You are here:
Marketing Cloud Account Engagement for Slack
Automate marketing tasks by connecting Account Engagement and Slack. Before installing the app in Slack or setting up the connector in Account Engagement, complete these tasks in Salesforce Setup.
Required Editions
| Available in: All Account Engagement Editions |
| Available in: Slack (where approved by a workspace admin) |
Before You Begin
If you skip these steps, the app installation fails and the connector can’t be verified.
- Enable Salesforce for Slack Integrations.
- Assign the Connect Salesforce to Slack permission to your Slack workspace admin. You can create a permission set for Slack or add the permission to an existing custom permission set.
Upgrading from Beta
If you participated in the beta version, enable Salesforce for Slack and assign the required permission in Setup. Then, install the Account Engagement app in Slack and follow the prompts in Account Engagement to upgrade your Slack connector. The completion actions that you added during the beta remain intact after you upgrade. After you install the new app and upgrade your connector, you can delete the custom app that you created for the beta.
The upgrade connects to the same Slack workspace that you used for the beta. To connect a different workspace, remove the Slack connector, follow the steps to set up the generally available version, and add your completion actions again.
- Considerations for Using the Slack Integration
Keep these considerations in mind when setting up and using the Slack integration. - 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 app directory. - Add the Slack Connector
To complete the Slack integration, add the Slack connector in Account Engagement settings. - 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. - Disconnect from Slack
You can disconnect the Slack integration by deleting your workspace and channel details in Account Engagement and then deleting the connector.
