Slack and Salesforce can work together.
You can discuss Salesforce records in Slack, view updates, and reduce switching between apps.
What You Need
A Salesforce trial or production org and slack
Step 1: Create a Salesforce Trial Org
For testing, create a free 30-day Salesforce trial org:
https://www.salesforce.com/sales/free-trial/ee/?d=pb
Step 2: Open Guided Slack Setup
In Salesforce:
- Click the gear icon.
- Click Setup
- Search for Guided Slack Setup.
- Open it..
You will see the steps required to connect Salesforce with Slack
Step 3: Open Your Connected Slack Workspace
In many Salesforce trial orgs, a Slack workspace is already created and connected.
On the Guided Slack Setup page, click:
Manage Slack Connection
You will see details like:
- Slack workspace name
- Workspace URL
- Connection status
Click the Slack workspace URL and log in.
Then return to Salesforce.
Step 4: Add Slack to a Salesforce Record Page
Go back to Guided Slack Setup.
Add Slack conversations to record pages Click Add.
Now select the Salesforce object where you want to use Slack. For this example, select: Account
Then open the Account record page
Step 5: Add the Slack Component
The page will open in Lightning App Builder.
- Search for Slack in the component list.
- Drag the Slack component onto the page.
- Place it where users can easily see it.
- Click Save.
- Click Done.
Return to Guided Slack Setup and mark the step as complete.
Step 6: Test Slack in Salesforce
Open the App Launcher.
Search for Accounts and open any Account record.
You should now see the Slack component.
From here, you can connect or create a Slack channel for that Account.
Messages sent from Salesforce can appear in Slack.
Messages sent in the connected Slack channel can also appear in Salesforce.
This keeps the conversation connected to the correct Account record.
Step 7: View Salesforce Data in Slack
After the connection is complete, Salesforce options will appear inside Slack.
Users can view Salesforce records such as Accounts directly from Slack.
Depending on their permissions, they may also update record details.
Changes can sync both ways:
- Update in Salesforce → visible in Slack
- Update in Slack → visible in Salesforce
Benefits of Slack and Salesforce Integration
Less App Switching: Users can work with Salesforce records without leaving Slack again and again.
Better Team Collaboration: Conversations stay connected to the correct Salesforce record.
Faster Updates: Teams can view and update information from either Salesforce or Slack.
Better Productivity: Users spend less time switching apps and searching for information.
Secure Access : Salesforce permissions still control what each user can view or update.
