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.

  1. Visit the Integrations Page and hit Connect under Salesforce
  1. Click Authorize on the Salesforce Authorization Page

  2. 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!