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            Activate Salesforce Connection in Slack

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Activate Salesforce Connection in Slack

            After your Salesforce admin has approved the connection request from Slack, finalize and activate the connection within your Slack workspace to complete the Slack to Salesforce integration process.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To connect Salesforce for Slack to a Salesforce org: Connect Salesforce with Slack
            To manage org connections: Manage Slack App Organization Connections for Slack Apps permission
            1. Click the Slack workspace, and from the dropdown list, click Tools & settings, and select Manage Salesforce Organizations.
            2. Locate the Salesforce org connection that is pending approval.
            3. To review its details, select the connection.
            4. Click Activate.
            5. To add Slack users to Salesforce:
              1. Click the Users tab.
              2. Click Add Individually.
              3. Search for your Slack user and select your username. It’s appended with “(you)”.
              4. Click Grant Access to 1 Person.
              Your Slack user is now listed under the Users tab.
             
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