Table of Contents

• Prerequisite
• Summary
• Setup procedure(If the package version is "202210070.0" or higher)
• Setup procedure(If the package version is "202206300.0" or lower)

Prerequisite

It is assumed that all settings have been completed by the administrator.

    5-3.<For Administrators> Slack Component Deployment Procedure

It is assumed that you are already logged in to Slack on the browser for Slack authentication settings.

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Summary

Slack authentication settings will associate Slack user information with Salesforce user information and make the Slack component available.

This must be done by all users of the Slack component.

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Setup procedure(If the package version is "202210070.0" or higher)

* Premise

Please perform the following operations before making settings.

• • Log in to the Salesforce organization you plan to use in your browser
  • Log in to the Slack workspace you plan to use in your browser
  • Please use "the same browser that you used to log in" when performing the following setup procedure. 

  (When using a different browser, the login screen may be displayed before the authentication screen is displayed.)

1.From the [App Launcher], type "Setup SkyVisualEditor for Slack" in the [Search] box and select [Setup SkyVisualEditor for Slack].

  Upon selection, the following screen will appear.

2. Click the [Add to Slack] button. The following screen will appear in a separate tab.

3. Select the destination workspace in the upper right pull-down menu.

4. Click the [Allow] button.

5.When the [Allow] button is clicked, a screen similar to the one below appears.

6.Press the link "Store Slack credentials in your Salesforce organization" on the screen. After pressing the link, the following screen will appear.

  (This screen will be skipped if permission has already been granted.)

7. Clicking the [Allow] button will save the credentials in your Salesforce organization.

  When the saving process is successfully completed, the following screen is displayed.

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Setup procedure(If the package version is "202206300.0" or lower)

1. From the [Application Launcher], type [Setup SkyVisualEditor for Slack] in the [Search box] and select [Setup SkyVisualEditor for Slack].

    Upon selection, the following screen will appear.

2. Click the [Add to Slack] button. The following screen will appear in a separate tab.

3. Select the destination workspace in the upper right pull-down menu.

4. Click the [Allow] button.

5. When the [Allow] button is clicked, the following screen is displayed.

    (The text is hidden in the image, but it appears in the authentication information.)

6. Click the [copy] button to copy the authentication information to the clipboard. 

7. On the [Setup SkyVisualEditor for Slack] screen, paste the copied authentication information.

8. Click the [Save Authentication Information] button. The authentication information will be saved in your Salesforce organization.

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