Are you an admin who supports multiple Salesforce orgs that need to connect to a single Slack workspace? If yes, this blog is for you! We’ll deep dive into a new feature called Multi-Org, available in the Salesforce for Slack app.
This feature gives users easy access to multiple Salesforce orgs within Slack, making it more convenient and efficient for both Salesforce Admins and their users. For example, you can now receive approvals and notifications from multiple Salesforce orgs as well as run screen flows. Sales/Service/CRM Analytics apps will also start to use this feature soon.
Prior to this enhancement, users could only use a single Salesforce org to access a Slack workspace with the Salesforce for Slack app. As an admin, if you were supporting multiple Salesforce orgs and needed to connect your users to the same Slack workspace, you were out of luck. The new Multi-Org feature empowers admins to link multiple Salesforce orgs to a single app within a workspace. This added flexibility facilitates seamless transactions with either the preset default Salesforce org or a user-designated preferred Salesforce org (if different from the default org).
It only takes a few steps to set up the connection between the Salesforce orgs and Slack.
To get started, enable Slack integrations in the Salesforce orgs AND assign the “Connect Salesforce with Slack” permission using a permission set to your admin user account and all users who need to connect Slack with this Salesforce org.
Once you’ve enabled Slack in the Salesforce org, the next step is to install the Salesforce for Slack app.
During the Salesforce for Slack app installation, you’ll be asked to authenticate a Salesforce org, which will be set as the "default" org for any actions performed within the Slack workspace. The default org serves as the primary target for all commands and shortcuts issued by a user within Slack. In other words, when a user utilizes a command or shortcut, it’s directed toward this specified default org. Events coming from the Slack workspace will be sent to all connected orgs. However, the events will include additional metadata so that the handling org can determine if it was set as default. The responsibility lies with the admin to select this default org; ideally, it should be the org most frequently accessed by users within the workspace for their various requests.
However, Salesforce understands that there might be instances where users need to interact with different orgs that are not used as frequently. For such cases, users have the ability to set their preferred org when making a specific request. This reroutes their commands or shortcuts to the chosen org for that particular instance, providing flexibility and control over the interaction with multiple orgs.
Once you’ve installed the Salesforce for Slack app, use the “Manage Orgs” command in the app to authenticate and connect to additional Salesforce orgs. Users can use “/sfhq-manage-orgs” to access the “Manage Orgs” modal. This allows users to access data and perform actions in those other Salesforce orgs directly from Slack.
Note: In order to see the “Connect New Org” button, the user must be a Slack Admin, a Salesforce Admin in the default org, or a user in the default org with the “Manage Slack app organization connections for Slack apps” user permission.
And there you have it! That's all it takes to set up the Multi-Org feature in the Salesforce for Slack app. This feature is available now, so start using it today! By connecting multiple Salesforce orgs to your Slack app, you can manage your tasks more efficiently and save time.
Slack users can also choose a preferred Salesforce org if they want to work with one that’s different than the default org set by the Salesforce Admin. Users can easily designate their preferred Salesforce org using the same “Manage Orgs” command, making it the primary org for their actions within Slack.
If a Slack user has not been mapped to a Salesforce org, that user will see a “Connect User” button.
This new Multi-Org feature offers a great advantage to Salesforce Admins and users, as it eliminates the need to context switch between different apps or platforms to access data from multiple Salesforce orgs. With this feature, users can conveniently connect to and work with different orgs all within a familiar Slack interface. Teams can collaborate even more efficiently and seamlessly, improving productivity and streamlining workflows.
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