---
schema_version: "1"
id: 2013abb481f045a5f46aad9ff1f5cf306d6a48c3f5603555dfd2eb4df178ac66
title: Slack for Multisite and Auto Quotes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_slack_for_multisite_and_auto_quotes.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_slack_for_multisite_and_auto_quotes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b34772546e94fc7019b2b8c99e837f574ae473bcb2cc1aa78f371e25a411ec68
description: Set up the Slack integration to enable automated notifications and collaboration for your multisite quote and auto-quote processes.
products:
  - Energy and Utilities
release: "264"
---
# Slack for Multisite and Auto Quotes

Set up the Slack integration to enable automated notifications and collaboration for your multisite quote and auto-quote processes.

For example, When a sales rep initiates a Multisite Auto Quote or an Auto Quote process on an opportunity, Salesforce starts an asynchronous background process to sync Opportunity Product Recipients (OPR) to Quote Line Item Recipients (QLIR).

To track the job's progress, Salesforce creates an `AsyncOperationTracker` record with the `JobType` set to `MultisiteAutoQuote` or `LoadSalesRecipientData`, and the `Status` initially set to `In Progress`.

When the job finishes, the `Status` field updates to `Success` or `Failure`. This status change triggers a notification informing the relevant user or system that the OPR to QLIR sync succeeded or failed. To prevent unnecessary alerts, the notification is conditional: it is never sent when the quote process is initiated, and it is dispatched only when the `JobType` is `LoadSalesRecipientData` or `MultisiteAutoQuote`.

The notification isn't sent when the quote process starts. Instead, it triggers when the background sync finishes, informing the user or system whether the OPR to QLIR sync succeeds or fails.

- **[Enable the Slack App](https://help.salesforce.com/s/articleView?id=ind.energy_enable_the_slack_app.htm&release=264.0.0&type=5)**  
    Activate the Slack integration within your Salesforce organization to begin the connection process.
- **[Assign Sales Cloud for Slack Permissions](https://help.salesforce.com/s/articleView?id=ind.energy_assign_sales_cloud_for_slack_permissions.htm&release=264.0.0&type=5)**  
    Provide users with the necessary access levels to interact with Slack features from within Salesforce.
- **[Configure Data Sharing Options](https://help.salesforce.com/s/articleView?id=ind.energy_configure_data_sharing_options.htm&release=264.0.0&type=5)**  
    Determine how record information and object types are displayed when shared within Slack channels.
- **[Install the Sales Cloud for Slack Application](https://help.salesforce.com/s/articleView?id=ind.energy_install_the_sales_cloud_for_slack_application.htm&release=264.0.0&type=5)**  
    Complete the integration by installing the Salesforce application in your company's Slack workspace.
- **[Enable Swarm Object Access](https://help.salesforce.com/s/articleView?id=ind.energy_enable_swarm_object_access.htm&release=264.0.0&type=5)**  
    Update user profiles to allow sales agents to create and edit swarms for collaborative quoting.
- **[Activate the Multisite Quote Notification Flow](https://help.salesforce.com/s/articleView?id=ind.energy_activate_the_notification_flow.htm&release=264.0.0&type=5)**  
    Enable the automated trigger that sends notifications to Slack when quote operations are completed or encounter errors.
- **[Activate the Send Notification Flow](https://help.salesforce.com/s/articleView?id=ind.energy_activate_the_send_notification_flow.htm&release=264.0.0&type=5)**  
    Enable the automated trigger that sends notifications to Slack when bulk site data is uploaded to a multisite quote.
- **[Customize Notification Content](https://help.salesforce.com/s/articleView?id=ind.energy_customize_notification_content.htm&release=264.0.0&type=5)**  
    Modify the icons and labels of Slack notifications to align with your organization's branding and communication style.
- **[Manage Notification Delivery Channels](https://help.salesforce.com/s/articleView?id=ind.energy_manage_notification_delivery_channels.htm&release=264.0.0&type=5)**  
    Configure where users receive notifications by enabling or disabling specific delivery platforms.