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Install Salesforce for Slack and Grant Permissions

Learning Objectives

In this project, you’ll:

  • Install the Salesforce for Slack AppExchange package.
  • Customize security and permissions.
  • Connect Slack to your Salesforce org.
  • Automate Salesforce Messages to Slack.
Note

Note

This module was produced in collaboration with Slack, which owns, supports, and maintains the Slack products, services, and features described here. Use of Slack products, services, and features is governed by privacy policies and service agreements maintained by Slack.

Deliver the Right Data at the Right Time

You’re the Salesforce admin for a company that develops, sells, and maintains artificial intelligence services. The company is expanding, which is great! But it’s getting harder to connect growing teams with the information they need.  

You were recently part of an operations meeting with leaders from the sales team. They asked you if it’s possible to integrate Salesforce, the company’s source of sales data, with Slack, the place where their teams communicate and collaborate in real time. Team members in the field report that the integration would increase productivity and streamline their work.

It’s a strong case, but it sounds like a big project and you want to do more research, you tell them. Then, the more you dig in, you realize integration isn’t as far-fetched as it sounds.

Get a Head Start with Your Custom Domain

To integrate Salesforce and Slack, you first need a custom domain. We recommend you use a Trailhead Playground for this project—it’s the fastest way to get started because the playground comes ready with a custom domain. If you want to learn more about custom domains, check out the User Authentication module.

Go ahead and launch your Trailhead Playground for this project. Scroll to the bottom of this page, confirm your Trailhead Playground is selected, and click Launch.

Install Salesforce for Slack

If you see a tab in your org labeled Install a Package, great! Follow the steps below.

If not, click app launcher icon to launch the App Launcher, then find and click Playground Starter and follow the steps. If you don't see the Playground Starter app, copy this AppExchange link and check out Install a Package or App to Complete a Trailhead Challenge on Trailhead Help.

  1. Click the Install a Package tab.
  2. Paste 04t4P000002XDaPQAW into the field.
  3. Click Install.
  4. Select Install for Admins Only, then click Install.
  5. Since this integrates with the Slack platform, you get a popup for approving third-party access. Check the box to grant access, then click Continue.

When the app is finished installing, you see a confirmation page and get an email to the address associated with your playground.

Once the installation is complete, go into the Slack Setup Assistant and connect to Slack.

Enable Slack Platform Access

The Salesforce for Slack integration can help your sales and service teams come together to solve customer problems faster. Salesforce can send messages when records are updated. Team members can even share records without having to leave Salesforce. Most importantly, you control access so you can maintain trust even as you help teams move faster.

Use the Slack Setup app to configure how exactly you want teams to see and share data. Head over to your Trailhead Playground with the new app installed.

  1. Open the App Launcher, find and select the Slack Setup app.
  2. Click Get Started. Slack Setup page in Salesforce
  3. Click Authorize.
  4. A new window pops up asking for access to your playground. Click Allow.
    1. You may need to enter your Trailhead credentials. If that’s the case, enter your credentials.
  5. Once you grant access, you should see that your org is connected. Click Finish to be taken back to the Slack Setup page. System Connections screen displaying Connected, and the Finish button.
  6. Click Continue to go on to Enable Custom Objects.
  7. Since you’re working with standard objects in this project, you can go straight to completing this step. Click Finish.

There are more steps in the Slack Setup app, which are described later. For now, let’s continue with enabling access for users.

Grant User Permissions

You’ve given Slack secured permission to access Salesforce. Now it’s time to grant user permissions. To simplify this step, the package you installed includes one set of permissions to apply for all users who need to share information to Slack.

  1. Click setup and select Setup.
  2. Enter permission in Quick Find and select Permission Sets.
  3. Click Slack Standard User.
  4. Click Manage Assignments, then click Add Assignments.
  5. Check the box next to your user profile, then click Assign.
  6. Finally, click Done.

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