Connect and Customize PRM for Slack with Salesforce

To search, post, and edit Salesforce records from the PRM for Slack app, connect the app to your Salesforce account.

Required Editions

Available in: Lightning Experience with Slack Apps in Salesforce Enabled

Available in: Enterprise and Unlimited Editions with Slack Apps in Salesforce Enabled

Available in: Slack Enterprise Grid

User Permissions Needed
To connect PRM for Slack with Salesforce and customize the application: Workspace membership
  1. On the Home tab, select Connect to Salesforce.
  2. Sign in to Salesforce with your Salesforce credentials.
    Note
    Note (Optional) To customize the app, go to the Home tab and select View Settings.
  3. Select Salesforce Setup.