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    4. Manage Slack Sales Elevate

Manage Slack Sales Elevate

Sales Elevate is an add-on for Slack that integrates with Salesforce Sales Cloud and allows teams to update Salesforce objects, receive notifications for important deals, and more in Slack. Once you’ve set up your initial configuration, you can manage Sales Elevate settings for your Slack workspace or Enterprise Grid organization.

Note: Workspace Primary Owners (Business+) and members with the Roles Admin system role (Enterprise Grid) can assign the Sales Admin system role to members.


Connect additional Salesforce orgs

If you use multiple Salesforce orgs, you can connect up to 24 additional orgs once you’ve configured Sales Elevate.

  1. Click   Sales in the sidebar.
  2. Select the   gear icon.
  3. Click the Salesforce org drop-down menu and select Add Salesforce org.
  4. Select   Add a new Salesforce org, then click Connect.  
  5. Choose whether your Salesforce org is a Production or Sandbox environment, then click Continue.
  6. Click Login to Add, then follow the prompts. Remember to log in using a Salesforce System User.

Slack will automatically connect to Salesforce and begin syncing your data. This normally takes a few minutes, but can take longer for orgs with more data.


Set up Salesforce object lists

Sales teams can use Salesforce lists to easily update Salesforce objects in Slack. By default, teams can see lists for accounts, opportunities, leads, contacts and cases, but you can add or remove objects to suit your needs. You can also suggest up to 25 default lists per object to surface specific lists to your team when they update Salesforce objects in Slack.

  1. Click   Sales in the sidebar.
  2. Select the   gear icon.
  3. Click   Salesforce lists in the settings window.
  4. Click   Add object.
  5. Select a Salesforce object. If you’d like, suggest default lists for your object.
  6. Click Save.

Note: To remove a Salesforce object, click the   three dots icon next to it, then click Remove object.


Manage Sales Elevate notifications

Create custom notifications

Sales Admins can create notifications in Sales Elevate to help their team stay informed about new opportunities, important deals, and more. 

  1. Click   Sales in the sidebar.
  2. Select Edit sales settings in the top right.
  3. Click   Notifications.
  4. Next to Admin-created notifications, click Manage. 
  5. Click Create notification.
  6. Choose a template, then select from the options to customize it.
  7. Click Save notification.

Manage custom notifications

Sales Admins can edit or delete any admin-created notifications.

  1. Click   Sales in the sidebar.
  2. Select Edit sales settings in the top right.
  3. Click   Notifications.
  4. Next to Admin-created notifications, click Manage. 
  5. Click the   three dots icon next to a notification.
  6. Select Edit or Delete, then click Save notification or Delete notification to confirm.

Tip: View more details about the notifications created by your organization in the Notifications section of the Sales settings dashboard.

Manage notification settings

You can decide whether Sales Elevate notifications are allowed in channels with external members. On the Enterprise Grid plan, you can choose which workspaces are able to receive these notifications.

  1. Click   Sales in the sidebar.
  2. Select Edit sales settings in the top right.
  3. Click   Notifications.
  4. Click the toggle next to External channels to allow notifications in channels with external people.
  5. On the Enterprise Grid plan, select Edit and follow the prompts to enable notifications in certain workspaces.

Note: Configure a Slack Record Layout in Salesforce to customize the fields and notifications that members can edit in Slack.


Assign Sales Elevate access

Only members that are assigned access to Slack Sales Elevate will be able to use it. You'll be charged for each member you add. 

Add members

  1. Click   Sales in the sidebar.
  2. Select Edit sales settings in the top right.
  3. Click People.
  4. Select Add Individual in the top right and search for the member you’d like to add. To add members in bulk, click Add by CSV and follow the prompts. 

Remove members

  1. Click   Sales in the sidebar.
  2. Select Edit sales settings in the top right.
  3. Click People.
  4. Click the   three dots icon next to a member's name and select Remove access. To remove members in bulk, select up to 10 members, then select Remove access.

Note: To download a list of members with Sales Elevate access, click Export full member list.

Who can use this feature?
  • Members with the Sales Admin system role
  • Business+ and Enterprise Grid plans

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