---
schema_version: "1"
id: 544d59cfcbd5fd4591820a7a9d925d0743f3a076b4973a135b34284070b9db34
title: Set Up Slack for IT Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_slack_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_slack_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f681700cfb0c1ff400ae48f4776431cdfb9717a90720fb6cca296f2316c25bd9
description: Before you start using the Slack apps for Agentforce IT Service, complete the basic setup required to connect your Salesforce org to your Slack workspace.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Set Up Slack for IT Services

Before you start using the Slack apps for Agentforce IT Service, complete the basic setup required to connect your Salesforce org to your Slack workspace.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d9632e70">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9632e70 ">To use Slack for Agentforce IT Service</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9632e70 ">Connect Salesforce with Slack</td>

          </tr>
        </tbody>
      </table>

1. Connect your Salesforce org and Slack. See [Connect Salesforce and Slack](https://help.salesforce.com/s/articleView?id=slack.slack_connections.htm&type=5&language=en_US). After successfully connecting your Slack workspace to Salesforce, follow the below steps to map your Employee users.
    1. Go to your Slack Admin and click your workspace name in the sidebar.
    2. From Tools & Settings, click **Manage Salesforce organisations**.
    3. Select the Salesforce org and go to the **User** tab.
    4. Click **Add Individually** and select the Employee users to be mapped.
    5. Click **Grant Access**.
2. Create a workspace and invite users to Slack. See [Get Started with Slack in Salesforce](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_setup.htm&type=5&language=en_US).
3. Set up and configure Salesforce channels. See [Set Up Salesforce Channels in your Org](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_setup.htm&type=5&language=en_US).
4. Enable Salesforce for Slack integrations. See [Salesforce for Slack Integrations](https://help.salesforce.com/s/articleView?id=slack.slack_apps.htm&type=5&language=en_US).
5. Enable Service for Slack app. See [Enable Service for Slack](https://help.salesforce.com/s/articleView?id=slack.enable_lex_swarming.htm&type=5&language=en_US).
    
    Make sure you select Slack as your collaboration tool on the Swarming setup page.
6. Set up the Swarm Conversations component for IT records. See [Set Up the Swarm Conversations Component](https://help.salesforce.com/s/articleView?id=slack.service_swarm_slack_set_up_slack_conversations.htm&type=5&language=en_US).
7. Enable Agentforce and create agents in Slack. See [Set Up and Manage Agentforce in Slack](https://slack.com/intl/en-in/help/articles/36218109305875-Set-up-and-manage-Agentforce-in-Slack).
8. Create notifications for Slack app users. See [Notifications for IT Services](https://help.salesforce.com/s/articleView?id=service.it_srvcs_notifications.htm&release=264.0.0&type=5 "Keep IT teams and employees informed with timely notifications across their preferred communication channels. Admins define message content, timing, recipients, and delivery channels for standard and custom objects, including their related records.")

- **[Configure Employee Service Slack for IT Services](https://help.salesforce.com/s/articleView?id=service.it_srvcs_slack_cnfgr_employee_slackapp.htm&release=264.0.0&type=5)**  
    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.
- **[Configure Service for Slack App for IT Services](https://help.salesforce.com/s/articleView?id=service.it_srvcs_slack_cnfgr_service_cloud_app.htm&release=264.0.0&type=5)**  
    Help your IT service team solve issues seamlessly, without leaving their conversations in Slack using the Service for Slack app. Agents can access and update records, collaborate in a swarm channel, manage tickets, and more, directly from their primary workspace.