Setting up the Slack Integration

Before you can use the Slack integration, you must:

  • Configure the Certinia Services Gateway connected app
  • Provide users who will be using the Slack integration with access to do the following:
    • Create Slack channels from records in your Certinia apps
    • Add or remove users from channels

To enable users to use the Slack integration, you must assign them read and create permissions for the following platform events:

  • Slack Channel Event
  • Slack Channel Member Event

You must also assign the Certinia Services Gateway connected app to users who will be using the Slack integration.

For more information about managing access to connected apps, see the Salesforce Help.

Your Slack workspace administrator must complete the following steps to provide access to Slack from your org. This makes the Certinia app available to users in your workspace.

To install and configure the Certinia app in your Slack workspace, do the following:

  1. Go to https://api-gateway.services.financialforce.com/slack/login.
    Note:

    If you are using a sandbox environment, navigate to https://sandbox-api-gateway.services.financialforce.com/slack/login

  2. Click Sign in with Slack. The permissions that the Certinia app needs are displayed.
  3. Click Allow. The app is installed in the Slack workspace.

When the app is installed, you can inform your users that the Certinia app is available in Slack. They must then follow the instructions in the welcome message to start using the app.

The Slack Channel Manager is a Lightning component that enables you to create channels for a record and manage the list of users in that Slack channel. You can add the component to your Lightning pages.

For more information about adding Lightning components to Lightning pages, see the Salesforce Help.

PSA provides additional Slack integrations features. For more information about the Slack integrations available in PSA, see Overview of the PSA Slack Integration.