Momentum also works on Slack Connect channels! This is very handy as it allows customers to use the Momentum features that they love to automate and optimize processes also in channels shared with customers and partners.
First, make sure you've installed the latest version of our Slack bot (Step 2 of this guide). This will make sure you are using the latest permission scopes, including the ones that Momentum Bot needs in order to interact with Slack Connect Channels.
Then, make sure you invite Momentum to the Slack Connect channel you need help with. You can use the built-in "Add Apps to the Channel" Slash command by typing
/app from the Slack channel and Selecting Momentum:
Once Momentum is invited, you can go ahead and run the
/momentum-link-connect-channel Slash command to link the Slack Connect channel to an Opportunity. Don't worry, this process is transparent to customers of other members in the channel.
Select an Opportunity:
If the Opportunity has a Dealroom associated, you will see a confirmation posted in the Dealroom:
And that's it! The Slack connect channel is now linked to a Salesforce Object so you are ready to use your favorite Momentum features to interact with it, like for example Momentum workflows that trigger on Connect channel interactions.