. You must be assigned the Slack Sales Admin system role to configure and manage Slack Sales Elevate.
You can find out whether you have Sales Admin rights by refreshing your Slack app and looking for the Sales tab in your sidebar. By default, this is assigned to the Primary Owner of your Grid or workspace. If you’re not the Primary Owner, you can ask your Slack Org Owner or Admin to assign the role to you.
Get the Slack Sales Admin Role
After the Sales Admin role is granted, the Sales tab will appear in your Slack sidebar 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.
Activate Workflow Builder
Slack Workspace Owners and Admins, and Org Owners and Admins can manage workflow permissions using Workflow Builder. Sales Elevate uses Slack’s Workflow Builder to power real-time notifications. Ensure that your Sales Elevate users have access to create Standard workflows, which they’ll need to configure their notifications. Make sure to enable standard workflow creation for everyone except guests in your Slack org. Premium workflows aren't required.
For more information on permissions, you can check out the Manage Workflow Builder access and features help article.
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 useful than ever. Later, you explore each sales user and the types of notifications relevant to them.
As the admin, you can review the Slack Sales Elevate notification settings to choose where notifications can be sent in Slack. It’s a good idea to work with your sales leaders and any other appropriate stakeholders within your sales organizations to configure relevant notifications that appear in the Sales Home tab on launch day. This way your users’ Sales Home is populated with the right information, and they 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 created by admins.
Communication Across Organizations Using 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.
If your company works with external organizations, such as resellers, you might want to consider Slack Connect and whether Slack Sales Elevate notifications make sense in Slack Connect channels where collaboration happens across organizations.
In the next unit, you learn how to prepare your Salesforce instance for Slack Sales Elevate.