Browse, Search, and View Analytics in Slack: Find all your analytics items in the CRM Analytics for Slack app and in your channel. In the app, your top items appear on the Home tab. In your channels, you can access analytics items using slash commands.
CRM Analytics for Slack Slash Command Reference: These slash commands are available in the CRM Analytics for Slack app. If you use other Slack apps connected to Salesforce, you could have additional commands available to you.
CRM Analytics for Slack: CRM Analytics for Slack makes it easy to access your analytics right where collaboration happens in Slack. Now you can seamlessly find, share, and collaborate on reports, dashboards, and CRM Analytics insights within Slack and stay up to date on all of your data. CRM Analytics for Slack installs from the Slack Marketplace.
Import and Add Recipients to CRM Analytics Notifications in Slack: With notifications, you can learn about changes to your business metrics and get notified when data conditions are met. Notifications are set on dashboard widgets in CRM Analytics. To receive notifications in Slack, simply import them. After notifications are imported, you can share them with others in Slack.
Run Einstein Discovery Predictions in Slack: Get Einstein Discovery predictions on records in your Lightning Reports—directly in Slack. Use the CRM Analytics for Slack app to run an Einstein Discovery model on the records in the report. The app returns the average prediction score, top-influencing factors, recommended actions, and the most at-risk records in the report. Share the predictions with your Slack channels and colleagues.
Subscribe to Lightning Reports and Dashboards in Slack: Get reports and dashboards that you want to see regularly by subscribing for yourself and others in the CRM Analytics for Slack app. A subscription refreshes the report or dashboard on a schedule that you set and posts a snapshot of the item to you and your specified recipients in Slack.
Import and Add Recipients to Lightning Report and Dashboard Subscriptions in Slack: Subscribe to reports and dashboards to get refreshed results on set schedules. Subscriptions are set on reports and dashboards in Lightning Experience. To receive subscriptions in Slack, simply import them. After subscriptions are imported, you can share them with others in Slack.
Share Analytics with Your Teammates in Slack: Wherever analytics items appear, whether in the CRM Analytics for Slack app or in your channels, you can share them with teammates.
Subscribe to CRM Analytics Dashboards in Slack: Schedule regular delivery of dashboard snapshots. When viewing a CRM Analytics dashboard in Slack, you can subscribe to it and specify the delivery schedule and Slack recipients. The subscription runs the dashboard at your scheduled times (in your org’s time zone) and delivers fresh snapshots to you and your selected recipients.
Enable Service Cloud for Slack: First, complete the Swarming setup, then enable Slack apps in Salesforce. Then, turn on Service Cloud for Slack and start configuring the features that you want your swarming teams to have access to.
Bring the Power of Slack to your Corporate and Investment Banking Landscape: Use the digital assistant for Financial Services Cloud to execute financial deals efficiently and to turn conversations into actions. First, learn about Financial Services Cloud for Slack features and how to manage Salesforce records in Slack. Next, review the app considerations so that you know what to expect with Financial Services Cloud for Slack.
Collaborate on Your Leads and Referrals in Slack: Track prospects with Leads and Referrals in Slack. Save time by collaborating on leads and referrals in Slack. The experience of creating, viewing, updating, and converting a lead or referral in Slack is similar to the experience in Salesforce.
Customize the Salesforce Lightning Flow Template for Leads and Referrals: Send Slack notifications to users when a lead or referral is created by a user or when a lead or referral is assigned to a user. Salesforce provides a standard lightning flow template that you can use to send lead and referral Slack notifications. You can clone the template to customize it to suit your business process.
Use Slash Commands in Leads and Referrals: Create a lead or referral by using the Slack slash command. The shortcut slash command is available in the Financial Services Cloud for Slack app where Leads and Referrals is turned on.
Connect Your Account: Now that you added apps to your Slack sidebar, use the Slack sidebar to locate the Financial Services Cloud for Slack app. Then open the app to connect Slack with Salesforce.
Create a Quick Action for a Flow: Allow users to easily access a flow by creating a quick action. When you add the quick action to the Financial Deal page layout, users can launch the flow from financial deal record pages.
Customize the Salesforce Lightning Flow Template: The Create Financial Deal Slack Channel Lightning Flow helps create Slack channels for financial deal records automatically. The flow is installed as a standard flow template. You can clone the template to customize it according to your business processes.
Enable Financial Services Cloud for Slack in Salesforce: The next step in setting up Financial Services Cloud for Slack is to enable Slack apps in Salesforce and configure the features of Financial Services Cloud for Slack.
Enhance Collaboration and Productivity with Action Plans in Slack: Enhance your team’s collaboration and productivity with Action Plans in Slack. In the Financial Services Cloud Slack App, users can view their Action Plans and Action Plan Items. They can stay on top of deadlines, see important record details, and update the record status as they complete tasks and items.
Financial Services Cloud for Slack: Access key Financial Services Cloud features while continuing to collaborate with teams on Slack. Financial Services Cloud for Slack installs from the Slack Marketplace.
Financial Services Cloud for Slack Slash Commands: Slack slash commands are the entry points to complex workflows. These shortcuts and slash commands are available in the Financial Services Cloud for Slack app. Start entering these commands directly in the Slack message field.
Get Started with Financial Services Cloud for Slack: After your Salesforce admin installs the Financial Services Cloud for Slack app in your team’s Slack workspace, get the app from Slack and connect it to your Salesforce user account. Then you can start to use the Financial Services Cloud for Slack to streamline how your users handle client or partner interactions and execute financial deals.
Collaborate on Household Account Records with Householding Slack Channels: Improve team collaboration using Slack channels for account - household records. In Salesforce create a Slack Channel for a household record. Then, add team members who work on the Household records to the Slack channel. Salesforce provides a standard Lightning Flow template that you can use to create a Slack channel from an account - household record in Salesforce.
Add Quick Actions to the Account Page Layout: Give your users access to launch the flow from the account - household record page layout and to create a Slack channel automatically for that household record.
Create a Quick Action for the Flow for Householding: Allow users to easily access a flow by creating a quick action. When you add the quick action to the Account - Household page layout, users can launch the flow from account - household record pages.
