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.
If you're curious about what's new in Slack — and what's changed — you're in the right place.
Develop your skills and prepare to become Slack Certified!
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Salesforce for Slack
Combine Salesforce and Slack so you can work more efficiently and keep your team aligned on what's important.
Choose the features you'll need
How it works
There are two ways to use Slack and Salesforce together:
The Salesforce app from Slack
Available from Slack's App Directory
slash command to search Salesforce Contact and Account records Share details about a Contact, Account, Lead, or Opportunity with your team by pasting Salesforce links in Slack
The Slack app from Salesforce
Available from Salesforce AppExchange
Link Salesforce records with channels in your Slack workspace
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, type the slash command
/salesforce and your search term in the message box and hit Enter. For example, we’ve entered /salesforce farm.
Slack will display the top three records — simply click
Show Details to see more or to view it in Salesforce.
Note: The /salesforce slash command will search accounts and contacts, but not leads or opportunities.
Get more info on Salesforce links in Slack
Copy the link to a Salesforce record and share it with your teammates in Slack. The link will automatically expand to show 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
Improve communication and transparency around a Contact, Account, Lead, or Opportunity by linking Salesforce records to Slack channels.
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: While you can’t customize the Salesforce apps, you can build a custom app if that suits you better. Read our Connecting Salesforce and Slack blog post for more info.