CalendarAnything for Slack

When Slack is integrated with CalendarAnything, you can send Slack messages directly from a calendar.  Messages can include a link to a calendar record and be sent to users, private channels, 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 (Admin)
• Log in to Slack
• Enable Slack Tab
• Send Messages
• Log out from Slack

Add Slack in Remote Site Settings (Admin)

The first step to installing the CalendarAnything/Slack integration, is for a system administrator to add Slack as a remote site. This done by following these steps:

1. Navigate to Salesforce Setup.
   
2. On the Settings menu, navigate to Remote Site Settings.
3. On the Remote Site Settings page, click New Remote Site.
   
4. On the Remote Site Edit page:
   • Enter Slack in the Remote Site Name field.
   • Enter https://slack.com in the Remote Site URL field.
   • Click Save.
     

Log in to Slack

To work with the Slack integration, log into Slack as follows:

1. In CalendarAnything, click the CalendarAnything Settings gear.
   
2. On the Settings menu, navigate to Slack Login.
3. On the Slack Login page, click Login to Slack.
   
4. On the workspace sign in window, follow the instructions.
   
5. Next you will see a permission request page to integrate CalendarAnything with Slack. Click Allow.
6. Wait until you see the successful integration message. Then click Save.
   

Enable Slack Tab

To send Slack messages from a selected CalendarAnything calendar record, you must configure the record popup to include the Slack tab. Follow these steps to do so:

1. In CalendarAnything, click the CalendarAnything Settings gear.
   
2. On the Settings menu, select General Settings > Display and Layout.
3. On the Display and Layout page, scroll to Add-ons.
4. Select the Slack checkbox.
5. Click Save.
   

Send Messages

Follow these steps to send a Slack message from a selected calendar record in CalendarAnything:

1. Left click on a record within a CalendarAnything calendar.
2. Open Slack tab.
   
3. Choose Conversation or User.
   
4. Enter your message in the text area provided.
5. Click Send Message. Note: Scroll down if you don’t see the Send Message button.
   

Log out from Slack

To log out of the CalendarAnything/Slack integration, follow these steps:

1. In CalendarAnything, click the CalendarAnything Settings gear.
2. On the Settings menu, navigate to Slack Login.
3. On the Slack Login page, click Logout From Slack.
   
4. Wait for the status message to appear.
5. Click Save.