Enables Slack communication from your Salesforce screen

• The integration between Salesforce and Slack is achieved through a Slack component placed on the Salesforce record page.

• Slack channels can be tied to customer and negotiation records, and Slack communications can be leveraged in Salesforce with the following features

1. Display Salesforce records tied to Slack channels
2. Timeline of Slack channel messages on Salesforce screen
3. Post a message from the Salesforce screen to the Slack channel

• For more information on each feature, see < (2) Utilizing Slack Components >.

• See < 5-4. Slack Components Frequently Asked Questions > for FAQs.

Slack Components

• The Slack component is included in the AppExchange package of SkyVisualEditor LC and requires a SkyVisualEditor LC license for use.

• Please refer to < 5-3.<For Administrators> Slack Component Deployment Procedure > for information on installing and configuring Slack components in your organization. 

Slack App

• SkyVisualEditor for Slack is the Slack application required to integrate Salesforce and Slack through the Slack component.

• To install SkyVisualEditor for Slack, see the following page.
  • (6) Install Slack application (SkyVisualEditor for Slack) & save Slack credentials 

• After installing SkyVisualEditor for Slack, type the slash command "/sve help" on Slack to display help.

For more information on the Slack component, please refer to the help page below.

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