#Slack10 discussing

Complete the Connection in Slack 

Sign Your Slack User into Salesforce from Slack > A modal in your left navigation says Bring Salesforce data into Slack. Click

.  

I am unable to get this option in slack. 

Hi Everyone, 

I wanted to share a workaround in case anyone is trying to complete the TDX Quest 2026 and gets stuck on the Quick Start: Slackbot for Sales Planning

badge. 

If the primary email address associated with your Trailhead account is already connected to an active Slack org, the challenge may fail. 

Based on what I observed in Trailhead profile settings under Connected Accounts, the provisioning process appears to use the primary email address on the Trailhead profile instead of the connected account email intended for the challenge

. If that primary email address is already tied to an active Slack workspace or org, Slack Playground creation may fail and return this error: 

“We had an issue creating your Slack Playground. Please refresh the page and try again.” 

I also found that after the initial failure, updating the admin user email address in the Salesforce Playground org did not

resolve the issue. The module still failed during challenge validation, which suggests the original email association may still be referenced somewhere in the Slack Playground or validation flow. 

Workaround that worked for me:

1.  Create a brand new Gmail account 
2.  Create a brand new Trailhead account using that same email address 
3.  Start the Quick Start: Slackbot for Sales Planning module over from the beginning 
4.  Create a brand new Slack Playground and Salesforce Playground environment where the Trailhead and Slack email identities are a 1:1 match 
5.  Complete the badge. 
6.  Manually merge your Trailhead accounts afterward to complete your TDX Quest. 

I hope this helps anyone else who gets stuck in this strange little identity swamp. Happy Friday!

Hi! Can someone help with private Tableau app in Slack? We have Tableau Server and aren't allowed to install the official Tableau app for Slack, so we created a private one. However for Data alerts, it adds some raw text underneath (as attached), which we'd like to remove, but don't know how. Has anyone had issues like this and fixed it? 

We have our Tableau Server ver 2024.2 hosted on Linux in AWS. Could that play any role? 

Hi everyone! 

I am trying to set up a workflow that schedules messages for our onboarding team. The task is quite simple: schedule messages to various channels at set times during the onboarding sessions we have at our company.  

I was able to create an app with scope chat:write, that was approved by our workspace admins. I am successfully scheduling messages to channels and IMs that are sent using my Slack account. 

Here is the problem:  

We would like these messages to appear in the "Scheduled section" so that the onboarding team can edit them, reschedule them or cancel. However, no matter how I try, the UI will not display the scheduled messages and we have no way to edit them before they are sent.  

Example request:

[    {        "url": "chat.scheduleMessage",        "body": "{"channel":"...","text":"Test","post_at":1770818707,"as_user":true}",        "domain": "https://slack.com/api/",        "method": "POST",        "headers": [            {                "key": "Content-Type",                "value": "application/json"            }        ]    }]

Response:

[    {        "body": {            "ok": true,            "scheduled_message_id": "",            "channel": "",            "post_at": 1770818707,            "message": {                "user": "",                "type": "message",                "bot_id": "",                "app_id": "",                "text": "Test",                "team": "",                "bot_profile": {                    "id": "",                    "deleted": false,                    "name": "Onboarding messenger",                    "updated": 1770818137,                    "app_id": "",                    "icons": {                                       },                    "team_id": ""                },                "blocks": [                    {                        "type": "rich_text",                        "block_id": "Wd2EA",                        "elements": [                            {                                "type": "rich_text_section",                                "elements": [                                    {                                        "type": "text",                                        "text": "Test"                                    }                                ]                            }                        ]                    }                ]            },            "warning": "missing_charset",            "response_metadata": {                "warnings": [                    "missing_charset"                ]            }        },        "headers": {                     "x-accepted-oauth-scopes": "chat:write",            "x-oauth-scopes": "identify,channels:read,chat:write",                   },        "statusCode": 200    }]

App scopes:

Is it possible to have these scheduled messages displayed so that the OB team can edit them? 

If so, is there anything to change in the config to make it work? 

Thank you! 

Hi everyone 👋

Slack and Salesforce are both critical to how we operate day to day, and honestly they’ve been great for collaboration. We were early adopters of the Slack Sales Elevate integration, which is now rolled into Slack Business+ and Enterprise+. Over time, we’ve seen teams naturally shift away from email-heavy workflows and start using Slack as a true collaboration platform — which has been awesome.

One of the biggest wins for us has been being able to pull Salesforce objects directly into Slack and keep opportunity-specific context inline while collaborating. That said, we recently ran into a question around related lists and how they behave inside Slack vs. Salesforce.

Specifically: 

 Some related lists associated with an object (in our case, Quotes) show up in Slack, while others do not — even though they clearly exist on the object layout in Salesforce.

I thought I had a decent grasp on how this was supposed to work, but the screenshots attached show a pretty clear delta between:

• Related lists visible on the Quote object directly in Salesforce
• Related lists rendered inside Slack via Sales Elevate

We’ve already confirmed the obvious:

• Object- and record-level permissions are correct
• The related lists are present on the Salesforce page layout
• This isn’t a case of simply forgetting to add/remove a related list in Salesforce

One challenge we’ve run into with this integration is the lack of deep documentation when troubleshooting edge cases like this. At times it feels a bit like a black box — you configure it, hope it works, and if it doesn’t, there’s not much guidance on why.

So my question to the group:

• Does anyone know what specifically governs which related lists are eligible to appear in Slack?
• Are there object-type, relationship-type (lookup vs. master-detail), or UI API constraints that affect this?
• Is this driven by Lightning Record Pages, classic layouts, or something else entirely?

Any insight, gotchas, or “learned this the hard way” experiences would be hugely appreciated. Thanks in advance 🙏