Salesforce System Administrators can visit Configure Salesforce for use with Slack to install the Slack package in Salesforce, configure standard and custom objects, set user permissions, and more. Install and configure the Slack app for Salesforce In order to use the Salesforce app in Slack, a Salesforce System Administrator will first need to install and configure the Slack app in Salesforce. Add Slack messages to Salesforce records.View Salesforce records for standard objects and any configured custom objects.Each app provides different functionality: Using the Salesforce app requires two apps that connect Salesforce and Slack. The Salesforce app (built by Slack) The setup The below information applies only to the Slack-built Salesforce app which will not be supported indefinitely. Note: If you’re installing a Salesforce app to Slack for the first time, we recommend installing the Salesforce built integrations for the best long-term experience. If you choose to install the Slack-built Salesforce App instead, read on for installation and configuration instructions. For the best experience going forward, we recommend installing from the available Salesforce for Slack Integrations and visiting the Salesforce Help Portal for support and to learn more about which apps will best suit your needs. While installing the Salesforce for Slack app isn’t required, we recommend it to ensure that all your Salesforce apps can interact, and to simplify authentication and administration with one sign-in for all your apps.Īs the suite of Salesforce for Slack apps grows, the Salesforce app that was built by Slack will be removed from our App Directory. Salesforce has built a suite of Salesforce for Slack Integrations that can be used alone, or in combination with each other and the Salesforce for Slack app. Read on to learn more about the available options for interacting with Salesforce through Slack, and for our recommendations for the best experience. Salesforce and Slack come together to help you manage your sales pipeline or customer service more efficiently.
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