System Requirements

Before you begin the installation process, ensure that your environment meets the following requirements:

If you'd like an overview of how Momentum accesses your systems and the permissions granted, please review our Permissions and Access Overview document.

Momentum Permissions and Access Overview

Step-by-Step Installation Guide

Step 1: Install the Momentum App in Slack

  1. Navigate to the Slack App Directory.
  2. Search for "Momentum" and click on the app.
  3. Click the "Add to Slack" button.
  4. Follow the prompts to authorize Momentum within your Slack workspace.

Pro-tip: you can directly navigate to this page to install our app: https://api.momentum.io/slack/install.

Step 2: Authorize Momentum in Salesforce

  1. Open the Momentum app within Slack.
  2. Click the "Authorize Salesforce" button within the app.
  3. Sign in to your Salesforce account as an admin.
  4. Follow the prompts to authorize Momentum's access to your Salesforce instance.

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Step 3: Provisioning Your Momentum Instance