Customize the Salesforce Lightning Flow Template for Householding: The Create Slack Channel for Account flow lets you create Slack channels from household account records in Salesforce. The flow is installed as a standard flow template. You can clone the template to customize it according to your business process.
Launch the Flow to Create a Slack Channel: After your Slack admin adds the Financial Services Cloud Slack app to a workspace, members from that workspace can start to create Slack channels for an account - household record. Members can streamline collaboration with other channel users and view household members and financial accounts that are related to the Household, all without leaving Slack.
Use Slash Commands in Household Channels: View a household account and household members by using Slack slash commands. These shortcut slash commands are available in the Financial Services Cloud for Slack app for your Household Channels. Enter the slash commands into the text field:
Launch the Flow to a Create Slack Channel: After your Slack admin adds the Financial Services Cloud Slack app to a workspace, members from that workspace can start to create Slack channels for a financial deal record. Members can streamline collaboration with channel users and view past interactions or interaction summaries that are related to the financial deal directly on Slack.
Learn about Financial Services Cloud for Slack Features: Help your users stay on top of client interactions and financial deals. The Slack app for Financial Services Cloud makes it easy for your users to capture client interactions, follow up on action items, collaborate with other users on financial deals, and do more without leaving Slack.
Manage Salesforce Records in Slack: Create interactions and interaction summaries directly from Slack. Verify the details of accounts, financial deals, interactions, and interaction summaries without leaving Slack.
Prepare for Financial Services Cloud for Slack: Before you turn on the Financial Services Cloud for Slack app and roll it out to your users, complete some initial setup steps in Salesforce.
Set Up Financial Services Cloud for Slack for Your Salesforce Users: Get Salesforce users up and running with the Financial Services Cloud for Slack app. First, complete some configuration in Salesforce Setup to get your Financial Services Cloud features ready to work with the app. Then enable Financial Cloud for Slack, also in Salesforce Setup. Lastly, work with your Slack admin to install the app in your Slack workspace.
Disconnect from Slack: You can disconnect the Slack integration by deleting your workspace and channel details in Account Engagement and then deleting the connector.
Install Marketing Cloud Account Engagement for Slack: To use the Slack completion action, the Slack admin installs the Account Engagement app in the Slack workspace. Individual users don’t need to add the app to use the completion action. The app is available in the Slack Marketplace.
Marketing Cloud Account Engagement for Slack: Automate marketing tasks by connecting Account Engagement and Slack. Before installing the app from the Slack Marketplace or setting up the connector in Account Engagement, complete these tasks in Salesforce Setup.
Slack Integration Completion Action: After the connector is verified, the completion action to notify a Slack channel is available for Account Engagement marketing assets. You can add the completion action to forms, form handlers, file downloads, custom redirects, and page actions. It’s also available for classic and enhanced emails. After a user adds the Slack completion action to an asset, you can see the details on the Usage tab for the Slack connector.
Getting Started with Partner Relationship Management: Getting started with Partner Relationship Management is about designing your ideal partner experience. Plan your site strategy, establish your partner users, partner accounts, and external account hierarchy, create an Experience Cloud site, and set up some basic features.
Collaborating With Partners Using PRM for Slack: Enhance productivity with real-time collaboration, automate business processes with key AI-infused insights, and grow your channel with actionable analytics in operational dashboards, all without leaving Slack.
Set Up Einstein Lead Scoring for Partners: Give channel managers and partners access to scores that help to prioritize leads. Turn on Einstein Lead Scoring, assign permission sets, and verify whether your site developer must add the Einstein Scoring component to the Lead detail page in your Experience Cloud site.
View Partner Relationship Management Dashboards: A glance at the predesigned dashboards that are included with Partner Relationship Management (PRM) gives channel managers a comprehensive overview of KPIs for partners.
Set Up Einstein Opportunity Scoring for Partners: Give your partners access to scores that help them focus on the right deals. Turn on Einstein Opportunity Scoring, assign permission sets, and verify whether your site developer must add opportunity scores to your Experience Cloud site pages and list views.
Delete Connections and Turn Off Legacy Partner Connect: If you’re having an issue related to a connection, the vendor or partner admin can delete the connection. After deletion, partner users can no longer export vendor records to the partner org, and updates no longer flow between connected records. Related connection items are also removed from the org depending on which admin initiates the deletion. If admins want to reconnect their orgs, they must step through the end-to-end setup process again. If either admin doesn’t intend to use Partner Connect again in the near term, we recommend turning off the feature.
Disable or Reconnect a Legacy Partner Connect Connection: To temporarily pause record exports, imports, and updates from flowing between Salesforce orgs, Salesforce admins can disable the connection. Disabling a connection lets admins reconnect easily without requiring admins to step through the connection process again. The vendor or partner admin can disable their connection. To reinstate the connection, each admin who disabled must also reconnect.
Disable, Reconnect, or Delete Legacy Partner Connect Connections: Vendor and partner admins have two options for preventing record exports, imports, and updates from flowing between Salesforce orgs. Admins can temporarily disable a vendor-partner connection so the Salesforce orgs can be reconnected easily. Or admins can fully delete a vendor-partner connection and turn off Partner Connect.
Fixing Legacy Partner Connect Export, Import, and Update Issues: Vendor and partner admins can learn how to build and run a Partner Connect Status report, interpret the results, and work with their peer admin to resolve problems. Partner admins can also use their import notification email to identify failed import and review advice for troubleshooting those issues.
Build and Run a Legacy Partner Connect Status Report: Vendor and partner admins can build a report to see the status of the export, import, and update transactions sent between orgs. Doing so lets admins address recurring issues, such as failed exports, imports, or updates.
Legacy Partner Connect Export, Import, and Update Statuses: See the outbound and inbound statuses for records that are exported, imported, or updated by using Partner Connect. If you’re a vendor admin, you see export and update issues only (because vendor orgs don’t import data). If you’re a partner admin, you can see import and update issues only (because vendor orgs don’t export data).
