Sales Elevate is an add-on for Slack that deeply 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 into your Salesforce account.
From your desktop, clickSales at the top of your left sidebar.
Click Connect to Salesforce.
Sign in to Salesforce if you’re not already signed in, then click Allow.
View and update opportunities
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
ClickSales at the top of your left sidebar.
Click View opportunities in the top right.
Select 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
From your desktop, click Sales at the top of your left sidebar.
Click Manage notifications.
Click Create notification.
Choose a template, then customise the notification if you like.
When you're ready, click Save Notification.
Click Sales at the top of your left sidebar.
Click Manage notifications.
Hover over a notification, then click Delete.
Note: You can view key metrics and notifications from the Slack mobile apps, but they can only be set up from your desktop.
Set up key metrics
Use metrics to track your progress towards important sales targets. You can configure up to three metrics to appear in Your insights.
From your desktop, click Sales at the top of your left sidebar.
Under Your insights, click Add metric.
Add a Salesforce report link, then choose a metric and a name.
