As of January 2024, the managed package integration between Salesforce and Slack has been officially deprecated on the Salesforce AppExchange. These set of instructions are for End Users who have not installed the Slack Managed Package in their Salesforce Environment prior to January 2024.
Steps to Take in Salesforce Before Enabling Swantide Slack Workflows:
Install Slack Private Listing AppExchange Product:
Navigate to the Legacy Slack Managed Package from Slack in the AppExchange.
Configure the Slack App Setup:
Once you have installed the AppExchange package, complete the Slack App Setup Steps Salesforce:
Navigate to Setup (gear icon in the top right corner of your Salesforce)
Search for "Slack App Setup" in the Quick Find box (upper left corner of the screen)
Click on "Slack App Setup"
Review Documentation and Resources
Agree to Terms and Conditions
Enable Slack Apps
Once you have Enabled Slack Apps in Step 3(c), Salesforce will create permission sets that you will need to assign Salesforce users to who will be part of Slack Notification.
Assign Salesforce Users to Slack Permission Set:
Navigate to "Permission Sets" in Salesforce and search the following Permission Sets:
Slack Standard User
Sales Cloud for Slack
Add these users in scope to the permission set by navigating to "Manage Assignments"
Within the "Manage Assignments" view, add users to the Permission set by clicking on "Add Assignments"
From there you can select the people you want to assign and click "Next" and then click "Assign" in the next screen.
Once these steps are completed, next is to connect the Slack Companion Apps to Salesforce from Slack to establish a connection.
Connecting Slack to your Salesforce Environment
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.
Updating the Slack Auth Page Layout:
Go to Object Manager in Setup and search for Slack Auth. Within the Slack Auth Object, click on Page Layouts, and select the Slack Auth Layout.
At a minimum, add the following fields onto the Page Layout:
User (Lookup field to Salesforce User Record)
Slack User Id (Free text field)
Ensuring the right "@" mentions are being tagged to Salesforce Users in Slack
Once the apps are connected, you will need to map Slack Users Ids to Salesforce Users Ids under the Object "Slack__Auth_V2__c" as new records.
Add the Slack Auth Tab by navigating to Setup, searching for "Tabs" and clicking "New". When presented with the "New Custom Object Tab" select "Slack Auth" as the Object and select an Icon of your choosing.
Follow the wizard to complete the creation of the Tab.
Once the Tab is exposable, 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.
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.
