Sales Elevate is an add-on for Slack that 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.
To get started, you’ll need to connect Slack Sales Elevate to Sales Cloud.
Click Sales in the 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 in the sidebar.
Select Edit sales 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 in Sales Elevate.
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.
Click Sales in the sidebar.
Select Edit sales settings in the top right.
Click Notifications.
Next to Admin-created notifications, click Manage.
Click Create notification.
Choose a template, then select from the options to customize it.
Click Save notification.
Manage custom notifications
Sales Admins can edit or delete any admin-created notifications.
Click Sales in the sidebar.
Select Edit sales settings in the top right.
Click Notifications.
Next to Admin-created notifications, click Manage.
Click the three dots icon next to a notification.
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.
Manage notification settings
You can decide whether Sales Elevate notifications are allowed in channels with external members. On the Enterprise Grid plan, you can choose which workspaces are able to receive these notifications.
Click Sales in the sidebar.
Select Edit sales settings in the top right.
Click Notifications.
Click the toggle next to External channels to allow notifications in channels with external people.
On the Enterprise Grid plan, select Edit and follow the prompts to enable notifications in certain workspaces.
Assign Sales Elevate access
Only members that are assigned access to Slack Sales Elevate will be able to use it. You'll be charged for each member you add.
Add members
Click Sales in the sidebar.
Select Edit sales settings in the top right.
Click People.
Select Add Individual 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.
Remove members
Click Sales in the sidebar.
Select Edit sales settings in the top right.
Click People.
Click the three dots icon next to 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.
