Manage Slack Sales Elevate

Sales Elevate is an add-on for Slack that integrates with Salesforce Sales Cloud and allows teams to update Salesforce objects, receive notifications for important deals and more in Slack. Once you’ve set up your Salesforce connection, you can manage Sales Elevate settings for your Slack workspace or Enterprise Grid organisation.

Note: Workspace primary owners (Business+) and members with the roles admin system role (Enterprise Grid) can assign the sales admin system role to members.

Connect Salesforce orgs

If you use multiple Salesforce orgs, you can connect up to 24 additional orgs once they’re connected to Slack.

1. Click on   Sales in the sidebar.
2. Select the   cog icon.
3. Click on the Salesforce org drop-down menu and select Add Salesforce org.
4. Select   Add a new Salesforce org, then click on Connect.  

Slack will automatically connect to Salesforce and begin syncing your data. This normally takes a few minutes, but can take longer for orgs with more data.

Note: Admins in Salesforce can manage member access to Sales Elevate by assigning the Slack Sales Elevate permission set. 

Set up Salesforce object Lists

Sales teams can use Salesforce lists to easily update Salesforce objects in Slack. By default, teams can see lists for accounts, opportunities, leads, contacts and cases, but you can add or remove objects to suit your needs. You can also suggest up to 25 default lists per object to surface specific lists to your team when they update Salesforce objects in Slack.

1. Click on   Sales in the sidebar.
2. Select the   cog icon.
3. Click   Salesforce Lists in the settings window.
4. Click   Add object.
5. Select a Salesforce object. If you like, suggest default Lists for your object.
6. Click on Save.

Note: To remove a Salesforce object, click on the   three dots icon next to it, then click on Remove object.

Manage Sales Elevate notifications

Create custom notifications

Sales admins can create notifications in Sales Elevate to help their team stay informed about new opportunities, important deals and more. 

1. Click on   Sales in the sidebar.
2. Select Edit sales settings in the top right.
3. Click   Notifications.
4. Next to Admin-created notifications, click Manage. 
5. Click Create notification.
6. Choose a template, then select from the options to customise it.
7. Click Save notification.

Manage custom notifications

Sales admins can edit or delete any admin-created notifications.

1. Click on   Sales in the sidebar.
2. Select Edit sales settings in the top right.
3. Click   Notifications.
4. Next to Admin-created notifications, click Manage. 
5. Click the   three dots icon next to a notification.
6. Select Edit or Delete, then click Save notification or Delete notification to confirm.

Tip: View more details about the notifications created by your organisation in the Notifications section of the Sales settings dashboard.

Adjust notification settings

You can control where Sales Elevate notifications are sent by restricting them to specific channel types or workspaces (on the Enterprise Grid subscription).

Channel settings

Workspace settings

1. Click on   Sales in the sidebar.
2. Select Edit sales settings in the top right.
3. Click   Notifications.
4. Next to Channel restrictions, click Edit.
5. Select a channel type.
6. Tick or untick the box next to Include Slack Connect external channels.
7. Click on Save. 

1. Click on   Sales in the sidebar.
2. Select Edit sales settings in the top right.
3. Click   Notifications.
4. Next to Workspace restrictions, click Edit. 
5. Select the workspaces that you'd like to enable notifications for.
6. Click on Save. 

Note: Configure a Slack record layout in Salesforce to customise the fields and notifications that members can edit in Slack.

Manage deal celebrations

Deal celebrations on member profiles help recognise personal achievements and foster team excitement. Deal celebration banners will appear in member profiles for three days after winning a deal and can be shared to any conversation in Slack to spread the word. You can configure deal celebrations to apply to a minimum deal amount and choose whether to display details like the account name or deal amount.

1. Click on   Sales in the sidebar.
2. Select the   cog icon.
3. Click on   Celebration in the settings window.
4. Click on the toggle next to Show deal won celebration.
5. Choose options for what to display and how your celebration will be applied.
6. Click on Save.

Note: If your organisation uses custom stage fields, you can choose a custom stage for ‘win’.

Who can use this feature?

• Sales admins
• Business+ and Enterprise Grid subscriptions