
Once that’s complete, members can follow the steps below to install the Salesforce app to Slack or connect their accounts if the app has already been installed to their workspace. Salesforce System Administrators can visit Configure Salesforce for use with Slack to install the Slack package in Salesforce, configure standard and custom objects, set user permissions, and more. Install and configure the Slack app for Salesforce The Salesforce app will prompt them to click the Connect button to authenticate.
Let members know that they can link their Slack accounts to the new Salesforce app by searching for and selecting the /salesforce slash command in the shortcuts menu. Uninstall the legacy Slack package, Slack Essentials Packaging Org Version 1.7, from Salesforce. When you're ready to migrate, follow the steps below to remove the legacy Salesforce app from your workspace: Remove the legacy app before installing the new app to avoid any errors. Note: When you install the new Salesforce app, the /salesforce slash command will immediately be linked to the new app. Once everything is working as expected, repeat the installation steps in your production Salesforce instance and workspace or Enterprise Grid organization. If you can, add the new Slack package to your Salesforce sandbox or development instance, then try out the new app in a test workspace. Get familiar with the new Salesforce app and Slack package for Salesforce and make sure the features your team needs are supported. To ensure that your migration goes smoothly, we recommend following this checklist: Tip: If you never used the legacy Salesforce app, skip ahead to install the current version of the app.
Slack customers who installed the legacy Salesforce app before October 2019 can follow the steps below to remove the legacy app and test the new app before starting the installation and configuration process. In October 2019, we released a new version of the Salesforce app to our App Directory, along with an updated Slack package for Salesforce. In order to use the Salesforce app for Slack, a Salesforce System Administrator will first need to install and configure the Slack app for Salesforce. Add Slack messages to Salesforce records.
View Salesforce records for standard objects and any configured custom objects.