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 |
- On the Home tab, select Connect to Salesforce.
- Sign in to Salesforce with your Salesforce credentials.
Note (Optional) To customize the app, go to the Home tab and select View Settings. - Select Salesforce Setup.