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Real-Time Collaboration: Receive immediate updates on business-critical changes, reducing the need for manual checks and improving decision-making.
Streamlined Communication: Collaborate seamlessly on campaigns, deals, and other processes within Slack, reducing response times.
Increased Efficiency: Eliminate manual reporting tasks with automated Slack notifications, ensuring all stakeholders are promptly informed.
Customization and Flexibility: Set up notifications based on any Salesforce object, workflow, or business rule to tailor the integration to your needs.
How to Access and Use
Step 1: Install ADvendio Pulse in Salesforce
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Initiate Installation: Click "Add to Slack" to install the package to your production or sandbox environment.
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Note: Please note that during the testing phase, we will provide the installation link.
Step 2: Grant Permissions to Salesforce Users
Assign the Slack Standard User permission set to all users in your Salesforce org who will interact with Slack.
Navigate to Permission Sets: In Salesforce Setup, enter "Permission Sets" in the Quick Find box and select it.
Select Slack Standard User: Check the box next to "Slack Standard User" and click on it.
Manage Assignments: Click "Manage Assignments", then "Add Assignments".
Assign to Users: Select the users to assign the permission set to, click "Assign", and then "Done".
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Connect Slack to Salesforce
Establish a connection between your Slack workspace and Salesforce.
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In your Slack App, Authorize with Salesforce
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Configure Slack Notifications in Salesforce
Set up notifications to be sent to Slack based on specific Salesforce events.
Access Notification Builder: In Salesforce Setup, enter "Slack Notification" in the App Launcher and select it.
Create New Notification: Click "New Notification" and define the criteria for triggering the notification (e.g., when a media campaign's stage changes to "Booked").
Define Recipients and Message: Select the Slack channels or users to receive the notification and customize the message content.
Activate Notification: Set the notification status to "Active" and save it.
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Step 5: Create and Activate a Flow for Slack Notifications
Utilize Salesforce Flow Builder to automate the sending of notifications to Slack.
Access Flow Builder: Navigate to "Flow Builder" in Salesforce Setup.
Create New Flow: Select "New Flow" and choose the type of flow (e.g., Record-Triggered Flow).
Define Trigger Criteria: Set the flow to trigger on specific events, such as when a media campaign's stage is updated to "Booked".
Add Slack Notification Action: Within the flow, add an action to send a message to Slack, utilizing the previously created notification.
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