To let Salesforce Spiff users receive notifications for comments and approvals in their flow of work, set up an integration with Slack.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
| User Permissions Needed | |
|---|---|
| To integrate Slack with Spiff: |
A Spiff user role with this permission turned on. Connectors: Edit |
- From the Admin menu, select Connectors.
-
On the Slack card, click Add Connector.
This action starts an authorization flow that adds the Spiff app to your Slack workspace.
If adding apps is restricted by your Slack workspace admin, a request is submitted to the admin.
- To complete the integration, click Allow.
If you see a banner message that says that the app is not approved by Slack, there's no action to take. The integration still works successfully.
After you set up the Slack integration, users can manage their notification settings individually.