While working as a system admin, I faced a situation where our sales team was using Salesforce to manage all customer details and Slack for daily communication.
I want our team to receive a Slack message whenever something important happens in Salesforce, such as a new lead being created or a case being updated.
By integrating Salesforce and Slack, these updates will automatically appear in the Slack channel. This helps the team see changes instantly and take quick action without needing to navigate Salesforce.
In this article, we will learn about Salesforce and Slack Integration. In this, I will explain the steps to install the Slack connector package to integrate Slack with a Salesforce org and create a Slack instance using Trailhead.
Salesforce and Slack Integration – Steps Explained
Below, I will explain how to install the Slack connector package in the Salesforce org, create a Slack instance using the Trailhead module, and then integrate Slack with the Salesforce org.
Install Slack Platform Connector Package in Salesforce Org
First, let’s understand how to install the required Slack connector package in Salesforce so that we can integrate our Salesforce org with Slack.
Navigate to the Trailhead module to install the Slack Platform Connector package in Salesforce.
As you scroll down, you will see the “Install the Slack Platform Connector” section. Here, click the ‘this’ link, which contains the installation link for the connector.
Log in with your Salesforce credentials to install the connector in your Salesforce org.
Here, you need to select who should have access to the Slack Platform Connector. I selected “All Users”, then checked the acknowledgement checkbox, and finally clicked the Install button.
Once the installation is finished, click Done to continue.
You will be redirected to the Installed Packages page in your Salesforce org, where you will find the Salesforce Platform Connector package.
In this way, we can install the Slack platform connector package in Salesforce to establish a connection to Slack.
Set Up Slack to integrate with Salesforce
Now, let’s learn how to set up Slack and integrate it with the Salesforce org. If you already have a Slack account, you can skip this step and move ahead.
Go to the trailhead module to create the Slack instance. As you scroll down, you will see the Request Connection to Salesforce. From there, you can create the Slack instance.
Check the checkboxes and click the Create Slack Playground button.
Next, you will see the Launch button, which will redirect you to the Slack workspace. When creating a Slack instance for hands-on practice in Trailhead, it already provides some users in the workspace.
First, click the ‘I Agree’ button to proceed.
This is how we can create a Slack instance using the Trailhead module. Next, we will learn how to connect Slack with the Salesforce org.
Integrate Salesforce Org with Slack
Next, we will go through the steps to integrate Slack with your Salesforce org, enabling Salesforce users to receive real-time updates, collaborate on records, and take actions directly from Slack.
After clicking the “I Agree” button, you will be directed to the Slack interface. Here, you can see user chats and settings. You can check the users provided by Trailhead for practice, explore channels, and see how messages work.
This will help us prepare Slack to integrate easily with your Salesforce org.
Click the user dropdown -> Tools and Settings -> Manage Salesforce Organisations. You will only find these options if you are an admin in Slack.
Now, navigate again to the Salesforce org. To integrate the Salesforce org with Slack, we need the Salesforce domain.
To access the domain, navigate to Setup -> in Quick Find, search for ‘My Domain‘ -> under Company Settings, you will find My Domain; click on it.
You will see the Current My Domain URL. You need to copy the URl.
Next, as you navigate to Slack, you will see the option Connect Salesforce Org Click on it.
Then, paste the copied Domain URL into the Salesforce Org to Connect field. This tells Slack which Salesforce org it should connect with.
Then click the Request Connection button to send the request to Salesforce to connect or integrate Slack with Salesforce.
Next, you will see a message indicating that the connection request has been set to the Salesforce org. From the Salesforce org, the admin must approve ot reject this request.
To approve the request connection sent by the Slack admin, you need to navigate to the Salesforce org.
Again, in Quick Find, search for “Manage Slack Connection” and click it. You will see the Slack Org ID along with the approval options. To connect the requested Slack workspace to your Salesforce org, check the Agree checkbox, then click Approve.
After approving the Slack connection request, you will see the status saying “Waiting for activation by Slack Admin.”
This means that even after Salesforce approves the connection, the Slack admin still needs to activate it to complete the integration.
As you navigate to the Slack workspace again, you need to refresh the page, and you will see the Salesforce org that has approved the Slack connection request.
Then, to activate the connection between Salesforce and Slack, you need to click the View Details button.
Here, you will see the “Activate” button. Click on it to establish the connection between Slack and your Salesforce organisation.
Again, click the Activate button to proceed.
You can then see that the Salesforce org has been successfully integrated with Slack.
Also, as you navigate to the Salesforce org in the Manage Slack connection, you will see the Status Connected.
This is how you can successfully integrate Slack with your Salesforce org.
Conclusion
I hope you have got an idea about Salesforce and Slack Integration. In this, I have explained the steps to install the Slack platform connector package, which helps connect Slack with a Salesforce org, and create a Slack instance using Trailhead.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
