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    4. Manage Slack Sales Elevate

Manage Slack Sales Elevate

Who can use this feature?

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 organization.

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   Sales in the sidebar.
  2. Select the   gear icon.
  3. Click the Salesforce org drop-down menu and select Add Salesforce org.
  4. Select   Add a new Salesforce org, then click 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 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   Sales in the sidebar.
  2. Select the   gear icon.
  3. Click   Salesforce lists in the settings window.
  4. Click   Add object.
  5. Select a Salesforce object. If you’d like, suggest default lists for your object.
  6. Click Save.

Note: To remove a Salesforce object, click the   three dots icon next to it, then click 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   Sales in the sidebar.
  2. Select the   gear icon.
  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 customize it.
  7. Click Save notification.


Manage custom notifications

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

  1. Click   Sales in the sidebar.
  2. Select the   gear icon.
  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 organization 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 plan).

  1. Click   Sales in the sidebar.
  2. Select the   gear icon.
  3. Click   Notifications.
  4. Next to Channel restrictions, click Edit.
  5. Select a channel type.
  6. Check or uncheck the box next to Include Slack Connect external channels.
  7. Click Save. 
  1. Click   Sales in the sidebar.
  2. Select the   gear icon.
  3. Click   Notifications.
  4. Next to Workspace restrictions, click Edit. 
  5. Select the workspaces you'd like to enable notifications for.
  6. Click Save. 

Note: Configure a Slack Record Layout in Salesforce to customize the fields and notifications that members can edit in Slack.


Manage deal celebrations

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

Note: If your organization uses custom stage fields, you can choose a custom stage for “win”.

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