How Legacy Partner Connect Helps Vendors and Partners Integrate Shared Business: Vendors and partners already work together to sell complementary products and services. Why not incorporate technology that makes collaboration easier? Partner Connect lets vendors and partners automate lead and opportunity management between their Salesforce orgs to save time, collaborate transparently, and increase revenue.
Integrating Shared Business Across Salesforce Orgs with Legacy Partner Connect: Legacy Partner Connect lets vendors and partners work leads and opportunities together, providing visibility on shared business across Salesforce orgs. Partners users log in to a vendor’s Experience Cloud partner site to export records from approved objects to the partner's Salesforce org. Exported records remain connected across orgs, giving users from both companies a read-only glimpse of how records progress independently for each company.
Export Vendor Records to Your Salesforce Org and View Vendor Record Updates: Partner Connect lets partner users export a vendor’s leads or opportunities from the vendor’s Experience Cloud partner site to their own Salesforce org. If the feature is configured, partner users also get a read-only glimpse of how the record is progressing in the vendor's system. If the admin with the vendor company gave users permission to create and customize list views, partner users can also add the Export Status field to Lead and Opportunity list views.
Map Your Preferred Objects and Fields to Your Vendor’s Org: After your vendor selects their object and field mappings, you get an email for each object. The emails instruct you on how to complete your mappings. First we guide you through importing your vendor’s object and field selections. Then you select a default user to assign to imported records. Lastly, you select the fields that you want to map to your vendor’s fields. If your vendor elected to send and receive field updates across orgs, you must also review storage options.
Legacy Partner Connect Roles and Responsibilities: After a vendor company selects a partner company with whom they want to integrate records, companies must designate a vendor admin and partner admin. Admins must have the bandwidth to collaborate on Partner Connect planning, setup, and maintenance. If record export, import, or update issues occur, an IT professional at the partner company can also offer support.
Legacy Partner Connect Security and Design: External Client Apps allow Partner Connect to establish a secure connection between a vendor and partner Salesforce org using APIs and security protocols. As vendor and partner admins work through Partner Connect setup, Partner Connect deploys a dedicated app to each org that uses OAuth 2.0 client credentials to securely integrate the two orgs. After a secure connection is established, partners can export approved records from the vendor’s Experience Cloud site to their own partner org. Both vendors and partners get a view of how progress is going in the opposite system from a read-only child record that Partner Connect creates automatically.
Add Connected External Object Related Lists to Leads and Opportunities: If you opted to store read-only record updates made by users in the other Salesforce org, you must make those records available to your users. We recommend adding Connected External Lead and Connected External Opportunity as related lists to your Lead and Opportunity page layouts. Doing so lets users view their peer’s version of the record in the context of your org’s version of that same shared deal.
Give Partner Admins Access to Partner Connect Setup: Before partner admins can begin Partner Connect setup, they must be assigned the permissions required to access the setup page. Partner admins require the Customize Application permission and the Partner Connect Partner Admin Setup permission set.
Configure Partner Org Settings for Legacy Partner Connect: Before completing the vendor’s connection request, partner admins must manage their required fields. If partners want to store read-only versions of their vendor’s records locally, partner admins must also prepare Partner Connect objects for storing the vendor records. To make sure users can see the vendor records from the partner org, partner admins must add related lists for Partner Connect objects to their Lead and Opportunity page layouts.
Legacy Partner Connect Object and Field Integration Considerations for Partners: Review your vendor’s plan for integrating objects and fields. Then decide how you want to map your objects and fields to your vendor’s selections. In some cases, you can decide not to import or store fields that you don’t want, even if your vendor opted to share them. To import data into your Salesforce org successfully, make sure that you understand how your vendor uses every field they want to share, and verify that your selections meet the mapping requirements.
Set Up Legacy Partner Connect as a Partner: After vendor admins kick off Partner Connect setup, partner admins get an email that describes how to start setup in a partner Salesforce org. Partner admins must be granted permission to access Partner Connect setup. Then partner admins turn on Partner Connect, configure some partner org settings, connect with the vendor org, and map their objects and fields to the objects and fields shared by the vendor.
Prepare Legacy Partner Connect Objects for Connected External Records: To let your users see and track the progress of shared leads and opportunities, you can opt to store a read-only version of the other org’s record in your own org. The Connected External Lead and Connected External Opportunity objects store these read-only records. Learn how vendor and partner admins can prepare the connected external objects to make sure they're ready to save the read-only records for Partner Connect.
Planning Object and Field Integration for Legacy Partner Connect: To avoid revisiting your Partner Connect setup, we recommend that vendors and partners meet to agree on a clear plan for integrating objects and fields across Salesforce orgs. Vendor admins kick off planning by creating a list of the items they want to integrate into the partner’s org. Sometimes admins from either org are required to customize their Lead or Opportunity objects to integrate records smoothly.
Legacy Partner Connect Setup Prerequisites: Vendors and partners must work together to complete several prerequisites before beginning Partner Connect setup in Salesforce.
Verifying Partner Users and Record Access: For partner users to export records, partners must have permission to access the record from the vendor’s Experience Cloud partner site. Before you begin Partner Connect setup, we recommend that vendor admins check that partner users have the level of access that the vendor wants.
Add Export Buttons to the Vendor’s Partner Site: To let partner users export records from the vendor’s Experience Cloud partner site to the partner’s Salesforce org, vendor admins must add the Export to My CRM button to object list views
Select a Partner to Connect With: After giving partner admins permission to connect to the vendor’s Salesforce org, vendor admins kick off the Partner Connect setup process by selecting a partner company to connect with. After a vendor admin selects a partner, Salesforce sends an email to the partner admin with instructions on how to complete the connection request.
Give Partners Permission to Establish a Connection with the Vendor Org: Before Partner Connect allows a partner admin to establish a connection with a vendor org, the vendor admin must first acknowledge the partner admin as a trusted contact. To do so, the vendor admin must assign the Partner Admin Approved for Vendor Org Connection permission set to the partner admin. Vendor admins must repeat this task each time they want to connect with a new partner Salesforce org.
