Users can send messages from the CalendarAnything App to Slack! Additionally, messages can include a direct link to the record page. Messages can be sent to individual users, private and public Slack channels. CalendarAnything for Slack supports all Slack plans including Enterprise Grid.
In this article you will learn how to:
Add Slack in Remote Site Settings
1. Navigate to Salesforce Setup
2. Security > Remote Site Settings
3. Add Remote Site
Login to Slack
Go to CalendarAnything Settings Gear
Click on Integrations > Slack Login tab
Click Login To Slack button
Follow the instructions in the Slack window and click Save in Calendar Settings.
Enable Slack Tab
Go to CalendarAnything Gear Settings. Select General Settings, in Display and Layout section navigate to Add-ons display setting and enable Slack add-on. Click Save.
Left click on a record within CalendarAnything
Open Slack Tab
Choose Type, search Conversation or User
Add Message and click Send Message.
Logout from Slack
Go to CalendarAnything Settings Gear > Click Integrations > Slack Login Tab > Click Logout from Slack button > Save