Salesforce
Setup
You’ll need a Salesforce administrator to complete the setup.
If you already have the Salesforce Service Integration installed, you can
simply hit Connect
under Salesforce on the Integrations
Page.
- Visit the Integrations Page and hit
Connect
under Salesforce

-
Click
Authorize
on the Salesforce Authorization Page -
Click
Manage
on the Salesforce Integration and Confirm the User Mapping is set correctly. The User Mapping allows us map Salesforce Users to Slack Users

All done!
You’ve setup our Salesforce Integration
By default, the
Type
field on the Account object will sync to Pylon. Other fields on Account can be synced as well - let the Pylon team know which fields you’d like synced in your shared channel!