Select Vendor Objects and Fields to Integrate with the Partner’s Salesforce Org: After inviting a partner to connect, vendor admins must select the objects and fields that they want to integrate with their partner’s Salesforce org. During this step, vendors indicate which objects and fields contain data that they want partner users to be able to export. Vendors also select which field updates are sent and received across orgs and where the read-only partner version of the record is stored. Then we email the partner admin, asking them to select the objects and fields that they want to map to yours.
Set Up Legacy Partner Connect as a Vendor: Vendor admins kick off Partner Connect setup for vendors and partners by enabling the feature and preparing objects for partner record storage. Then vendor admins can invite partners to connect and select the objects and fields they want to integrate with each connected partner. If vendors want to store read-only versions of their partner's records locally, vendor admins must also prepare Partner Connect objects.
Give Partner Users Permission to Use Partner Connect: When vendor admins are ready to roll out Partner Connect, vendor admins must give partners the permission to export records from your Experience Cloud partner site. We also recommend verifying that partner users have permission to customize list views. That way, partners can add the Export Status field to their list views, so they can see which leads and opportunities have been exported to the partner org already. Salesforce admins don’t have access to the Export Status field, so you can’t add the field to list views on partner users’ behalf.
Finding and Interpreting the Statuses of Legacy Partner Connect Data Transactions: Before addressing Partner Connect export, import, and update issues, vendor admins and partner admins must first understand what makes a data transaction successful. Then admins can learn where failed transactions are shown and what details are provided to resolve issues.
View Partner Relationship Management Reports: Channel managers can stay on top of partner performance with the predesigned reports that are included with Partner Relationship Management (PRM).
User License and Experience Cloud Template Support for Partner Relationship Management: Partner Relationship Management (PRM) provides channel managers and partners with productivity features that help everyone work together. To gain access to PRM features, you must purchase the required licenses for each feature and your partner site must be built using Experience Cloud templates that support those features. Learn more about license requirements and feature availability in templates.
Partner Relationship Management Analytics: Every release, an automated process delivers the latest collection of predesigned Partner Relationship Management (PRM) reports and dashboards to your org. Channel managers can use PRM reports and dashboards to see key metrics on partner performance and activity. Channel managers can also build their own reports and dashboards using custom report types for PRM objects. To give access, Salesforce admins must first share PRM reports and dashboards folders with channel managers. If any analytics features are missing, Salesforce admins can generate the most recently released versions manually.
Partner Relationship Management Reports and Dashboards: See a list of the reports, dashboards, and custom report types that are included with Partner Relationship Management (PRM). Every release, an automated process delivers the latest PRM report and dashboard improvements to your org. Report and dashboard folder names correspond to the Salesforce release when they were delivered.
Managing Channels: Partner Relationship Management (PRM) gives channel managers the tools to lead inbound sales for your company. Stay on top of partner performance and activity using PRM analytics. Get a complete view of partner sales activity from the Channel Management Console.
Monitoring Channel Business from the Channel Management Console: Channel managers can see a complete view of partners’ sales activity from the Channel Management Console. Follow the performance metrics you care about most from the console dashboard. Review and approve partners’ leads and easily access frequently-used objects.
Channel Management Console: Monitor your channel business like a pro from the Channel Management Console.
Enabling and Guiding Your Partners: Equip partners with the resources and content that drives growth for your business, all from within your branded partner experience. Partner Enablement and In-App Guidance are available in supported Experience Cloud sites. Deliver Enablement programs, prompts, and walkthroughs to partners in the flow of their daily work, and then track progress towards goals with enablement-focused analytics.
Partner Relationship Management: Maximize channel sales, partner productivity, and collaboration, by delivering a modern, personalized partner experience with Partner Relationship Management (PRM). Get features that help channel managers and partners work together efficiently.
Staying Productive as a Partner: Boost partner productivity with intelligent sales recommendations, enhanced list views for contacts, events, and opportunities, and the power of AI.
Partner Relationship Management Roles and Responsibilities: To build a successful partner strategy, you must collaborate with various players both inside and outside of your company. Learn about the relevant players and their responsibilities so you know who can support as you design your ideal partner experience using Partner Relationship Management (PRM).
Setting Up and Maintaining Analytics for Partner Relationship Management: When you set up Partner Relationship Management (PRM), share predesigned reports and dashboards with channel managers. And if you have issues with the latest versions delivered to you by Salesforce, you can get new versions manually.
Set Up Contact Intelligence View and Lead Intelligence View for Partners: Salesforce admins and Experience Cloud site developers must work together to set up Contact Intelligence View and Lead Intelligence View in supported Experience Cloud sites. First, Salesforce admins must turn on the two sales features in Salesforce and assign permissions to partners. Then Experience Cloud site developers must verify that the Enhanced List View component is added to the Experience Cloud site and published for partners. For vendors who purchase add-on licenses or are comfortable granting partners with more object permissions, more features can also be configured.
Enable the Channel Management Console and Assign Permissions: To give channel managers access to the Channel Management Console, Salesforce admins must enable the console, assign permissions, and share default components with channel managers, such as the Channel Management Overview Dashboard. Salesforce admins can customize the console some aspects of the console directly from PRM Setup, such as adding custom objects, adding the Leads to Review component, and setting Channel Management as the default app for channel managers. Salesforce admins can customize the console further from the App Builder by altering the Leads to Review component or creating other useful components and adding them to the console.
Customizing the Leads to Review Component: Leads to Review lets channel managers review deals that partners register from their Experience Cloud sites. Learn about the default functionality for Leads to Review and review some considerations for Salesforce admins who want to customize it.
Setting Up the Channel Management Console: The Channel Management Console lets channel managers monitor partner activities and performance from a standard Lightning console app. Salesforce admins must give channel managers access to the console and its features. If they want, Salesforce admins can customize the console.
Experience Cloud Template Configuration Requirements for Partner Relationship Management Features: Some Experience Cloud templates come with configured Partner Relationship Management (PRM) features. The steps for adding each feature to your site depend on which features you’re enabling, which Experience Cloud template you’re using, and the Salesforce release in which you create your site.
