Slack Integration - Admin Part

How to Access and Use

Install ADvendio Pulse in Salesforce

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

2. 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.

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".​​

Connect Slack to Salesforce

Establish a connection between your Slack workspace and Salesforce.​

1. Create oAuth flow for distribution.

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.

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