a. Adding tabs (channels)
- Site_admin_1
Table of Contents
Prerequisite
It is assumed that the Slack authentication settings have been completed by the user performing the operation.
5-2.<For Users>How to use Slack Components (1) Slack Authentication Settings
Summary
By adding tabs to the Slack component, you are ready to view the timeline and post messages.
Information about the tabs is maintained within the Salesforce organization.
The following two options are available when adding tabs.
Option | Summary |
|---|---|
Create a new channel | A new channel is created in the Slack workspace at the same time the tab is added. |
Select existing channels | Add a tab by selecting from the channels already created in the Slack workspace. |
Supplemental information about the association of tabs and channels
Adding a tab on the Slack component will cause the Slack channel to become associated with SkyVisualEditor for Slack.
The association between a Slack channel and SkyVisualEditor for Slack can be verified by doing the following
- Right-click on the channel in the sidebar on Slack
- Select "Open Channel Details" from the context menu
- Open the Integration tab on the pop-up that appears
Tab Specifications
Add a tab for "Account Alpha Opportunity Channel" on the Slack component with the "Opportunity with Account Alpha" record open as shown below.
If you then open the "Opportunity with Account Beta" record and check the Slack component display, you will not see a tab for the "Account Alpha Opportunity Channel".
Since it is assumed that the Slack channel to be associated with a record is different for each record, the information on the tabs is managed in conjunction with the record, as shown above.
Operating Procedure
(1) Create a new channel
1. Select the [+] tab.
2. Select [Create a new channel] under [Create a new tab].
3. Enter a [New channel name] under [Create New Channel].
4. Select the type of channel.
5. Click the [Create a new tab] button.
When pressed, a new channel is created in the Slack workspace and a tab is added on the Slack component.
(2) Select existing channels
1. Select the [+] tab.
2. Under [Create a new tab], select [Select existing channels].
When selected, the display on the Slack component will toggle.
3. Select the target channel from the list of unselected channels in [Select existing channels].
- The Unselected list shows only Slack channels that have not had tabs added.
- Public channels are indicated by a # at the beginning and private channels by a key icon at the beginning.
- Multiple channels can be selected simultaneously by holding down the Ctrl or Shift key while clicking.
4. Click the [Right arrow] button. Click [Right arrow] to add the selected items to the list.
5. Click the [Create a new tab] button. A tab will be added on the Slack component.
