Slack Integration Setup

On This Page

You’ll need permission to create a Slack app to complete this tutorial. You’ll also need permission in Salesforce to create a Remote Site.

Create Slack App

Follow these instructions to create a Slack app for Kubaru:

  1. Sign into Slack.
  2. Navigate to https://api.slack.com.
  3. Click Your apps.
  4. Click the Create New App button.
  5. Select the From scratch option.
  6. Fill in the App Name (e.g. “Kubaru”).
  7. Select your Slack workspace.
  8. Click the Create App button.
  9. Click the Incoming Webhooks option in the side navigation.
  10. Enable the toggle next to Activate Incoming Webhooks.
Enable activate incoming webhooks in Slack app.
  1. Click OAuth & Permissions in the side navigation.
  2. Scroll down to the Scopes section.
  3. Under Bot Token Scopes, click Add an OAuth Scope.
  4. Search for and select the following scopes: “chat:write”, “users:read.email”, and “users:read”.
Select the bot token scopes for your Slack app.
  1. Click Basic Information in the side navigation.
  2. Scroll down to the Display Information section.
  3. Click Add App Icon and upload the Kubaru Favicon. Note: you can right-click on the Kubaru Favicon link and select “Save image as” to download it to your computer.
  4. Click Install App in the side navigation.
  5. Click the Install to {workspace name} button.
  6. Select an existing channel in the Where should Kubaru post? section or create a new one and refresh the page so you can select it.
  7. Click the Allow button. You will be redirected back to the Basic Information page and should see a success message indicating that your app has been installed.
  8. Click OAuth & Permissions in the side navigation.
  9. Copy the Bot User OAuth Token.

Create Remote Site

Next we’ll create a remote site for Slack in Salesforce:

  1. Sign into Salesforce.
  2. Navigate to Setup.
  3. Search for and select Remote Sites Settings using the Quick Find search bar.
  4. Click the New Remote Site button.
  5. For the Remote Site Name, enter “Slack”.
  6. For the Remote Site URL, enter “https://slack.com”.
  7. Click Save.
Create a Slack remote site in Salesforce.

Connect Slack App To Kubaru

Finally, we’ll connect our Slack app to Kubaru:

  1. Select Kubaru from the App Launcher menu.
  2. Expand to the Admin tab in the navigation menu.
  3. Click Settings.
  4. Click Notifications.
  5. Click Add Token under Slack API Token.
  6. Paste the Bot User OAuth Token you copied from Slack.
  7. Click Save Token.
  8. Update your Slack Notifications setting from “Disabled” to “Enabled” or “Enabled, users can override”.
Enter your Slack API token.

And that’s it – whew! Nice work 🥳

Things to keep in mind

  • Slack notifications are not supported for free editions of Slack.
  • Slack users will be automatically matched up to your Salesforce users based on email address. If for some reason a user’s email is mismatched between the two systems, you will need to add their Slack ID manually. See User Not Receiving Slack Notifications for more information.
  • Was this article helpful?

    On This Page