Setting Up Einstein Scoring for Partners: Give your sales partners access to scores that help them prioritize leads and opportunities by setting up Einstein Lead Scoring and Einstein Opportunity Scoring in Experience Cloud sites.
Setting Up More Enhanced List View Features for Partners: Salesforce admins can enable more Contact Intelligence, Lead Intelligence, and Pipeline Inspection features for partners by assigning add-on licenses and giving partners access to more objects. Learn which features are supported and how to complete the setup for each.
Setting Up Enhanced List Views for Partners: Learn how to set up Contact Intelligence View, Lead Intelligence View, and Pipeline Inspection for partners in their Experience Cloud sites.
Set Up Einstein Sales Emails for Partners: Give partners access to send personalized sales emails fast from your Experience Cloud Aura sites by using Einstein Sales Emails. From the email composer on contacts and leads, partners can rely on generative AI to help them craft impactful emails quickly. To begin drafting, partners choose from a collection of standard email prompt types for common sales scenarios, such as introductions, nudges, and meeting invitations. Or you can develop custom sales emails prompt templates by using Prompt Builder. To set up Einstein Sales Emails for partners, turn on the necessary features and assign the required permissions to partner users.
Get the Latest Partner Relationship Management Reports and Dashboards: If reports, dashboard widgets, or any analytics metrics are missing from your predesigned Partner Relationship Management (PRM) reports and dashboards, Salesforce admins can generate the most recently released versions manually.
Setting Up Partner Relationship Management Sales Features for Partners: Enable sales features in your partner sites, such as Einstein Sales Emails, Einstein Lead Scoring, Einstein Opportunity Scoring, Contact Intelligence View, Lead Intelligence View, and Pipeline Inspection for partners.
Set Up Pipeline Inspection for Partners: Salesforce admins and Experience Cloud site developers must work together to set up Pipeline Inspection for partners in their Experience Cloud sites. First, Salesforce admins must turn on Pipeline Inspection and assign permissions to partners. Then Experience Cloud site developers must verify that the Enhanced List View component is added to the Experience Cloud site and published for partners. For vendors who purchase add-on licenses or are comfortable granting partners with more object permissions, more Pipeline Inspection features can also be configured.
Create a Knowledge Draft in Slack: To capture important team knowledge when a swarm is resolved in Slack, create a knowledge article draft from a Slack message.
Set Up the Swarm Conversations Component: To see Slack conversations linked to a swarm from a record in Lightning Experience, add the Swarm Conversations component to your record page layouts.
Set Up Slack: To collaborate on Salesforce data in Slack and quickly resolve customer issues, set up the Service Cloud for Slack app.
Bring Agentforce Sales to Your Slack Flow of Work: Agentforce Sales in Slack brings sales agents, Salesforce data, and full business context directly into your Slack workspace. Prioritize leads, progress deals, and identify next steps by interacting with Slackbot—never leaving your flow of work.
Agentforce Sales in Slack: Ready to bring Agentforce Sales agents and real-time Salesforce data into your everyday workspace? See how Agentforce Sales links sales agents with Slackbot to keep your work moving without leaving your conversation pane. Head to its dedicated Go page, turn it on, and get your team started selling smarter right inside Slack. Agentforce Sales is built right into Slack — no Marketplace app to install.
Get the Service Cloud for Slack App: To get started with Swarming in Slack, install the Service Cloud for Slack app in your Slack workspace. Only the Salesforce orgs that your Salesforce admin completed the Slack app setup for can connect to the Service Cloud for Slack app.
Customize the Message of a Sales Channel Notification: You can create sales channels in Slack from the Sales Cloud for Slack app. After creating the sales channel, open it and invite members. These channels send automated messages on a timeline you customize or in response to changes in records. You can change the message they send out by modifying notification types and the flows that send them.
Customizable Sales Channel Notifications: You can create and customize notifications for your sales channels to accommodate notification types, notification time frames, and alternate objects.
Customize the Deals to Watch Feed Channel: The deals to watch feed channel notifies members when a Salesforce opportunity within a certain probability and amount range is created or updated. Salesforce admins can customize the probability percentage and range that triggers notification. Customize which opportunity changes trigger feed channel notifications using Flow Builder.
Deactivate a Feed Channel: Sales Cloud for Slack comes with two preconfigured feed channels, Deals-to-Watch and Deals-Won, which you can activate to keep you up to date on important progress and deal closings. To deactivate these channels, you have two options: deactivate the flow sending notifications to these channels or archive the channel completely.
Slack Notifications: Get reminders in Slack when your opportunities haven’t been updated in a while or when a key close date is approaching. Or if you want some peace and quiet, you can always mute and unmute sales notifications when you need.
Manage the Time Frame in Sales Channel Notification Flows: Sales channels send automated messages on a preconfigured time frame. This time frame is preconfigured on the three flows we provide with Sales Cloud for Slack. To use a different time frame, you modify the notification flow.
Sales Cloud for Slack Notification Flows Reference: Sales Cloud for Slack notifications are sent using Flow Builder. When you turn on Sales Cloud for Slack, we add a flow to Salesforce for each Sales Cloud for Slack notification. First, review the available notifications and choose the ones that you want to activate for your Sales Cloud for Slack users. Next we show you how to activate the flows that you chose.
Reminders to Update Your Deals in Slack: When you receive reminders to update records, you never miss the chance to close a deal on time. Plus, when your deal information is current, your sales team and your manager always know where your deals are in the sales cycle.
View and Access Custom Objects in Sales Cloud for Slack: Keep your teams focused on operations by letting them create records using custom objects without switching to Salesforce. Teams can search for and manage records created from custom objects in Sales Cloud for Slack.
Slack Marketplace Apps: Use Slack Marketplace apps with Salesforce to connect to customers, track progress, collaborate seamlessly, and deliver team success from anywhere.
Campaigns for Slack: Create space for team collaboration through dedicated campaign record channels in Slack. Each channel acts as a central workspace where members can post messages to plan campaign strategies and share ideas in real time. Channel notifications keep the members informed about important changes, so that they can work efficiently and stay connected.
