Prepare Salesforce for Slack Sales Elevate

Learning Objectives

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

• Define the Salesforce integration user.
  
• Prepare your Salesforce environment with the required settings and configurations.
  

Prepare Salesforce

Before connecting Salesforce to Slack, it’s important to ensure your Salesforce environment has the right permissions and configurations in place. You might need to collaborate with project stakeholders to determine the ideal permissions and to coordinate Salesforce settings with your other solutions, such as single sign-on.

To complete this step, make sure you have Salesforce Admin rights or work with your Salesforce administrator to complete this step.

Meet the Salesforce Integration User

An “integration user” is a user account used by the system to listen for changes to records in Salesforce. You need to create this new Salesforce user account to power Slack Sales Elevate notification capabilities. The user needs Read Only and View All access to all objects you plan to use to generate notifications in Slack, and the appropriate field-level access that supports your use Elevate use cases

Once Slack Sales Elevate is launched to end users, the integration user is used in combination with end-user permissions to ensure that their access to data is governed by Salesforce and that users can't access data they aren't authorized to access in Slack Sales Elevate. This feature involves the following components.

• Notification configuration: When a user configures a notification, their own permissions are used to determine which records are visible to select in the configuration flow.
  
• Event monitoring: The integration user is leveraged to listen for updates that are made in Salesforce, to designate whether or not a notification should fire.
  
• Notification transmission: When a notification fires, we rely on either the permissions of the end user that created the notification or the integration user’s permissions (whichever is lower) to determine if a notification can be sent to Slack.
  

The Salesforce integration user is an important aspect of Slack Sales Elevate. Creating the integration user is the first step in setting up your Salesforce environment. It's important to understand that this is different from the Platform Integration User, which can't currently be used for Elevate.

Create the Integration User

1. Log in to Salesforce as a System Administrator.
   
2. Go to Setup | Users | Users.
   
3. Click New User and fill in the fields.
   
   • First Name: Sales
   • Second Name: Elevate
   • Email: Use an email address you have access to
     
   • Username: Use an email address you have access to
     
   • Nickname: elevate
   • Role: Not specified
     
     • Note: You may need to select a role, depending on your Salesforce org’s sharing rules and how you’re using Role Hierarchy.
       
   • User License: Salesforce
     
   • Profile: Standard user
     
4. Click Save.
   

Enable Permissions

Salesforce permissions play an important role in the delivery of Slack notifications. Remember, Slack Sales Elevate relies on the permissions of the end user or the integration user to deliver notifications.

To make the most of the value of Slack Sales Elevate, give the integration user Read access to all objects and all fields that might be used to generate notifications.

Create a Permission Set

Consider using an existing permission set that you use for your system admins or sales operations team members. In place of that, you can create a new Permission Set.

1. Go to Setup | Users | Permission Set.
   
2. Click New.
   
3. Fill in the fields
   
   • Label: Slack Sales Elevate Permission Set
   • API Name: Leave as auto-generated
     
   • Description: Read and View All access for objects and fields necessary for Slack Sales Elevate notifications, including Account and Opportunity.
     
   • Do not specify the License
     
   • Leave all other fields as is
     
4. Click Save.
   

Assign Permissions

For this step, you should be on the screen of the newly created Permission Set.

1. Click Object Settings.
   
2. Edit Accounts, Opportunities, and any other objects you would like to use within Elevate, and enable object permissions for Read and View All.
   
3. Enable Amount and Next Step field permissions for Read Access.
   
4. Click Save.
   

Assign Permission Set

For this step, you should be on the screen of the newly created permission set or the newly saved permissions.

1. Select Manage Assignments.
   
2. Click Add Assignment.
   
3. Assign the permission set to your integration user.
   
4. Click Next and Assign.
   

Configure List Views

Opportunity list views display opportunities or potential prospects with customizable filters and sorting options, enabling users to quickly identify high-priority leads, monitor progress, and allocate resources effectively. This also allows users to edit opportunities in Slack and sync changes to Salesforce.

List views created in Salesforce are integrated into Slack Sales Elevate as default list views. To make it easy for end users to get started, we recommend up to five default list views. Users can choose from a default list view, or search and view lists they’ve created themselves or recently viewed. You can choose to create new list views, or make use of existing list views.

Create Opportunity List Views

1. Go to the Sales app from the App Launcher.
   
2. Go to the Opportunities tab.
   
3. Click the gear for List View Controls.
   
4. Click New.
   
5. Enter the List Name and List API Name.
   
6. Select the users who will see this list view.
   
7. Add filter(s) based on the opportunities you want to qualify for the list.
   
8. Click Save.
   

If you'd like to use other objects within Elevate, such as Accounts, Leads, or even custom objects, you can also consider list views for these objects.

Now that you’ve configured your instances of Slack and Salesforce, let’s connect the two.

Resources

• Salesforce Help: Create or Clone a List View in Lightning Experience
• PDF: Slack Sales Elevate Admin Setup Guide