realgre.blogg.se - Salesforce slack

If automatic activation fails, you'll need to activate the object manually to make it accessible in your Salesforce org.

Click the Activate link, then select Automatic Activation.

Check the boxes next to the additional fields you'd like to display with the record name in Slack.

Choose the object you'd like to enable from the drop-down menu.

If you don't need to configure a particular setting, click Continue to start the step, then click Finish to move on to the next one.

You’ll also have the option to configure the settings below: Step 4: Configure the connection between Salesforce and SlackĪfter the Slack package is installed to Salesforce and users have been assigned the permission set, use the Setup Assistant to configure the connection between your Salesforce org and Slack. Below Manage Users, select Permission Sets.From the left sidebar, click the arrow next to Manage Users.To select users, check the box next to their names, then click Assign.Check the box next to Slack Standard User, then click Slack Standard User.Using Quick Find in the top left, search for Permission Sets.

Click the gear icon in the top right and select Setup.