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            Setting Up Sales Cloud for Slack for Your Salesforce Users

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            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.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            Available in: Slack (where approved by a workspace admin)
            1. Considerations for Sales Cloud for Slack
              Before setting up the app, learn about these product and installation considerations.
            2. 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.
            3. 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.
            4. 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.
             
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