Slack Integration in ADvendio

Slack Integration Overview

Integrating Slack with Salesforce enhances communication and streamlines workflows by delivering real-time notifications and facilitating seamless collaboration. This guide provides a step-by-step walkthrough to setting up and utilizing the Slack integration within your organization.

Target Audience

This guide is intended for all ADvendio users, including campaign managers and sales representatives, who seek to enhance their workflow efficiency through the integration of Slack and Salesforce.​

Benefits of Slack Integration

• 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

1. Access App: Visit the landing page on our webpage or theSlack Marketplace

2. Initiate Installation: Click "Add to Slack" to install the package to your production or sandbox environment.​

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.​

1. Navigate to Permission Sets: In Salesforce Setup, enter "Permission Sets" in the Quick Find box and select it.​

2. Select Slack Standard User: Check the box next to "Slack Standard User" and click on it.​

3. Manage Assignments: Click "Manage Assignments", then "Add Assignments".​

4. Assign to Users: Select the users to assign the permission set to, click "Assign", and then "Done".​​

Step 3: Connect Slack to Salesforce

Establish a connection between your Slack workspace and Salesforce.​

1. Create oAuth flow for distribution (admin part)

2. In your Slack App, Authorize with Salesforce

Step 4: Configure Slack Notifications in Salesforce

Set up notifications to be sent to Slack based on specific Salesforce events.​

1. Access Notification Builder: In Salesforce Setup, enter "Slack Notification" in the App Launcher and select it.

2. 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").​

3. Define Recipients and Message: Select the Slack channels or users to receive the notification and customize the message content.​

4. Activate Notification: Set the notification status to "Active" and save it.​

Step 5: Create and Activate a Flow for Slack Notifications

Utilize Salesforce Flow Builder to automate the sending of notifications to Slack.​

1. Access Flow Builder: Navigate to "Flow Builder" in Salesforce Setup.​

2. Create New Flow: Select "New Flow" and choose the type of flow (e.g., Record-Triggered Flow).​

3. Define Trigger Criteria: Set the flow to trigger on specific events, such as when a media campaign's stage is updated to "Booked".​

4. Add Slack Notification Action: Within the flow, add an action to send a message to Slack, utilizing the previously created notification.