Create a Campaign Record Channel: You can create a Slack channel directly from a campaign record in Salesforce. Use this channel to collaborate with your team and receive important campaign updates.
Salesforce for Slack: Salesforce for Slack authenticates across Salesforce for Slack apps all at once, per org, to simplify access to core Salesforce services.
Approvals in Slack: With Salesforce for Slack, you can manage your approvals from within your Slack workspace. Typically, a user creates a record in Salesforce and submits it for approval. The assigned approvers receive a request notification in Slack, enabling them to approve or reject the request.
Authorize Unfurling Links that Show Record Data: Set up authorization to preview Salesforce record data in unfurled links when users share any salesforce.com or force.com URL. Once authorization is enabled, Slack users can access record data directly from any unfurled link pointing to a record home page in the connected Salesforce org.
Customize Record Details to Unfurl Record Data in Slack: Your users can share Salesforce record data through private channels, direct messages, multi-user direct messages or Slack Connect channels. You can set details to show as much or as little data as needed when your users unfurl a link.
Multi-Org Management in Slack: Connect up to five Salesforce orgs to a single Slack Workspace with the Salesforce for Slack Multi-Org management feature.
Get Started with Multi-Org Management: With the Multi-Org feature, you can connect multiple Salesforce orgs to one Slack workspace. Access this feature with a button on the Salesforce for Slack Home Tab or a slash command.
Manage Existing Connections to Slack: Learn how to manage multiple Salesforce orgs connected to your Slack workspace by using a slash command or button in the app Home tab.
Create a Quick Action Button: How to add a new quick action button and associate the button to a Slack Record Layout.
Create a New CRUD Slack Record Layout: Create record layouts for accounts, opportunities, leads, cases, and contacts. In this example, the Slack Record Layout uses the Lead object in Setup.
Slack Record Layout Structure: Identify Slack Record Layout structure when configuring your record layouts and quick actions.
Connect the Salesforce for Slack App to a Salesforce Org: Use the Salesforce for Slack app to authenticate across Salesforce for Slack integrations. After you connect the app to Salesforce, you don’t need to authenticate to the other apps in your workspace.
Salesforce for Slack App User Mappings: The Salesforce for Slack app shared user mapping enables a Slack user to authenticate to a Salesforce org one time for all Salesforce for Slack integrations. The apps must be installed in the same Salesforce org within the same Slack workspace. When a user authenticates successfully to Salesforce for Slack, the user mapping is created.
Slack Record Layout: Tailor your customer experience with field-level personalization and quick actions by using Slack Record Layouts.
Unfurled Links in Slack Messages: Use URL unfurling to preview record home page details for standard objects in Slack when sharing salesforce.com or force.com links. Unfurling doesn’t account for non-record home links such as object home list views. URL unfurling is supported by the User Interface API.
Disconnect Slack from Salesforce: This page covers the admin procedures for disconnecting a Slack app from Salesforce and removing Salesforce user mappings and associations from a Slack app.
Enable Slack Apps in Salesforce: Integrate Slack and Salesforce to unlock access to Slack apps, tools, and services. This page covers the admin procedures for enabling Slack apps in Salesforce.
Add Apps in Your Personal Slack Sidebar: After your Salesforce and Slack admins have approved and installed Slack Apps for Salesforce in your company's workspace, you can add them to your personal Slack sidebar and connect them to your Salesforce account.
Which Salesforce Slack App Is Right for Me?: Salesforce for Slack apps bring Salesforce data and collaboration together in powerful new ways. But which apps best meet your use case?
Approve App Installation: To start using PRM for Slack, approve the app for installation in your Slack workspace.
Archive a Partner Channel: When you’re finished with a partner channel, you can archive it to remove the feed, members, and shared files from the workspace.
Assign PRM for Slack Permissions to Partners: Assign partners the permission sets needed to connect their partner experience to PRM for Slack. Permission sets for partners depend on which license they’re running.
Considerations for PRM for Slack: Make sure you review some key points before you configure the PRM for Slack app. When setting up PRM for Slack, review the licensing requirements to determine which features are best for you.
Edit a Partner Channel: In Salesforce, update details for partner channels, such as topic, description, or memberships, for PRM for Slack.
Enable Partner Account Managers to Invite Partners: Connect your partner account managers (PAMs) with partners in partner channels. To let PAMs invite partners to channels in PRM for Slack, assign the required permissions in Slack Connect. To manage permissions in Slack, coordinate with your Slack Enterprise Grid admin.
Enable PRM for Slack App in Salesforce: In Salesforce, enable Slack apps, turn on PRM for Slack, and assign permissions to customize features. To manage workspace permissions in Slack, turn on PRM for Slack.
Enable PRM for Slack in Slack: Enable the PRM for Slack app in Enterprise Grid settings. Ensure that partner workspaces are enabled to accept Slack Connect invitations.
PRM for Slack: PRM for Slack enables real-time collaboration between partner account managers (PAMs) and partners. Create partner channels, automate business processes, manage opportunities and deals, and share CRM data, all from within Slack.
Setting Up PRM for Slack in Slack: To get your partner account managers (PAMs) and partners sharing CRM data, install the PRM for Slack app in your workspace.
PRM for Slack: Reimagine the partner co-selling experience with PRM for Slack. A true differentiator for the market, PRM for Slack expands visibility into partner deals and gives you the structure to update records quickly so you can create a real-time collaborative space for opportunities and sales. Bring partners into Slack channels and engage a powerful, joint tool for account planning, approvals, and sharing marketing assets. PRM for Slack installs from the Slack Marketplace.
Set Object Permissions in PRM for Slack: Connect your partner account managers (PAMs) with partners in partner channels. To let PAMs invite partners to channels in PRM for Slack, assign the required permissions in Slack Connect. To manage permissions, coordinate with your Slack Enterprise Grid admin.
Engage Partners in Real Time in Partner Channels: Share CRM data, cultivate leads, and manage partner opportunities in partner channels. You can create channels from either Salesforce or Slack.
