Estimated time for setup ~ 60 minutes
Admin privileges will be required for Salesforce and Slack to install and configure the respective Chat:Bridge components
Prerequisites
Before embarking on the installation and configuration steps for Chat:Bridge, please make sure to have the following prerequisites available or completed.
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A Salesforce integration account that will be used from Slack for all communications to Salesforce. For required permissions associated with this account, please refer to Chat:Bridge Salesforce Integration User Permissions, especially if you plan to configure permission sets to manage Slack integration access.
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A Slack Team that is the target for message exchanges with your Salesforce instance.
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Admin privileges for Salesforce and Slack to install and configure the respective applications.
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A Remote Site Setting in Salesforce corresponding to your Salesforce org URL where Chat:Bridge will be installed.
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Custom page layouts to share specific context related to Salesforce objects with Slack users. For more on this, please refer to Chat:Bridge – Custom page layouts for sharing with Slack users.
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Installing Chat:Bridge Package in Salesforce Org -
Permissions required for Salesforce Integration User -
Configuring Remote Sites -
Installing Chat:Bridge Application for Slack -
Verifying Salesforce Integration User permissions -
Configuring Layouts for Salesforce Objects to be shared with Slack -
Enabling Salesforce Objects to be Searchable and Updatable from Slack -
Enabling Salesforce Objects to be Updatable from Slack -
Configuring Salesforce Objects to be Creatable from Slack -
Associate Slack Users with Salesforce Profiles -
Adding Slack Quick Action to Page Layouts