Manage Slackbot access to connected Salesforce organizations
Manage Slackbot access to connected Salesforce organizations
Slackbot can find information from any Salesforce orgs connected to your Slack workspace or Enterprise organization. By default, Slackbot can create or update records. Owners and admins can restrict access to certain orgs if they'd like, and decide which Salesforce record actions Slackbot can take.
Note: When generating a response that includes Salesforce data, Slackbot will only include information available to people based on their permissions in Salesforce.
Manage Slackbot access
Business+ and Enterprise Select plans
Enterprise Grid and Enterprise+ plans
From your desktop, click Admin in the sidebar.
Select Manage Salesforce organizations from the menu.
Select a Salesforce org.
Click the Settings tab.
Click the toggle next to Allow Slackbot to access data from this organization.
From your desktop, click your organization name in the sidebar.
Hover over Tools & settings, then click Manage Salesforce organizations.
Select a Salesforce org.
Click the Settings tab.
Click the toggle next to Allow Slackbot to access data from this organization.
Choose whether Slackbot can manage records
If Slackbot has access to a Salesforce org, you can restrict Slackbot’s ability to take certain Salesforce actions or block it from taking record actions entirely. When your members ask Slackbot to take Salesforce actions, they’ll always be prompted to review and approve before any changes are made.
Business+ and Enterprise Select plans
Enterprise Grid and Enterprise+ plans
From your desktop, click Admin in the sidebar.
Select Manage Salesforce organizations from the menu.
Select a Salesforce org.
Click the Settings tab.
Next to Allow Slackbot to create, update, and delete records, click Edit.
Click Allowed in the drop-down menu, then select Allow only for some objects, Allow for all objects except excluded ones, or Not allowed.
Click Save.
From your desktop, click your organization name in the sidebar.
Hover over Tools & settings, then click Manage Salesforce organizations.
Select a Salesforce org.
Click the Settings tab.
Next to Allow Slackbot to create, update, and delete records, click Edit.
Click Allowed in the drop-down menu, then select Allow only for some objects, Allow for all objects except excluded ones, or Not allowed.
Click Save.
Who can use this feature?
Org Owners/Admins (Enterprise plans) and Workspace Owners/Admins (Business+ plans)
