Salesforce for Slack

Combine Salesforce and Slack to work more efficiently and keep your team aligned on what's important. 

 

How it works

There are two apps that connect Slack and Salesforce together, and they each provide a different functionality:

 

The Salesforce app from Slack
  • Available from Slack's App Directory
  • Search Salesforce details with a slash command 
  • Share Salesforce info with your team in Slack
The Slack app from Salesforce 
  • Available from the Salesforce AppExchange
  • Link Salesforce records with channels in your Slack workspace
  • Share messages with Slack and Chatter

 

1. The Salesforce app from Slack

 Install the Salesforce app

  1. Visit the Salesforce page in the App Directory.
  2. Click Install.
  3. Authenticate your Salesforce account.

Get more info on Salesforce links in Slack

Share details about a Contact, Account, Lead, or Opportunity with your team by pasting Salesforce links in Slack. The link will expand to show details from Salesforce.

Search Salesforce from Slack

To search, type the slash command /salesforce and your search term in the message field and hit Enter.

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.

 

2. The Slack app from Salesforce

Install the Slack app

Only Salesforce Administrators can install the app from the Salesforce AppExchange.

  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

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: It's possible to build a custom Salesforce app if that suits you better. Our Connecting Salesforce and Slack blog has more info.

Related Articles

Recently Viewed Articles