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Salesforce for Slack

Use Salesforce and Slack together to manage your sales pipeline or customer service more efficiently. The Salesforce app for Slack is available for all Salesforce Editions (except Salesforce Essentials) and supports Sales Cloud and Service Cloud on both the Lightning and Classic Experiences.

Note: We've released a new version of the Salesforce app for Slack, and ended support for the legacy version in May 2020. 

How it works

There are two apps that connect Salesforce and Slack. Each app provides different functionality:

The Slack app for Salesforce
  • Available in Salesforce AppExchange
  • View Slack messages associated with a record
  • Send Salesforce records to Slack
  • Set up record alerts in Slack channels
The Salesforce app for Slack 
  • Available in the Slack App Directory
  • View Salesforce records for standard objects and any configured custom objects
  • Route relevant alerts to channels
  • Add Slack messages to Salesforce records

In order to use the Salesforce app for Slack, a Salesforce System Administrator will first need to install and configure the Slack app for Salesforce.


Migrate from the legacy Salesforce app

In October 2019, we released a new version of the Salesforce app to our App Directory, along with an updated Slack package for Salesforce. Slack customers who installed the legacy Salesforce app before October 2019 can follow the steps below to remove the legacy app and test the new app before starting the installation and configuration process.

Tip: If you never used the legacy Salesforce app, skip ahead to install the current version of the app.

What to consider before migrating

To ensure that your migration goes smoothly, we recommend following this checklist:

  • Get familiar with the new Salesforce app and Slack package for Salesforce and make sure the features your team needs are supported. 
  • If you can, add the new Slack package to your Salesforce sandbox or development instance, then try out the new app in a test workspace. Once everything is working as expected, repeat the installation steps in your production Salesforce instance and workspace or Enterprise Grid organization.

Note: When you install the new Salesforce app, the /salesforce slash command will immediately be linked to the new app. Remove the legacy app before installing the new app to avoid any errors.

Step 1: Remove the legacy app

When you're ready to migrate, follow the steps below to remove the legacy Salesforce app from your workspace:

  1. Visit the Salesforce (Legacy) page in the Slack App Directory.
  2. Next to Remove Application, click the Remove App button.
  3. Click Remove App to confirm. 

If you used the Salesforce Chatter Connector along with the legacy app, you'll need to remove it from your workspace by following the same steps above.

Step 2: Install the new app

Follow the steps below to install the new Slack package to Salesforce and the new Salesforce app to Slack.

Step 3: Finish the migration process

Once you've removed the legacy app from Slack, installed the new app, and added the new Slack package to Salesforce, there are two final steps to complete your migration:

  1. Uninstall the legacy Slack package, Slack Essentials Packaging Org Version 1.7, from Salesforce. 
  2. Let members know that they can link their Slack accounts to the new Salesforce app by searching for and selecting the /salesforce slash command in the shortcuts menu. The Salesforce app will prompt them to click the Connect button to authenticate.  

 

Install and configure the Slack app for Salesforce

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. Once that’s complete, members can follow the steps below to install the Salesforce app to Slack or connect their accounts if the app has already been installed to their workspace.

Tip: If you’re on Slack's Enterprise Grid plan, you can install the Salesforce app at the org level and add it to any workspaces that need access to Salesforce from the admin dashboard.

 

Install the Salesforce app for Slack

Check with a Salesforce System Administrator to make sure the Slack app for Salesforce has been installed and properly configured before installing the Salesforce app to your Slack workspace.

  1. Visit the Salesforce page in the Slack App Directory.
  2. Click Add to Slack.
  3. You’ll be taken to the Salesforce app landing page. From there, click Add to Slack.
  4. Follow the prompts to authenticate your Salesforce account and finish installing the app. 

Tip: Before connecting Slack to your production Salesforce instance, you can test your setup. To do so, click the Connect to a Salesforce sandbox org? link below the Add to Slack button on the app landing page.

 

Connect your Salesforce and Slack accounts

Once both apps have been installed, connect your Salesforce and Slack accounts.

  1. From the Slack desktop app, click  Apps at the top of your left sidebar. If you don't see this option, click  More to find it.
  2. Search for and select Salesforce.
  3. From the app's Home tab, click Connect Account
  4. Once Slack and Salesforce are connected, click Open Slack to return to Slack.