Collaborating with Partners with PRM for Slack: To start working directly with partners using partner channels, sign in to the Slack workspace designated for PRM for Slack and install the app. To share and collaborate on CRM data with your partners, connect the PRM for Slack app with your Salesforce account.
Activate a Feed Channel: Set up Slack feed channels so that users can see notifications about deals that your team is watching or have closed. Two predefined feed channels are available: Deals to Watch and Deals Won. You can also create feed channels and broadcast topics for other announcements.
Automating Actions in Slack: You can supercharge your Slack integration by using Flow Builder to automate actions like channel creation, message posting, inviting users to channels, and more.
Sales Cloud for Slack: Help your sales teams collaborate and close deals faster in Slack. View sales records, check your pipeline, get reminders, work as a team in sales channels, and stay in the loop using feed channels.
Connect Your Account: Now that you’ve added Apps to your Slack sidebar, use it to find the Sales app. Then open the app and connect Slack with Salesforce.
Create a Feed Channel: Keep users up to date on announcements using your own feed channel. A channel must be connected to a broadcast topic.
Create a Broadcast Topic Type for a Feed Channel: A broadcast topic type directs the kind of announcements that are sent to your feed channels. In addition to the predefined Deals Won and Deals to Watch topic types, you can create other topics, each with its own feed channel. Assign a broadcast topic type for each feed channel that you create.
Create Sales Channels from Salesforce: You can create sales channels directly from opportunity or account records. Send invitations to team members while you’re creating the channel, or opt to invite members later from Slack.
Create Sales Channels from Slack: You can create sales channels in Slack from the Sales Cloud for Slack app. After creating the sales channel, open it and invite members.
Data Access in Sales Cloud for Slack Notifications: Your Salesforce admin determines how much data is shared in reminder, sales channel, and feed channel notifications. The setting is set from the Record Detail Setting on the Enable Slack for Salesforce page in Setup. If you don’t have access to the record in Salesforce, you can’t access additional details about the notification.
Enabling Sales Cloud for Slack in Salesforce: The next step to setting up Sales Cloud for Slack is to enable Slack apps in Salesforce and configure Sales Cloud for Slack features.
Enable Sales Cloud for Slack: First, enable Slack apps in Salesforce. Then turn on Sales Cloud for Slack and start configuring the features that you want your sales teams to have access to.
Finding Relevant Sales and Feed Channels in Slack: Find and join public sales and feed channels in Slack. Any Slack user in your workspace can view public sales or feed channels. But to take notification actions or view records from Slack, you must have access to the Sales Cloud for Slack app, and have connected Slack to Salesforce. To join and view private channels, a member must invite you.
Getting Started with Sales Cloud for Slack: After your Salesforce admin has installed the Sales Cloud for Slack app in your sales team’s Slack workspace, get the app from Slack and connect it to your Salesforce user account. Then you can start using Sales Cloud for Slack to streamline how you sell with your sales team.
Enable Sales Channels and Set Up Users to Create Sales Channels in Slack: To set up users to create sales channels, first set the level of record access that you want sales channel creators to have. Next, give users the required permissions for the Swarms object. The Swarms object controls access to sales channels.
How Does a Sales Channel Work?: Check out what a sales channel looks like and how it can help you and your sales team keep selling directly from Slack.
Install Sales Cloud for Slack in Your Company's Workspace: Before your users get started with the Sales Cloud for Slack app, you must work with the Slack admin at your company to install the app in your company’s Slack Workspace.
Manage Salesforce Records in Slack: View, create, and edit records, view your team’s pipeline, and share records with people and channels—all without leaving Slack.
Setting Up Sales Cloud for Slack App Notifications: Set up record reminders, and activate sales and feed channel notifications. First, decide which Sales Cloud for Slack reminders and notifications that you want to set up. Then activate flows for those notifications using the Salesforce feature Flow Builder.
Preparing for Sales Cloud for Slack: Before you turn on the app and roll it out to your users, take some initial planning steps, and complete some initial setup in Salesforce.
Best Practices for Creating Sales Channels: To avoid introducing duplicate channels and ensure that the channels you create are easy to find, follow these best practices before you start creating channels.
Selling with Your Team in Sales Channels: Sales channels link Salesforce records to Slack channels and are the best place to collaborate with members of your team about key opportunities or accounts. Learn how they can help your team rally around their deals more effectively, and, if your admin assigned you the right permissions, how to create them.
Setting Up Sales Cloud for Slack for Your Salesforce Users: Get Salesforce users up and running with the Sales Cloud for Slack app. First, review the app considerations so you know what to expect with Sales Cloud for Slack. Next, complete some preparatory planning and configuration in Salesforce Setup to get your sales features ready to work with the app. Then enable Sales Cloud for Slack and configure its features, also in Salesforce Setup. Lastly, work with your Slack admin to install the app in your Slack workspace.
Setting Up Users to Create Sales Channels: To set up users to create sales channels from Slack, give users access to the Swarms object in Salesforce. To set up users to create sales channels from Salesforce, you must configure some additional settings.
Set Up Users to Create Sales Channels from Salesforce: To let users create sales channels from Salesforce, assign the Run Flows permission to your users’ permission set. Also, make sure the Link a Slack Channel action is added to opportunity and account record pages.
Staying Informed with Feed Channels: Slack isn’t only for chatting. Feed channels keep you in the loop about the deals that are most important to your company. To get started, join the #deals-to-watch and #deals-won channels. Feed channel members are notified when changes are made to qualifying Salesforce opportunities. If you can’t find these channels, ask your sales manager or Salesforce admin whether they’ve been set up for you or whether your admin gave them different names.
Viewing Your Team's Pipeline in Slack: View all your team’s opportunities using the pipeline view. Filter by list view and record type to see only what you need. Choose how opportunities are grouped so you can quickly create and view opportunities within a group.
Sales Cloud for Slack Features: Help your sales team sell seamlessly, without leaving their conversations in Slack. Teams can access, update, and share records, manage their pipelines, and get important notifications about top accounts and opportunities—all directly from Slack.
