Connect Salesforce and Slack

If you use Sales Elevate or Salesforce channels in Slack, configure a connection between Salesforce and Slack so that your members can access these features. When you configure a connection between Salesforce and Slack, you can choose to map your members’ Salesforce accounts with their corresponding accounts in Slack to ensure that the right people have access to the right tools.

Note: You must also be an admin in Salesforce to complete the set-up steps in Salesforce. 

Prepare your Salesforce org 

To begin the set-up process, you’ll need to take a few administrative steps in Salesforce. 

Step 1: Create and configure a Salesforce integration user

Creating a Salesforce integration user allows you to configure a Salesforce connection with the correct permissions, and prevents your configuration from becoming disconnected if your Salesforce account is deactivated or your permissions change.

1. Sign in to Salesforce, then select Setup.
2. Click on Users in the sidebar, then choose New user.
3. Fill in all required fields.
4. Next to User licence, select Salesforce integration, and next to Profile, select API only system integrations.  
5. Click on Save. 

Step 2: Create and set integration user permissions

Your integration user for Slack will need Read and View all access to any Salesforce objects and fields that you plan to use in Slack. Here’s how to create a new permission set and assign it to your integration user:

1. From Salesforce, create a new permission set. Give your permission set a label, then click on Save.
2. From the permission overview, select Object settings.
3. Select Accounts from the list of settings.
4. Click Edit.
5. Below Object permissions, select the boxes next to Read and View all, then click on Save.
6. Select Opportunities from the object type drop-down menu.
7. Below Object permissions, select the boxes next to Read and View all, then click on Save.

Tip: You can also add Read and View all access to any other fields in your permission set that may be valuable for your team.

Connect Slack to Salesforce

Now that your Salesforce integration user is ready, you can start connecting your Salesforce org to Slack. You can connect up to 25 Salesforce orgs in Slack by repeating the steps below with additional orgs.

Step 1: Request a Salesforce connection in Slack

When you request a Salesforce connection in Slack, you can choose how your members’ Slack and Salesforce accounts will be connected. You can automatically configure member accounts using Email or SAML NameID fields in Slack, or manually configure them if you like.

Note: You can manually map member accounts in Slack once you’ve completed all three steps of the connection process.

Business+ subscription

Enterprise Grid subscription

1. Click your workspace name in the sidebar.
   
2. Hover over Tools & settings, then click Workspace settings.
3. Below Administration in the left sidebar, select   Salesforce organisations. If you don’t see the left sidebar, click on Menu in the top-left corner to find it.
4. Click on Connect Salesforce org in the top-right corner.
5. Enter your Salesforce org URL, then choose an option for the Account mapping field. Toggle Automatic account mapping off to manually map accounts.
6. Click on Request connection, then click on OK. Your request will be sent to Salesforce for approval. 

1. Click your organisation name in the sidebar.
   
2. Hover over Tools & settings, then click Organisation settings.
3. Choose   Salesforce, then select Org connections.
4. Click on Connect Salesforce org in the top-right corner.
5. Enter your Salesforce org URL, then choose an option for the Account mapping field. Toggle Automatic account mapping off to manually map accounts.
6. Click on Request connection, then click on OK. Your request will be sent to Salesforce for approval. 

Step 2: Approve the request in Salesforce

Once the request to connect has been made in Slack, a Salesforce admin can approve it.

1. Sign in to Salesforce, then select Setup.
2. Below Platform tools in the sidebar, select Slack, then click on Manage Slack connections.
3. Below User configuration, select a corresponding mapping field .
4. Below Integration user, choose the Salesforce integration user that you created in the first set of steps.
5. Tick the box to agree to the terms and conditions, then click on Approve.

Step 3: Activate the connection in Slack

Business+ subscription

Enterprise Grid subscription

Workspace owners and Salesforce admins can activate a pending Salesforce connection.

1. Click your workspace name in the sidebar.
   
2. Hover over Tools & settings, then click Workspace settings.
3. Below Administration in the left sidebar, select   Salesforce organisations. If you don’t see the left sidebar, click on Menu in the top-left corner to find it.
4. Select a pending connection.
5. Review the details of the connection, then click on Activate.

Org owners and Salesforce admins can activate a pending Salesforce connection.

1. Click your organisation name in the sidebar.
   
2. Hover over Tools & settings, then click Organisation settings.
3. Choose   Salesforce, then select Org connections.
4. Select a pending connection.
5. Review the details of the connection, then click on Activate.

Manually map member accounts

If you choose not to automatically map member accounts during configuration, you can manually map them in Slack. When you manually map members in Slack, they’ll be prompted to sign in to Salesforce to connect their Slack and Salesforce accounts. 

Business+ subscription

Enterprise Grid subscription

1. Click your workspace name in the sidebar.
   
2. Hover over Tools & settings, then click Workspace settings.
3. Below Administration in the left sidebar, select   Salesforce organisations. If you don’t see the left sidebar, click on Menu in the top-left corner to find it.
4. Select the Users tab.
5. Select Add individually and search for the member that you’d like to add. To add members in bulk, click Add by CSV and follow the prompts.

1. Click your organisation name in the sidebar.
   
2. Hover over Tools & settings, then click Organisation settings.
3. Choose   Salesforce, then select Org connections.
4. Select the Users tab.
5. Select Add individually and search for the member that you’d like to add. To add members in bulk, click Add by CSV and follow the prompts.

Remove member mapping

Salesforce admins can remove the mapping for a member and allow them to remap their accounts.

1. From Salesforce, select Set-up.
2. Below Platform tools in the sidebar, select Slack, then click on Manage Slack connections.
3. Select User mapping lookup.
4. Search for and select a member, then click on Done.
5. Click on Clear user mapping.

Assign access to Salesforce tools

You can manage access to Sales Elevate and Salesforce channels by assigning the Slack Sales Elevate permission set in Salesforce. Only members that are assigned access to Slack Sales Elevate will be able to use it. You’ll be charged for each member that you add.

1. From Salesforce, select Set-up, then click on Permission sets.
2. Select the Slack Sales Elevate user permission set.
3. Click on Manage assignments, then select Add assignments.
4. Select the users that you’d like to assign Sales Elevate access to, then click on Next.
5. If you like, choose a date for the user assignment to expire, then click on Assign.

Note: Learn how to set up Salesforce object lists, create custom notifications and more by visiting Manage Slack Sales Elevate.

Who can use this feature?

• Workspace owners (Business+), org owners and members with the Salesforce admin system role in Slack 
• Available on the Business+ and Enterprise Grid subscriptions with the Slack Sales Elevate add-on