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Sales Cloud for Slack
Help your sales teams collaborate and close deals faster in Slack. View sales records, check your pipeline, get reminders, work as a team in sales channels, and stay in the loop using feed channels.
Discover Sales for Slack Sales Cloud for Slack Features How Does a Sales Channel Work? Best Practices for Creating Sales Channels Trailhead: Slack for Sales Trailmix: Integrate With Slack |
Get Started Review Considerations for Sales Cloud for Slack Install the Sales Cloud for Slack app Trailhead: Asynchronous Work With Slack |
Set Up Sales for Slack Setting Up Sales Cloud for Slack |
Sell With Sales Channels Create and Organize Sales Channels Add Feed Channels to Your Workspace Sales Cloud for Slack Shortcut and Slash Command Trailhead: Slack Workflow Builder |
Collaborate and Take Action Stay Informed with Feed Channels Get Reminders to Update Your Deals in Slack Video: Customize Notification Flows |
Learn More Service Cloud for Slack: Swarming and Service for Slack Trailhead: Identity Management in Slack Trailhead: Slack for Service |
- Sales Cloud for Slack Features
Learn about Sales Cloud for Slack features and how to use the app. - Setting Up Sales Cloud for Slack for Your Salesforce Users
Get Salesforce users up and running with the Sales Cloud for Slack app. First, review the app considerations so you know what to expect with Sales Cloud for Slack. Next, complete some preparatory planning and configuration in Salesforce Setup to get your sales features ready to work with the app. Then enable Sales Cloud for Slack and configure its features, also in Salesforce Setup. Lastly, work with your Slack admin to install the app in your Slack workspace. - Getting Started with Sales Cloud for Slack
After your Salesforce admin has installed the Sales Cloud for Slack app in your sales team’s Slack workspace, get the app from Slack and connect it to your Salesforce user account. Then you can start using Sales Cloud for Slack to streamline how you sell with your sales team.
