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Slack Integrations
Set Up Users to Create Sales Channels from Salesforce

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Set Up Users to Create Sales Channels from Salesforce

To let users create sales channels from Salesforce, assign the Run Flows permission to your users’ permission set. Also, make sure the Link a Slack Channel action is added to opportunity and account record pages.

Required Editions

User Permissions Needed
To create permission sets: Manage Profiles and Permission Sets
To assign permission sets to users Assign Permission Sets
To edit an object’s page layout Customize Application

Before users can create sales channels in Salesforce, you must enable sales channels in Salesforce Setup and give users Read and Create access to the Swarm object. See Enable Sales Channels and Set Up Users to Create Sales Channels in Slack.

  1. Assign the Run Flows permission to a permission set or profile that includes the users who you want to create sales channels.
  2. Make sure that the Link a Slack Channel action is available from opportunity and account records, see Add an Action to an Object’s Page Layout.

See Also

 
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