Close a Swarm in Slack: When the collaboration is over and the issue is resolved, close the swarm from the swarm’s Slack channel. Finishing a swarm sets the end date and time and changes the status and all associated swarm members to Closed. It also frees up space on agents’ Omni-Channel presence configurations so that they can accept more work. And it shows who’s involved in a swarm in reports.
Service Cloud for Slack: Help your service team solve customer issues seamlessly, without leaving their conversations in Slack. Agents can access and update records, collaborate in a swarm channel, manage cases, and more. Service Cloud for Slack installs from the Slack Marketplace.
Reopen a Swarm in Slack: Easily reopen a closed swarm if the issue wasn’t resolved or further collaboration is needed in Slack. Reopening a swarm changes the swarm record’s status from a Closed status to an Open one. And, based on how you decide to reopen the swarm, you can open the swarm with the same swarm members or add new ones.
Set a Preferred Salesforce Org for Salesforce Actions: 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.
Start a Swarm in Slack: To collaborate with subject matter experts and quickly resolve customer issues, swarm in a Slack channel. You can start a swarm from a record in Salesforce or from a Slack channel with the Service Cloud for Slack app installed.
Swarm in Slack from Lightning Experience: Collaboration with Swarming starts when an agent sends a swarm request to get help to resolve an issue. You can create a swarm in a new channel that is created for this issue, or in an existing channel.
Set Up Service Cloud for Slack User Permissions: Give users the permissions they need to connect their Salesforce account to Slack and to swarm on a record in Slack. You can either assign users the default Slack Service User permission set, or add the required user permissions to your own custom permission set or user profile. Then, give users access to the Swarm and Swarm Members objects.
Trailhead App for Slack: Search, favorite, and share public content from Trailhead or private content from an enablement site (myTrailhead) with the Trailhead Slack app. Trailhead for Slack installs from the Slack Marketplace.
Flex Credits Billable Usage Types for Slackbot: Usage of certain Slackbot features impacts Flex Credits consumption when Slack is connected to a Salesforce org that has Flex Credits. To monitor usage, access your org’s Digital Wallet.
Swarm in Slack from Slack: Your service team consists of all the people who work to close a customer issue. Start a swarm from a channel in Slack to bring in the right experts and keep record of it in Salesforce.
Connect an Existing Slack Workspace to Salesforce: To easily manage access to Salesforce tools such as Salesforce channels and Agentforce Sales in Slack, set up a connection with Salesforce. Create and manage configurations to automatically or manually map member accounts.
Set Record Detail Security for Your Salesforce Apps: From Salesforce Setup, you can set the level of detail for Salesforce record previews in Slack. At this time, this setting affects the Sales Cloud for Slack app only.
Slack Integrations: Use Slack and Salesforce together to collaborate seamlessly and deliver team success from anywhere.
Push a Slack Message to Salesforce: Share messages from a Slack swarm channel with case collaborators in Salesforce. The message you send appears in the case feed to provide context about case developments that arise in Slack conversations.
Salesforce Channels: Salesforce channels bring the collaborative experience of Slack into Salesforce. Connect with your teams directly in a record, and collaborate in real time to solve problems and manage complex deals. You can access conversations in both Salesforce and Slack, and communicate with team members wherever they are.
Communicate in a Salesforce Channel: After you join a Salesforce channel, you can start using it to communicate with your team. Any updates that you make in a Salesforce channel in Salesforce automatically appear in Slack as well.
Manage the Slack Lightning Web Component on Record Pages: Follow these guidelines to use Salesforce channels on a record page via the Lightning web component. When a record page contains a Slack channel component, users in Salesforce can view or create a Slack channel for that record.
Manage the Slack Panel on Record Pages: The Slack panel offers a streamlined way to view and collaborate in Salesforce channels. You can open and close the panel with one click, so it takes up less room on a record page than the Slack component when you aren’t using Salesforce channels.
Set Up and Manage Salesforce Channels in Your Org: Configure Salesforce channels to help users collaborate on projects directly in a record and communicate with teammates in a unified channel across Salesforce and Slack. You can make Salesforce channels available on your record pages using the Slack panel or the Slack Lightning web component – no Marketplace app to install.
Get Started with Slack in Salesforce: Use Slack in your Salesforce org to collaborate in real-time, automate key processes, and more. If you don’t use Slack yet, you can use the Slack guided setup to create a workspace, configure Salesforce channels, and invite users to Slack.
Search and Edit Salesforce Records in Slack: Your accounts, contacts, cases, service appointments, and Customer Service Incident Management records are searchable directly from your swarm channel in Slack.
Use the Service Cloud for Slack App: Your Salesforce admin set up the Service Cloud for Slack app for you! Get the app to get started, and then use Slack to streamline how you work with your service team and your customers.
Create a Record in Slack: Collaborate and maintain a single source of truth all from one place, when you create a Salesforce record in Slack.
Salesforce Actions in Slack: Search, edit, and create Salesforce records from the Service Cloud for Slack app.
Slackbot in Salesforce: Slackbot is a personal agent for work that's built into both Slack and Salesforce. Set up Slackbot for your org, and then work with it wherever you are in Salesforce to search, summarize, and take action across Slack and Salesforce. Slackbot is built right into Slack – no Marketplace app to install.
Billing Considerations for Slackbot: Slackbot uses native Slack and Salesforce tools to complete tasks, and Slackbot can use Standard and Advanced Actions to do things like research, build reports, or generate content. Use of Slackbot Standard Actions or Advanced Actions impacts the consumption of credits in these usage types.
Set Up and Manage Slackbot in Salesforce: Slackbot is a personal agent for work built right into Slack and Slack in Salesforce. Wherever your team works, use Slackbot to get caught up quickly, plan next steps for a customer deal, and find key information fast. All the Slackbot features that are available in Slack, such as web search, skills, and tasks, work in Salesforce, too.
Work with Slackbot in Salesforce: Navigate your workday with help from Slackbot, your personal agent for work. Anything you can do with Slackbot in your Slack workspace, you can also do with Slackbot wherever you work in Salesforce. Slackbot has the same context and access to information that you do, so answers are relevant and personalized. Start a conversation to prepare for your next meeting, analyze a record, or find almost anything.
