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How to Enable your Slack Workspace Integration with Salesforce
How to Enable your Slack Workspace Integration with Salesforce

This article helps you to complete the prior request Slack notification Workflows in Salesforce.

Engineering Swantide avatar
Written by Engineering Swantide
Updated over 2 weeks ago

Important Update: Discontinuation of Salesforce-Slack Managed Package on AppExchange

As of January 2024, the managed package integration between Salesforce and Slack has been officially deprecated on the Salesforce AppExchange. This notice is relevant exclusively to users who installed the package before its deprecation.

If you are trying to configure Slack for the First Time After January 2024 please refer to the following help center article.

In this article, you will learn how to connect Salesforce and Slack, so that you may request customized Slack notifications.

There are three general categories of messages:

1) messages to individuals

2) messages with record information to Slack Channels

3) more detailed messages that tag individual record owners to a Slack Channel.

Please navigate to the corresponding section for instructions.

Install the Slack for Salesforce AppExchange Package

Note: only one user needs to complete the steps below

Begin this process by having a SFDC Admin install the Slack Package to Salesforce by logging into SFDC and clicking on this link. Alternatively, your admin can visit the AppExchange in Salesforce and search for "Salesforce for Slack."

Then, connect Slack and Salesforce using the following instructions from Slack:

  1. Visit the Slack listing in the AppExchange.

  2. Click Get It Now to install the package to your production or sandbox environment.

  3. Select Install for Admins Only.

  4. Click Install.

  5. Review the list of third-party websites and check the box next to Yes, grant access to these third-party websites.

  6. Click Continue.

  7. Once installation is complete, click Continue to Setup Assistant.

Once you have installed the AppExchange package, complete the Initial Slack Setup Steps Salesforce:

  1. Navigate to Setup (gear icon in the top right corner of your Salesforce)

  2. Search for "Initial Slack Setup" in the Quick Find box (upper left corner of the screen)

  3. Click on Initial Slack Setup, and the following screen will appear. Please complete all the Setup Steps.

Connecting Slack to your Salesforce Environment

Next, you'll need to install the Salesforce connection in Slack.

The first app you'll need to install is the Salesforce for Slack baseline app, which you can find by following this link. The baseline app will establish a connection between the two applications.

The next app you'll need to install is the Sales Cloud for Slack App, which you can find by following this link. This app allows for more dynamic configurations of Slack Messages by using Salesforce Flows.

Once all of these steps are complete, reach out to your CSM to configure your desired message! In this request, please include the following:

  1. The exact verbiage and fields that you want included in the message

  2. The Channel ID of the Slack Channel where you want to send the message

  3. The Workspace ID (which will always be the same).
    ​See section Extracting Channel & Workspace IDs

For Detailed Messages that Tag Individual Record Owners in a Channel:

Once a designated user has finished the steps above, then each user of the Slack <> SFDC must connect their individual Slack account to Salesforce so that @ mentions can match between a Slack User Id and Salesforce User Id. To do this, each user should take the following steps:

  1. Navigate to this link

  2. Install the SFDC app in Slack

And that's it! The difference here is that, in addition to the first steps taken by an Admin, each user must setup their unique connection.

Once all of these steps are complete, you can request the Swantide Workflows for Slack Notifications! Set up requires you to input your individual Channel and Workspace IDs, by following the steps below:

For Sending a Detailed Message to an Individual in Slack:

Note: An Example of this workflow can be detailed in the following article.
​

  1. In Salesforce launch the App Launcher (upper left corner of your instance)

  2. Search for Slack Setup

  3. Click on Slack Setup

  4. Complete the following steps

  5. Note: Step 5 (Automation Configuration) is where you will be setting up your Salesforce User's Message Destination Ids. These Ids will be used in Swantide Workflows

  6. When you Edit Automation Configuration, you should see the following screen

    2. Click "+ New Message Destination"

      1. In the Message Destination Name - enter the exact name of the Salesforce User. Found in Setup > User

        1. Select your Slack Workspace

        2. Under Slack Channel or Person - enter their Slack Name

        3. If done correctly it should look like this!

Extracting Channel & Workspace IDs:

Workspace ID:

  1. Navigate to your web browser version of slack

  2. Login to your environment

  3. Look at the URL of your browser, the 11 digit code after app.slack.com/client is your workspace ID

Below is an example of how you would find you Workspace ID and Channel ID if you were to locate this in the Slack Browser.

Channel ID:

From the Web Browser:

  1. Navigate to your web browser version of slack

  2. Login to your environment

  3. Look at the URL of your browser, the second URL snippet 11 digit code after app.slack.com/client/workspaceid/channelid is your Channel ID (shown above)

From the Slack App:

  1. Navigate to your Slack Channel

  2. Click the Channel Name and Navigate to the about section

  3. Scroll to the bottom to see the Channel ID

Related Articles
Slack Notification for Opportunity Stage Change
Intercom <> SFDC Integration Guide
Outreach <> SFDC Integration Guide
Add Your Company Logo to Your Salesforce
Setting up Swantide Slack Workflow
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