Salesforce app will also ask for your permission to allow Slack to access your account. In the Salesforce chat window, click on Connect Account under the heading that says “Connect your Salesforce account.”Ĭlick Allow to accept any permission requests by Slack. Go to your Slack workspace and click on the Salesforce icon in the Apps section. Now that you’ve successfully installed the Slack and Salesforce apps, it’s time to complete the integration process by connecting your Slack and Salesforce accounts. Step 3: Connect Your Slack And Salesforce Accounts Choose the best option for you and click Install.Īccept any other prompts or permission requests during the installation process and return to your Slack window once the installation is complete. Click Install Here under “Install in This Org.”Īccept the terms and proceed with the installation by clicking Confirm and Install.įinally, Salesforce gives you the option to install the Slack app only for admins, specific users, or all users. Salesforce recommends you do the latter to ensure there are no issues with the integration.įor this tutorial, we’ll walk you through the live version. Next, you’ll get the choice of installing the Slack app directly to your production environment or testing it in a sandbox first. ![]() You will now be required to sign in to your account once again. Here are the installation steps you need to follow.Ĭlick on the menu icon and go to the App section. For this, you’ll need a Salesforce System Administrator to install and configure the Slack app in Salesforce because only they have the necessary permissions. The second step in integrating Slack with Salesforce is to install the Slack app for Salesforce. Step 2: Install The Slack App To Salesforce Now that we’ve completed step 1, we’ll move to the next step. The Salesforce app is now installed on your Slack account, and you can see it listed under the Apps heading in your Slack workspace.Īs I’ve already mentioned, this is only the first step in the Slack-Salesforce integration. Grant the necessary permissions to complete your app installation by clicking Allow. Click Add to Slack under Step 1 to proceed. When you scroll down this page, you’ll see the Salesforce app’s installation button under Step 1. You will be routed to another dedicated page for Slack’s Salesforce app. Click on Add to Slack to start the installation process. This will take you to the Slack app directory page of the Salesforce app. In the search box, search for Salesforce.Ĭlick on the Add button under Salesforce. This will take you to the Slack app search page. Open Slack and sign in to your workspace.Ĭlick on Add apps under Apps in the left menu on your screen. Here’s how to install the Salesforce app. You can search for the app in Slack’s app directory. Slack recently updated the Salesforce app and added several new functions and features to it. The first step of Slack-Salesforce integration is to install the Salesforce app to your Slack account. Step 1: Install The Salesforce App To Slack In the following sections, I’ll cover how you can successfully integrate these apps. Slack recommends that you first add the Slack app to Salesforce in sandbox or development mode and ensure that all functions are working correctly before repeating the installation process in your production Salesforce instance. This app requires access to the Salesforce API, which means it works with the Professional, Enterprise, Unlimited, or Developer Editions of Salesforce. Once you install both the apps, you’ll need to connect your Slack and Salesforce accounts and assign the required permissions to fully integrate these tools. To send/receive alerts and execute commands without any restrictions, you’ll need to install the Salesforce app to your Slack account and then install the Slack app to your Salesforce account. Slack’s integration with Salesforce works slightly differently from other apps. Understand How Slack and Salesforce Work Together In this detailed tutorial, I’ll share how to integrate Slack with Salesforce, the things you need to consider during integration, and the common problems users face while using Salesforce through Slack. Using both of these products together can streamline communication across your key organizational teams and drastically improve customer relationships. ![]() Salesforce is among the world’s leading customer relationship management tools, while Slack is one of the most popular workplace communications apps.
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