Slack Sales Elevate aka Sales Home - How Admins can enable!
Автор: Hey Kevin Can You Show Me How?
Загружено: 2026-01-15
Просмотров: 35
Описание:
This video shows how a slack admin can enable Slack Sales Elevate and how Salesforce Admins can provision access via permission set. Even though Elevate is no longer an independent SKU for Slack, it does retain some key functionality that has not yet made it into the native Salesforce integration, which is why you might care about this video! BUT -- it is strongly recommended that you shift to the native integration "Salesforce" app.
01:46 Slack Sales Home User Permission Set
02:32 Slack Admin Starts Setup
03:20 The Sales Setting Menu
04:24 What End Users See The First Time
07:06 End User Template Notifications
07:55 Why Elevate Over Salesforce Integration?
Video recorded on salesforce org in winter '26 and Slack Business+ Trial.
Official documentation: https://slack.com/resources/slack-for...
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