Sales Elevate is an add-on for Slack that deeply integrates with Salesforce Sales Cloud and allows teams to centralize information and processes right in Slack. Read on to learn how to set up and manage Sales Elevate for your Slack workspace or Enterprise Grid organization.
Tip: We recommend you set aside time to walk through the entire guided setup process. If you need to exit the process, refer to the steps below to get back on track.
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 your Salesforce account
To get started, you’ll need to connect Slack Sales Elevate to Sales Cloud.
From your desktop, click Sales at the top of your left sidebar.
Click Start Setup.
Select a Salesforce integration you’d like to use with Sales Elevate and click Connect.
Customize your opportunity fields, if you’d like, then click Save.
Set up suggested opportunity lists
To make finding relevant opportunities easier for your team, you can select up to five default opportunity lists to appear first when members view or update opportunities.
Click Sales at the top of your left sidebar.
Click Edit Admin Settings in the top right.
Click Opportunity lists, then select Manage Suggested Lists.
Search for an opportunity list and select it.
Click Save.
Tip: Click Preview in Opportunity Editor to see how your choices will appear to your members in Sales Elevate.
From your desktop, click Sales at the top of your left sidebar.
Click Edit Admin Settings in the top right.
Click Notifications.
Select Edit and follow the prompts to enable notifications in certain workspaces.
Click the toggle next to External channels to allow notifications in channels with external people.
Assign Sales Elevate access
Only members that are assigned access to Slack Sales Elevate will be able to use it.
Add members
Remove members
From your desktop, click Sales at the top of your left sidebar.
Click Edit Admin Settings in the top right.
Click People.
Select Add individually in the top right and search for the member you’d like to add. To add members in bulk, click Add by CSV and follow the prompts.
From your desktop, click Sales at the top of your left sidebar.
Click Edit Admin Settings in the top right.
Click People.
Click the three dots icon to the right of the person you’d like to manage and select Remove access. To remove members in bulk, select up to 10 members, then select Remove access.
