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Slack Sales Elevate: Admin set-up guide

A guide for admins on how to set up Sales Elevate for Slack

How to set up Sales Elevate and Slack, from start to finish

You’re on your way to transforming every step of your organization’s sales processes and we’re here to help you every step of the way. As a Slack admin, you’ll need to partner with your Salesforce admins to complete the configuration. But don’t worry, it’s worth it – in fact, 80% of sales managers say Sales Elevate makes it easier to stay up to date on deals.

[aside headline="Download the PDF for a step-by-step guide to configuring Sales Elevate, including how to:" description="" bullets="Set up Salesforce for Sales Elevate | Connect Slack to Salesforce | Map opportunity fields | Manage suggested lists| Manage notification settings | Manage members" /]

Have additional questions on using Slack? Visit our Help Center or contact our support team.

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