Get to know the basics, and a few helpful tips & tricks along the way!
Want to learn more about setting up your team? Look no further!
Supplemental Slack info for you and your team.
Tips and tools for beginners and experts alike.
Launching a new team or joining one for the first time?
Our easy-to-read guides help your team work better, together, from day one.
Getting More Out of Slack
Ready to level up? Browse our time-saving tricks and practical tips for
making Slack work for you.
All kinds of teams thrive with Slack — take a look at our department-specific guides.
More coming soon!
Slack Enterprise Grid
Get familiar with Slack Enterprise Grid for large organizations.
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Salesforce for Slack
Combine Salesforce and Slack to work more efficiently and keep the team aligned on what's important.
Choose the features you'll need
There are two ways to use Slack and Salesforce together.
How it works
Salesforce app in our App Directory can be installed on its own. However, you must have Slack's Salesforce app installed before you can connect the Slack app found in the Salesforce AppExchange.
Install the Salesforce app from
so you can: Slack’s App Directory
Search Salesforce Contact and Account records using a slash command in Slack
Paste Salesforce links in Slack to share details about a Contact, Account, Lead, or Opportunity with your team
Next, install the Slack app from the for additional functionality: Salesforce AppExchange
Link Salesforce records with channels on your Slack team
Share messages between Slack and Chatter
Install from Slack's App Directory
Visit the Salesforce app page in the App Directory.
Click Install .
Authenticate your Salesforce account.
Search Salesforce from Slack
To search, use the slash command /salesforce followed by your search term and click send. Slack will display the top three records — simply click one to see more details or to view in Salesforce.
Get more info on Salesforce links in Slack
Copy and paste any link to a Salesforce record in Slack to share more information with your teammates. The link will expand automatically with details from Salesforce.
Install from the Salesforce AppExchange
Only Salesforce Administrators can install the app from the Salesforce AppExchange. Here's how:
Visit AppExchange Marketplace from the Salesforce Setup Menu.
Search for the Slack app, then click Get It Now.
Review the app components, then click Install.
Link your Salesforce records to a Slack channel
Link Salesforce records to channels on your Slack team to improve communication and transparency around a Contact, Account, Lead, or Opportunity.
Communicate with Slack and Chatter
Use the /chatter command in Slack to send updates to Chatter.
Enter /slack in Chatter to send a post from Chatter to Slack.
Note: The apps can't be customized but you can build a custom app if that suits you better. Read our Connecting Salesforce and Slack blog post for more.