Sales Elevate is an add-on for Slack that integrates with Salesforce Sales Cloud, allowing teams to centralise information and processes directly in Slack. With Sales Elevate, you can:
View and update Salesforce opportunities in Slack.
Create custom notifications to simplify administrative tasks and keep you on track towards your goals.
Set up key metrics to gain insight into your individual and team performance.
To get started with Sales Elevate, you’ll need to connect it to Sales Cloud by signing in to your Salesforce account.
Click on Sales in the sidebar.
Select Connect to Salesforce.
Sign in to Salesforce if you’re not already signed in, then click Allow.
View and update Salesforce objects
Sales Elevate allows you to view and update Salesforce opportunities in Slack. When you update opportunities in Slack, they’ll automatically update in Salesforce.
Desktop
Mobile
Click on Sales in the sidebar.
Select View opportunities in the top right.
Choose an opportunity list or search for a list in the drop-down menu.
Select an opportunity, then update the fields of your choice.
From the Home tab, tap Sales.
Tap Opportunities.
Choose a suggested opportunity list, or search for a list by tapping the magnifying glass in the top right.
Tap on a field to update it, or click the three dots icon in the top right for more options.
Create and manage notifications
Use notifications to create actionable reminders to update opportunities, stay informed on important deals and more. Notifications will appear under Sales notifications in Slack.
Create a notification
Delete a notification
Click on Sales in the sidebar.
Select Manage notifications.
Click Create notification.
Choose a template, then customise the notification if you like.
When you're ready, click Save Notification.
Click on Sales in the sidebar.
Click Manage notifications.
Hover over a notification, then click Delete.
Tip: You can also use Workflow Builder to send Sales Elevate notifications by selecting Salesforce to start your workflow and choosing Sales Elevate steps.
Set up key metrics
Use metrics to track your progress towards important sales targets. You can configure up to six metrics to appear in Your insights.
Click on Sales in the sidebar.
Under Your insights, click Add metric.
Add a Salesforce report link, then choose a metric and a name.
Note: You can view key metrics and notifications from the Slack mobile apps, but they can only be set up from your desktop.
