Prerequisites

  • Install the Salesforce for Slack app from the Salesforce AppExchange. This app must be installed for all administrators and users. 

Set up Slack for Salesforce in your Org

  1. In Salesforce, go to Setup, and in the Quick Find search box enter Initial Slack Setup. 
  2. In Initial Slack Setup, scroll down to the Review Documentation and Resources step and click the checkbox.
  3. In the Agree to Terms and Conditions section, toggle the button to Accepted. 
  4. In the Enable Slack Apps for Salesforce step:
    • Toggle the button to Enabled.
    • Click the Go To CRM Analytics for Slack Setup link. A new tab opens with CRM Analytics for Slack.
    • In CRM Analytics for Slack, click the Agree and enable Slack integration checkbox. Close the the tab and return to your tab with Initial Slack Setup.
  5. Click the I'm done selecting Slack applications checkbox. 

  6. In the Salesforce Slack Apps Permissions and User Assignments step, click the Go to Permissions link. A new tab opens with Permissions Sets. 

    In Permissions Sets, there are two new added permissions required for the Slack integration to work: Slack Standard User and Sales Cloud for Slack. 

  7. In Setup > Users, navigate to a user who you want to have Slack Integration permissions.
  8. Click Permission Set Assignments. 
  9. Add the following new permissions:
    • Slack Standard User
    • Sales Cloud for Slack 
  10. Click Save and close the tab with Permission Sets.
  11. Return to the Initial Slack Setup tab, in the Salesforce Slack Apps Permissions and User Assignments step, click the I'm done assigning permissions checkbox. 
  12. In the Verify Users' Object Permissions step, click the I'm done assigning object permissions checkbox. 
  13. In the Install Slack Apps via the Slack App Directory section, click Salesforce for Slack Listing. 
  14. Click Confirm
  15. Next, you have two options:
    • If you have not installed the Salesforce for Slack app, click Add to Slack > Get Salesforce for Slack app. You are redirected to log into Salesforce and prompted to allow Slack permissions to access your Org.
    • If you already installed the Salesforce for Slack app, click Open in Slack to confirm the app launches without errors. 
  16. Return to the Initial Slack Setup tab and click the I'm done installing Slack apps checkbox. 
  17. In the Complete Sales Cloud for Slack Feature Setup step, click the I am done with additional setup and can mark this step as complete checkbox. 
  18. In the Customize Which Fields Users Can Access in Slack (Optional) step, click the When users view or edit Salesforce records in Slack, they can access the abbreviated view. Without access to the required fields, users can't save new or updated records from Slack. checkbox. 

Launch the Slack Setup App

  1. Click the Salesforce App Launcher, and search for Slack Setup. This launches a setup wizard to complete your Slack for Salesforce installation. 
  2. Click Get Started for Systems Connections:
    • Click Authorize
    • Click Allow
    • Click Finish
  3. Click Continue for Enable Custom Objects:
    • Click Finish
  4. Click Continue for for Custom Alerts:
    • Click Finish
  5. Click Continue for Org Configuration:
    1. Click Next
    2. Click Finish
  6. Click Continue for Automatic Configuration:
    • Click Sign in with Slack. This step connects your Slack account with your Salesforce account. 
    • Click Allow
    • Click Finish

All users who want to link their Slack accounts to Salesforce must complete the Launch the Slack Setup App steps listed above. 


Next, you must configure the Contracts for Salesforce Slack integration.