2/13/2024 0 Comments Who owns slack appYou will be redirected to the Event Dashboard page.Ĭlick on the "Integrations" option from the left-side panel. To set up the Slack + Salesforce integration for a specific event, please follow these steps:įrom the Events page, choose the event you want to set up the Slack + Salesforce integration for. Click on the Finish button to complete and enable the Integration Setup for Slack in your Goldcast account.īy following the above steps, you can easily set up authentication for the Slack + Salesforce Integration.If the account connection is successful, a confirmation message will pop up, indicating that Slack + SF Integration has been configured successfully.Click on the Create button to authenticate your Salesforce account.Click the "Allow" button to connect your Salesforce account.Choose the type of Salesforce account you will be connecting(Sandbox/Production).Click New Authentication to add a Salesforce account and enter respective details in the popup.You can choose any name you prefer for your authentication.Click on Next button to proceed to the Salesforce account authentication screen.Click the Allow button to connect your workspace. You will be redirected to an Authentication screen where you will be prompted to grant access to information in your Slack workspace.You can choose any name you prefer for your authentication. In the popup that appears, enter a name for your integration in the provided field, and click Create to proceed.To begin, Click on the New Authentication button on the screen.You will receive a confirmation pop-up for the installation, and then you will be redirected to a screen to further authenticate your Slack Workspace and Salesforce account. Click the "Install" button to complete the installation.Upon clicking, you will be redirected to the Integrations page in your Goldcast Studio, and a pop-up titled Install Slack + Salesforce will appear.Select the Install This App button to initiate the installation.From the Goldcast Marketplace page, click on the Learn More link on the Slack + Salesforce tile.Installing the Slack + Salesforce Integration Note: Before beginning the Slack + Salesforce integration process, we recommend logging into your Goldcast Studio, Slack Workspace, and Salesforce account to avoid having to do so later in the setup process. A Salesforce account with permissions to add leads and install apps.Ĭonnecting a Goldcast Org to a Slack Workspace.Send messages as Goldcast Bot chat:write:bot.View email addresses of people in a workspace users:read.email.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |