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Setup and Configuration of Slack for Complaint Alerts
To collaborate on public complaints data in Slack and quickly resolve customer issues, set up and configure Slack app for public complaints.
Before you get started, understand the end-to-end workflow and the key steps involved.
| Step | Action | Who | Where |
|---|---|---|---|
| 1 | Prepare your Salesforce org
|
Salesforce Admin | Salesforce org |
| 2 | Request a connection to Salesforce org from Slack | Slack Admin | Slack Workspace |
| 3 | Approve the Salesforce org connection request | Salesforce Admin | Salesforce org |
| 4 | Activate the Salesforce connection in Slack | Slack Admin | Slack Workspace |
| 5 | Use the prebuilt flow template to configure complaint alerts | Salesforce Admin | Salesforce org |
- Prepare Your Salesforce Org for Complaint Alerts on Slack
Set up Complaint Management, assign the required permission sets, and install Salesforce for Slack to set up and configure Slack for complaint alerts. - Request a Salesforce Connection in Slack
Connect your Salesforce org to Slack. When you request a Salesforce connection in Slack, you can choose how your members’ Slack and Salesforce accounts are connected. You can automatically configure member accounts by using email or SAML NameID fields. - Approve Salesforce Org Connection Request from Slack
To ensure secure data sharing between Salesforce and Slack platforms, review and authorize requests to link your Salesforce organization with Slack. - 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. - Configure Complaint Alerts on Slack by Using the Prebuilt Flow Template
Create a flow by using the prebuilt flow template, Send Slack Notification to Complaint Owner. Customize the flow according to your business requirements.
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