Viewing Your Team's Pipeline in Slack

Filter the Pipeline

Your pipeline shows opportunities by record type and list view. Open the filters to change what’s shown.

When you filter by list view, you see only the opportunities that fit the criteria of the list view. When you filter by record type, you see the opportunities of a particular record type. Use both filters to further narrow your criteria.

Note You can see up to 90 opportunity groups in the pipeline. If you select a combination of record type and list view that has more than 90 groups, view the full list in Salesforce or refine your filters.

Group and Sort the Pipeline

Opportunities are summarized and grouped based on the Kanban list view settings To change how your opportunities are shown in Slack, go to your list view Kanban settings in Salesforce and edit the Summarize By and Group By fields. Your changes are reflected in Slack when you close and reopen the pipeline.