This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.
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This article explains how Admins can configure Sally users for Slack.
To access Gainsight Sally in Slack, Sally must be added to the Slack team. The members of the Slack team are then brought into Gainsight and given access permissions to Sally. After Sally is added to your Slack team, you can manage users (give/revoke access to users in Slack to Gainsight) and also provide access to users outside of your org.
For end-user instructions, refer to Use Gainsight Sally in Slack article.
Configure Users to Sally
To add Sally to your Slack team:
- Navigate to Administration > Sally > Slack.
- Click Add to Slack. The Sign-in dialog appears.
Note: If you have already logged into a Slack team, this dialog displays the list of Slack teams at the top-right corner, and you can select a team to grant access.
Enter a team name and click Continue.
Note: A Slack team can be authorized in only one tenant (Gainsight Org). You cannot authorize a Slack team with more than one Gainsight org. For testing purposes, it is recommended to create a dummy Slack team and authorize it with Gainsight.
- Review the information and click Allow. If authorization is successful, a success message appears.
- After successful authorization, your team will be visible in the Administration > Sally screen.
Hover over your team’s name and the Admins can see the following three options:
- Manage Users - Click on this option to manage users in Gainsight. Users are navigated to the Administration > User Management screen.
- Re-authorize - Click on this option to re-authorize Gainsight Sally with your Slack team. This option is useful if a Slack Admin’s credentials are no longer valid, so a new Slack Admin can use this option to re-authorize Sally.
- Revoke - Click on this option to remove access to Gainsight Sally for your team.
- Click Manage Users. The User Management screen appears.
- From the Connection Type dropdown, select Slack workspace type.
- From the Connection dropdown, select the type of Slack workspace.
- Click Load Users. Users from the Slack workspace type are loaded.
- Select the checkbox adjacent to the users to move to specified Slack avatar.
- Click Save. The selected users are added to the avatar list.
- Click Cancel. The User Management screen appears.
- Select an avatar of type Slack from the dropdown at the top left corner of the page.
- Select the required users to grant Sally access for specific Slack workspace.
- Click three dots and select Enable Sally Access. The Sally Enabled status of the selected user is changed to True.
Note: While adding the users to Gainsight, if the system determines that the user has a Gainsight license, then access to Sally is given automatically.