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Adding Slack User Authorizations
Adding Slack User Authorizations

If using Slack Workflows to tag individual employees in channels, you'll need to take the steps below to link Slack users with SFDC users

Engineering Swantide avatar
Written by Engineering Swantide
Updated over a week ago

After deploying the Slack Authorization Object Updates Workflow, navigate to your Sales App, click under "More" and select "Slack Auth"

If you do not see the Tab, add the Tab in your UI by clicking on the Pencil Icon next to "More" to add it in your Navigation Bar.

Once you are able to get to Slack Auth's" create new records by clicking "New".

When creating a New Record, you will be creating a Slack Association user record to Salesforce. Therefore, under Slack User Id, enter in the Slack User Id of the User and then select the Salesforce User that the Slack User Id belongs too. This will then properly map the User Id of the User when a Slack Notification contains "@" mentions to the Salesforce User in Scope.

How to Get Slack User Ids:

Export all Slack User IDs:

In order to map Slack User Ids to Salesforce User Ids under Slack Auth, you can export your list of Slack Users by following these instructions.

You can manually map your Slack User Ids to Salesforce Users one by one by creating new records under the Slack Auth Tab in Salesforce or inserting them through the Data Import Wizard.
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To Get Individual Slack User IDs:

To get the individual Slack User Id in Slack instead of an Exported List, you can click on the User Profile in Slack and select the 3 dotted ellipsis to copy the Member Id. As shown below.

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