In this article we will describe how to create a Slack application in your workspace for use with Pharos.

Why Use a Custom Application?

While Pharos provides a Slack application for use some companies may not be able to utilize it for a number of reasons. Most commonly, your Slack workspace admin may prohibit the use of 3rd party apps for security and compliance reasons. If you are unable to utilize the Pharos Slack application the other option is create a Slack app within your workspace and configure Pharos to connect to it.

Will My Custom Application be Visible to Others?

Don't worry, this application will remain private within your workspace. Making an app public is a separate process that is not required for Pharos to function.

Creating a Custom Application 

To create a custom Slack application, first find to the Slack App Directory. This can be done from your workspace settings home page by navigating to Configure apps.

Once you've landed on the App Directory, follow the steps below to create and install your custom app. See the full list of OAuth scopes below the video.

Feel free to share this video with your Slack admin via this link.

OAuth Scopes List

Now that the app is live in our Slack workspace, let's resume the setup on Salesforce.

Configuring Pharos to Use the New Slack App

Now that we have a brand new shiny custom application, let's put it to use! This involves two steps: 

• Populate Client ID and Secret values in a custom setting
• Authenticate to slack from Pharos

The video below demonstrates both steps in order.