Quick summary
This demo walks you through integrating Salesforce with Slack by installing the Salesforce app from the Slack App Directory and granting the required authorization permissions. Once connected, your team can surface Salesforce data and notifications directly inside Slack channels.
Steps
- Open the Slack search bar and search for Salesforce, then click on it to open the app listing.
- Click the 'Add to Slack' button to begin the installation process.
- Select 'Allow' to grant Salesforce access to your Slack workspace via the OAuth permissions screen.
- Click 'Allow' again on the Salesforce authorization page to confirm remote access permissions.
- Your Slack and Salesforce integration is now complete and ready to use.
