Sales Elevate is an add-on for Slack that integrates with Salesforce Sales Cloud and allows teams to centralise information and processes directly in Slack. Read on to learn how to set up and manage Sales Elevate for your Slack workspace or Enterprise Grid organisation.
Tip: We recommend that you set aside time to go through the entire guided set-up 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 on Sales in the sidebar.
Click Start set-up.
Select a Salesforce integration that you’d like to use with Sales Elevate and click Connect.
Customise your opportunity fields, if you like, then click Save.
Set up suggested opportunity lists
To make it easier for your team to find relevant opportunities, you can select up to five default opportunity lists to appear first when members view or update opportunities.
Click on 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 on 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 on 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 customise it.
Click Save notification.
Manage custom notifications
Sales admins can edit or delete any admin-created notifications.
Click on 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 organisation 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 subscription, you can choose which workspaces are able to receive these notifications.
Click on 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 subscription, 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 that you add.
Add members
Click on 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 that you’d like to add. To add members in bulk, click Add by CSV and follow the prompts.
Remove members
Click on Sales in the sidebar.
Select Edit sales settings in the top right.
Click People.
Click the three dots icon next to the person that you’d like to manage and select Remove access. To remove members in bulk, select up to ten members, then select Remove access.
