How to Connect Slack and Salesforce - for Existing Slack Customers!
Автор: Hey Kevin Can You Show Me How?
Загружено: 2026-01-14
Просмотров: 4
Описание:
Shows how a Slack Admin and a Salesforce Admin can work together to quickly integrate a slack and salesforce org. This shows how to auto-match Slack users to Salesforce users and how to manually allow a Slack user to authenticate to Salesforce if you do not choose to auto-match. Why do you want to do this?-- So Slack users can interact with their Salesforce data directly in Slack! This video will show the perspective of both admins as well as a slack user who is automatically mapped and does not have to login as well as a user who has to enter a username/password in order to connect slack and salesforce.
00:20 Slack Admin's First Step
01:58 Salesforce Admin's Next Step
02:42 Slack Admin's Final Step
03:35 Manually Adding Salesforce Access to a Slack User
Video recorded using a Salesforce developer org on Winter '26 and a Slack Business+ Trial. Official documentation for this click-thru: https://slack.com/help/articles/30754...
Questions this helps answer:
How do we integrate slack and salesforce?
How to connect slack users to salesforce?
How to auto-match slack and salesforce users?
How can a user log in to salesforce from slack if they were not auto-matched?
What is "seamless auth"? (answer: this connection)
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