Installation Overview

Installation of Case-to-Slack requires:

1. Installation of Case-to-Slack Salesforce components (“Case-to-Slack_SFCore”), available on the Salesforce App Exchange
2. Light configuration of the Salesforce components
3. Self-provisioning via the Case-to-Slack Service using the link provided in the instructions below
4. Installation of the Slack Component, which is a Publicly Distributed Slack App

Step-by-Step Instructions (follow carefully, please!)

Install the Case-to-Slack 2GP Managed Package from the Salesforce App Exchange (or via the link here: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHs000000FXRtIAO).  This package is the one named “Case-to-Slack_SFCore“.

Go to your Salesforce setup.  First update the configuration of the Connected App by typing “Manage Connected” in the Quick Find bar, and selecting “Manage Connected Apps”.  Click on Master Label entitled “Case2Slack_External_Service_Connection”.

OAuth Policies must be configured such that “Admin approved users are pre-authorized”.  If required, click on “Edit Policies” and select “Admin approved users are pre-authorized” from the dropdown next to the “Permitted Users” label in the OAuth Settings section.  Click “Save”.

Next, you will need to configure permissions to the Connected App.  There are two ways to do this: (1) Assign Profiles that will cover both those Users in your Salesforce Org who assist with Service Case management, or (2) Utilize Permission Sets to do so.  Note: if you utilize Permission Sets to do so, you’ll need to add the App from the Permission Set configuration screen.

Next, you will need to create a Certificate so that the Case-to-Slack Service can authenticate your calls from Salesforce to the Case-to-Slack Service.  

Go to “Certificate and Key Management” and create a Certificate (self-signed is suitable for the Case-to-Slack Service).

You do NOT need to make the private key exportable.  Once you’ve created and named the Certificate, download the certificate – you’ll need to provide it at provisioning.

Next, you’ll need to reconfigure the Named Credential for JWT authentication using the Certificate you just created.

Go to your Named Credentials and select the one labeled “CaseToSlackService_LNC”.

Click Edit:

Change the Authentication Protocol to “JWT”.  The Issuer, Named Principle Subject, Audiences, and Token Valid for should all pre-populate.  Select the JWT Signing Certificate (the one you created in the previous step).  Do the same for the first field, “Certificate”.  Save.

At this point, the Salesforce components for Case-to-Slack should be properly configured.  While you are in Salesforce Setup, go ahead and get items required for Case-to-Slack Service self-provisioning.

You will need to get your Salesforce Org ID.  You can find this by typing “Company Info” in the Quick Find box and selecting “Company Information”.  You will see the “Salesforce.com Organization ID” in near the bottom of the right-hand column.  Record it.

You will need to identify a “User” whose OAuth credentials can be used by the Case-to-Slack Service to query Salesforce.  Select a User who has permissions to access User sObjects and Case sObjects.  This can be an actual User or an administrative “service account”.  Record this User’s Username. 

Now it’s time to do self-provisioning for the Case-to-Slack Service, hosted by Measure Consulting.  Go to the following link, which will redirect to the most current provisioning application: case2slackprovisioning.measure-consulting.com.

In order for self-provisioning to be successful, the Case-to-Slack Service tries to match your Slack “Workspace Name” (typically your organization’s or company’s name) to the “Company / Organization Name” provided during self-service provisioning.  Keep this in mind when filling out the form.

Once you have completed self-service provisioning, you will need to install the Slack App that interacts with the Case-to-Slack Service.  Use the button below to install the Case-to-Slack Slack App (or visit the following install link: https://slack.com/oauth/v2/authorize?client_id=5258852172128.5258862716480&scope=channels:history,channels:manage,channels:write.invites,channels:write.topic,chat:write,chat:write.public,commands,groups:history,groups:write,pins:write,users:read,users:read.email,channels:read&user_scope=channels:write,groups:write,mpim:write,im:write):
This should take you here:

Install the Slack App.  Unfortunately, this will take you to a blank page, but you should be good to go.

If you have any problems or questions, email case2slack@measure-consulting.com.