Slack Sales Elevate: Setup guide
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 configure Sales Elevate for your Slack workspace or Enterprise Grid organization.
Prepare your Salesforce org
To begin the setup process, you’ll need to take a few administrative steps in Salesforce.
Note: You’ll need to be a System Administrator in Salesforce to configure Sales Elevate for your workspace or Enterprise Grid org.
Step 1: Create a Salesforce System User
Creating a Salesforce System User allows you to configure Sales Elevate with the correct permissions, and prevents your configuration from becoming disconnected if your Salesforce account is deactivated or your permissions change.
- Sign in to Salesforce, then select Setup.
- Click Users in the sidebar, then choose New User.
- Fill in all required fields. Choose any values you like but make sure you have access to the email inbox you provide for Email and choose Standard User for the Profile field.
- Click Save to finish.
Note: Be sure to verify your System User account from the email invitation and create a password so you can connect your Salesforce org with Slack.
Step 2: Allow your System User to bypass SSO
If your organization uses single sign-on (SSO) to sign in to Salesforce, you’ll need to allow your System User to bypass SSO to complete the authentication flow. Here’s how to create a profile that bypasses SSO and assign it to your System User:
- From Salesforce, create a clone of the Standard User profile. Enter a Name for your profile, then click Save.
- From the profile overview, choose System Permissions.
- Uncheck the box next to Is Single Sign-on enabled, then click Save.
- From Setup, select User.
- Click Edit next to your Slack Sales Elevate System User.
- Click Profile, then select the profile you just created.
- Click Save.
Step 3: Create and set System User permissions
Your Sales Elevate System User will need Read and View All access to any Salesforce objects and fields that you plan to use in Slack. Here’s how to create a new permission set and assign it to your System User:
- From Salesforce, create a new permission set. Give your permission set a label, but don’t adjust any other fields, then click Save.
- From the permission overview, select Object Settings.
- Select Accounts from the list of settings.
- Click Edit.
- Below Object Permissions, select the boxes next to Read and View All, then click Save.
- Select Opportunities from the object type drop-down menu.
- Below Object Permissions, select the boxes next to Read and View All, then click Save.
Tip: You can also add Read and View All access to any other fields in your permission set that may be valuable for your team.
Connect Slack to Salesforce
Now that your Salesforce System User is ready, you can start connecting your Salesforce org to Slack.
Step 1: Assign Sales Admin role
To configure and manage Slack Sales Elevate, you need to be a Sales Admin in Slack. Here’s how to assign the Sales Admin role to yourself or other members.
Business+ plan
Enterprise Grid plan
Assign yourself the Sales Admin role if you have permission, or find a Workspace Owner to ask for help.
- Click your workspace name in the sidebar.
- Hover over Tools & settings, then click Workspace settings.
- Below Administration in the left sidebar, select Manage permissions. If you don’t see the left sidebar, click Menu in the top-left corner to find it.
- Click Roles.
- Next to the system role you’d like to assign, click the three dots icon and select Assign members.
- Select members, then click Assign.
Assign yourself the Sales Admin role if you have permission, or find an Org Primary Owner (or org-level Roles Admin) to ask for help.
- Click your organization name in the sidebar.
- Hover over Tools & settings, then click Organization settings.
- Choose People, then select Manage permissions.
- Under Manage permissions, click Roles.
- Next to the system role you’d like to assign, click the three dots icon and select Assign members.
- Select members, then click Next.
- Choose whether these members will manage the org or specific workspaces, then click Save.
Step 2: Connect your Salesforce org to Slack
Once you're a Sales Admin, you'll see the Sales icon in your sidebar. If you don't see the icon try refreshing Slack by pressing Cmd + Shift + R (Mac) or Ctrl + Shift + R (Windows). Here's how to connect your Salesforce org to Slack:
- Click Sales in the sidebar.
- Click Start Setup.
- Click Add a new Salesforce org, then click Connect.
- Choose whether your Salesforce Org is a Production or Sandbox environment, then click Continue.
- Click Login to Add, then follow the prompts to login to the Salesforce System User you created in the first set of steps.
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.
Step 3: Map opportunity fields
To manage opportunities in Slack, select a Salesforce object to use. The object you choose will enable the notification templates that are available in Sales Elevate, such as notifications about Amount, Stage, or Close date changes.
- Click Sales in the sidebar.
- Click the gear icon, then click Map fields.
- Select an Opportunity object from the drop-down menu then choose how fields are mapped.
- Click Save, then select Update to finish.
Note: Learn about connecting additional Salesforce orgs, assigning member access, and more by visiting Manage Slack Sales Elevate.
- Members with the Sales Admin role in Slack and Admin role in Salesforce
- Business+ and Enterprise Grid plans