Slack integration with Salesforce: The complete guide on how to integrate Slack with Salesforce

[@yogsy27]

Amazing and detailed video helped me with the integration thank you for this video !!

[@sfhappio]

You're very welcome :-)

[@sodiporotimi598]

Thanks for the step to step guide. So much appreciated.

[@sfhappio]

You're very welcome!

[@strandboy23]

Wow, you covered a lot of ground in a cohesive way. It worked almost verbatim first time through (I had to manually activate one of my custom objects but that was good to learn). Very helpful, thank you!

[@sfhappio]

Thank you Sean!

[@aniruddhadeshmukh4035]

Thanks for this detailed video. There are so many videos on KZbin on the Slack integration but you covered it very well. I liked your pace and teaching method. Already subscribed to your channel and looking forward to learning more!

[@sfhappio]

You're very welcome!

[@kirthikoushika4974]

@@sfhappiowhy am I not getting slack setup app in 10:44

[@sfhappio]

@@kirthikoushika4974 Check if Slack really has been installed successfully. Go to Setup > Installed Packages to doublecheck!

[@artyoml]

awesome explanation, thank you!

[@AuxSouth]

Great Guide! Thanks a lot for sharing!

[@marcosdavidulloazurita3837]

Very well done guide. Thanks for sharing!

[@sfhappio]

Glad you enjoyed it!

[@IrinaUnal-t7m]

Thank you for so detailed video. Do I need an Admin account in Slack to set up integration? or any specific permissions?

[@marianafili7350]

Hi Very interesting video and very well explained! I have created a custom alert, but I don't see it from Slack. That could be happening?

[@Pegasus_1208]

Many thanks for sharing this. It is truly helpful. Could you please kindly advise: 1)in Salesforce, how can I check to which Slack workspace it is connected to? 2)In Slack, how can check which SFDC Orgs are connected to a specific Workspace? (Note: The above two questions are related to SFDC =>Slack connection, not Slack to SFDC connection)

[@marsdiscoverydistrictsales8634]

Thank you so much for putting this together - incredible overview with just the right level of detail!

[@puneetgaur8670]

Thanks for sharing slack integration with Salesforce. Can we send message to individual users rather than channel? I tried it for individual user but it didn't work. Please share your thoughts,.

[@pratikshajadhav2579]

Can you please add a video on how to add custom buttons in slack view, like approve, reject in addition to the view record in slack.

[@monicacordero5405]

Salesforce app is no longer available in Slack. Is there an updated approach?

[@sodiporotimi598]

Can't see the other videos you were referring to. Could you post the links here or include them on the description?

[@sfhappio]

Hi, please have a look here: kzbin.info/www/bejne/i3indYF7YtKXeNE I've summarized the ways how to use the integration. Is anything missing?

[@isaacmadearis7118]

great video

[@sfhappio]

Thank you Isaac, really appreciate the compliment :-)

[@kevinbrandes4248]

We use the Rethink CRM built ontop of Salesforce and the Slack integration only allows Admin users to push information from Slack into Salesforce. Advanced Users can push information from Salesforce into a Slack channel, but not vice versa. Any idea what approval the Admin may need adjust to allow non Admin users to have full functionality.

[@technaheed]

thank you for this video

[@connorjeffers4811]

Can you programmatically generate a Channel from a record? So for each open opportunity (or ideally a custom object) create a channel when it's created or hits a certain stage, and then embed that channel inside of the record in SFDC so people can interact with it in both places?

[@mohinipadma4715]

Is it possible to create alerts for other standard objects like Messaging session..?

[@pavanbandi7320]

How can i edit and create record and view any record in slack

[@naveenmosuru4556]

When a record is shown on a Slack channel, can fields be added or removed from the Opportunity or any other standard object layout?

[@sfhappio]

Answered you on the other video. This only works for custom objects (cia Custom object configuration in the slack setup)

[@stevechilcoat717]

Is it possible to modify the record fields that are shown in the slack message when you include a record reference? For example, my case slack messages always include Case Number, Status, Priority, and Subject. Is there any way to change which fields display. They do not appear to be tied to compact layouts.

[@sfhappio]

Hi Steve! Not for standard objects that are available out of the box. But with custom objects you can configure what fields are displayed (up to 9). Go to > Slack Setup > Custom Object Configuration > Edit Fields

[@stevechilcoat717]

@@sfhappio Thank you. That's good to know. A little frustrating that salesforce always seems to restrict standard objects like this though.

[@shoecraze8339]

I encounter this error "Your Salesforce Organization doesn't have the permissions to access this Slack app. For help, contact your Salesforce admin." anyone have the same issue?

[@swarnabhabandyopadhyay4121]

I have a requirement, for every new opportunity a new slack channel need to be created with the opportunity name. is that possible ?

[@sfhappio]

I don't think that creating a new channel can be done with this standard integration approach.