Mapping Users in the Slack integration

This feature is available on the Advanced & Unlimited Tiers. Learn more

This feature is currently in a Beta release. Please contact [email protected] for information about accessing this feature.

Note that you will have to have completed the Slack integration installation before you are able to map users.

Mapping users

In order to ensure notifications are going to the correct user Distribution Engine maps each Salesforce user to their corresponding Slack account. Distribution Engine can automatically attempt to map these users by email address as part of the installation. For any users who are not successfully matched, or if the automatic mapping process is not used, a Distribution Engine admin will need to manually map users accounts.

The automated mapping process can be re-run at any time by clicking 'rerun' mapping from the Slack integrations page.

Only automatic mapping is available currently. User email addresses will need to match betwen Salesforce and Slack. Manual mapping will be supported soon.

Messaging Utility

Administrators are able to prompt users to connect their Slack and Salesforce accounts by sending a message to a Slack channel.

Once the Slack integration is installed, the Integrate tab will have an option to select a slack channel and provide custom content for a message. The message will be sent to the chosen channel, and will be accompanied by a link for users to connect their accounts. You can see the manual steps for admins to connect the Slack and Salesforce accounts below.

Manually Mapping

If the automatic mapping has not found a match for, or has incorrectly mapped a user, then admins are able to manually map users. To map a user, click the row menu and select 'Map Slack user'. This loads the Map dialog. From here you can search for the appropriate slack account for each user. You can search by name, email, or slack member id.

Managing Team Members

You can view the connection status of your users by going to the 'Manage Team Members' tab of Integrations. Here you will see a list of all users, their teams and their connection status.

Reminder emails

You are able to send a reminder email once a day to users who have not connected their slack account. This email contains a link that will allow the users to directly connect their accounts. You can do this by clicking the row menu of an individual user, or selecting multiple users and using the bulk activity dropdown to select 'Send Slack connection reminder'.