![]() ![]() All this functionality can save user’s time and can do more work efficiently in less time with just a few clicks and allows them to stay in one place. Users can search Salesforce records in Slack and can also set alert notifications to slack channels or directly slack message according to the action. It is a fast and efficient way to communicate information between Salesforce and slack without leaving the platform on which the User is currently working. Step 12: Finally, a new message has popped up on slack. Step 11: Go to the object that you selected and click on send to slack. Step 10: After selecting layouts click on Add actions to layout and then Next. Select the layout to which the send to slack and slack alert button should be added. Step 8: Create an alert that will be sent to slack when a certain condition is met. Enable a custom object if the user wants otherwise click on finish and continue. Step 7: Come back to slack setup and click continue. Check the box of the User profile and click assign.Click manage assignments and then add assignments.Go to setup and search for permission sets.Step 5: Follow the instructions coming up on the screen. Step 4: Now, it’s time to authorize the connection between the two platforms. Step 3: After successful installation, go to setup and search for slack setup. ![]() Step 2: Follow the instructions and install “Salesforce for slack” app in your org. Step 1: Go to the Salesforce AppExchange and click on this link
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