Get Started with Slack in Salesforce

Step 1: Create Your Workspace

1. From Setup, in the Quick Find box, enter Slack Guided Setup and select it.
2. Click Start Slack Setup.
3. In Create a Slack workspace, click Get Started.
4. Enter a name for your Slack workspace, then click Save.

Step 2: Add Slack Conversations to Salesforce Record Pages

After you create a workspace, you can configure the Slack channel component to appear on Salesforce record pages. The Slack component is a standard page component that allows users to access Salesforce channels on record pages you choose.

1. In Add Slack conversations to record pages, click Add.
2. In Slack Channels for Records, select + Add Objects in the top-right corner.
3. Search for and select the objects that you want to add.
4. To open a record page in Lightning App Builder, click the relevant page under Record Pages and then click Edit.
5. To add Slack conversations to the record page, drag the Slack component onto the canvas and save your changes.
6. Return to Guided Slack Setup and select I am done with this step.

Step 3: Grant User Access to Slack

When your Slack workspace is ready, you can allow your users to access it. You can invite all internal users in your Salesforce org or manage access using an identity management tool, such as Okta. If you like, you can also manually invite members via Slack to grant access to a more customized set of users.

1. In Grant users access to Slack automatically, click Manage.
2. Choose Auto create and connect Slack accounts or Use identity management tools, click Save, and then follow the prompts to complete your setup.
   When you use the Auto create and connect Slack accounts to grant users access to Slack, they receive an email prompting them to set up their accounts.