Select a Digital Experience site so that Slack can authenticate employee users and correctly unfurl (preview) Salesforce records shared in Slack. Make sure that the employee users have the access to the preferred site.
Required Editions
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To use Slack for Agentforce IT Service | Connect Salesforce with Slack |
Admin Setup
- In the Set Up the Basics section, click Set Up Self Service.
- Select the portal and click Install.
- From the top-right dropdown, select the correct Slack workspace and click Allow.
-
Allow Slack to access your account.
The Employee Service Slack app is installed in the Slack workspace.
- From the Setup menu in your Salesforce org, select Salesforce Go.
- On the Salesforce Go home page, search for and select Slack for Employee Service.
-
In the Set Up the Basics section, from the Select a Preferred Digital
Experience Site to connect Slack with dropdown, select the Digital Experience
site that you want Slack to use for authentication and record unfurling of employee
users.
Slack uses the selected site to authenticate employee users and to unfurl Salesforce records that employees share in Slack channels.
Employee Setup
- Login to your Slack workspace and reset your Employee Service portal password from the link received in email if User is not already created.
- Login to your Employee Service portal using your credentials.
- From the top-right dropdown, select the workspace where your admin has installed the Employee Service for Slack app if you are a part of multiple workspaces.
- Allow Slack to access your account.
See Manage Requests and Tickets with the Employee Service Slack App for more information.