To automatically use the same predefined Salesforce org to create and search for records using the Service Cloud for Slack app, set a preferred Salesforce org. When you interact with Salesforce data, such as creating a knowledge draft or sending a message to Salesforce, the preferred org is used and shown.
Preferred orgs use Multi-Org Management and the Salesforce for Slack app. The Salesforce for Slack and Service Cloud for Slack apps must be installed in the Slack workspace. You can connect orgs set up by a Salesforce admin for the Service Cloud for Slack app.
- In Slack, from the Service Cloud for Slack app, go to the Home tab.
- Under Manage Salesforce Orgs, click Manage Orgs.
- Review the list of connected orgs and choose which org you’d like to select as preferred.
- Select Set as Preferred.
After a preferred org is set, all Service Cloud for Slack actions that use Salesforce data point to the preferred org.