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

The 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 Slack’s App Directory so you can:

  • 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 Salesforce AppExchange for additional functionality:

  • Link Salesforce records with channels on your Slack team
  • Share messages between Slack and Chatter  


Install from Slack's App Directory

  1. Visit the Salesforce app page in the App Directory.
  2. Click Install.
  3. 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:
  1. Visit AppExchange Marketplace from the Salesforce Setup Menu.
  2. Search for the Slack app, then click Get It Now.
  3. 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.

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