Note: You can also connect Slack and Salesforce by clicking on a Salesforce alert in a channel, then following the prompts to authenticate Slack with your Salesforce account.

 

Search and share Salesforce records in Slack

By default, the Salesforce app will return search results for six standard Salesforce objects:

  • Account
  • Case
  • Contact
  • Lead
  • Opportunity
  • Task

You may be able to search for custom objects if your Salesforce System Administrator has configured them in Salesforce. We recommend contacting your System Administrator if you’d like to request access to specific custom objects in Slack.

To search for and share a Salesforce record in Slack, follow the steps below:

  1. Click the  lightning bolt icon to the left of the message field to open the shortcuts menu.
  2. Search for and select Find and share a record from the menu.
  3. Below Search records, enter the name of the record you’re looking for (or select it from the drop-down menu).
  4. Click View record
  5. Click Share
  6. Choose a conversation from the drop-down menu and click Share.
  7. Click Done.


Set up Salesforce alerts in Slack

There are three types of Salesforce alerts you can set up in your workspace:

  • My Alerts send you a message when records assigned to you change.
  • Channel Alerts send messages to a channel when a single record or object you’ve selected changes.
  • Bulk Alerts send messages to a channel when a certain record type you’ve selected changes.

Note: Salesforce alerts in both public and private channels will appear as messages from you, since the Salesforce app may not have access to all channels in your workspace. 

Manage My Alerts

By default, you’ll receive a message from the Salesforce app when a record is assigned to you in Salesforce. To manage other alerts for standard and custom object record changes in Slack, follow the steps below:

  1. From your desktop, click  Apps at the top of your left sidebar. If you don’t see this option, click  More to find it.
  2. Search for and select Salesforce.
  3. From the app’s Home tab, click Set Up My Alerts.
  4. Check the box next to each alert you’d like to receive.
  5. Click Save.


Set up channel alerts

To post Salesforce record changes to a channel in Slack, you can set up a channel alert:

  1. Click the  lightning bolt icon to the left of the message field to open the shortcuts menu.
  2. Search for and select Add/edit alerts for a channel from the menu.
  3. Choose a channel from the drop-down menu.
  4. Click Add a record.
  5. Below Search records, select a record from the drop-down menu.
  6. Click View record.
  7. Click Add to [channel name].
  8. Check the box next to each alert you’d like to post to the channel.
  9. Click Save.

Tip: To set up a channel alert from Salesforce, click the Slack Alerts button from any record and select a channel.

Set up bulk alerts

Create a bulk alert to post updates about all records of a particular type to a channel.

  1. From your desktop, click  Apps at the top of your left sidebar. If you don’t see this option, click  More to find it.
  2. Search for and select Salesforce.
  3. From the app’s Home tab, click Add Bulk Alert.
  4. Select a channel from the drop-down menu, then click Next.
  5. Choose a record type, then click Next.
  6. Click Add to [channel name].
  7. Uncheck the box next to any changes you don’t want to post to the channel as part of your bulk alert.
  8. Click Save.

Note: If alerts you’ve set up stop working, ask your Salesforce System Administrator to reauthorize the connection to Slack from System Connections in the Slack Setup assistant. If that doesn’t fix the problem, contact our Support team for help.

 

Send messages to Salesforce or Slack

Whether you’re working in Slack or Salesforce, it’s easy to send relevant information between services. 

Send Slack messages to Salesforce

Use the Add to Salesforce message shortcut to attach a Slack message to the Related Slack Messages component of any record in Salesforce.

  1. Find the Slack message you’d like to send to Salesforce.
  2. Click the   three dots icon, then click Add to Salesforce.
  3. Search for a record, then select it from the drop-down menu.
  4. Click Add.

Send Salesforce records to Slack

Use the Send to Slack action to send records from Salesforce to Slack.

  1. Find the record you'd like to send to Slack.
  2. At the top of the page, click the Send to Slack button.
  3. Select a workspace, then pick the channel or person you’d like to send the record to.
  4. Click Send to Slack.

 

Disconnect your account

If you no longer want to use the Salesforce app in Slack, you can disconnect your account. This will not uninstall the app from your workspace.

  1. From your desktop, click  Apps in the left sidebar. If you don't see this option, click  More to find it. 
  2. Search for and select Salesforce.
  3. From the app's Home tab, click Disconnect Account
  4. Click Disconnect to confirm.

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