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Sales Cloud for Slack Features
Learn about Sales Cloud for Slack features and how to use the app.
Required Editions
Available in: Lightning Experience Available in: Enterprise, Performance, Unlimited, and Developer Editions Available in: Slack (where approved by a workspace admin) |
- Sales Cloud for Slack Features
Help your sales team sell seamlessly, without leaving their conversations in Slack. Teams can access, update, and share records, manage their pipelines, and get important notifications about top accounts and opportunities—all directly from Slack. - Manage Salesforce Records in Slack
View, create, and edit records, view your team’s pipeline, and share records with people and channels—all without leaving Slack. - View and Access Custom Objects in Sales Cloud for Slack
Keep your teams focused on operations by letting them create records using custom objects without switching to Salesforce. Teams can search for and manage records created from custom objects in Sales Cloud for Slack. - Viewing Your Team's Pipeline in Slack
View all your team’s opportunities using the pipeline view. Filter by list view and record type to see only what you need. Choose how opportunities are grouped so you can quickly create and view opportunities within a group. - Selling with Your Team in Sales Channels
Sales channels link Salesforce records to Slack channels and are the best place to collaborate with members of your team about key opportunities or accounts. Learn how they can help your team rally around their deals more effectively, and, if your admin assigned you the right permissions, how to create them. - Staying Informed with Feed Channels
Slack isn’t only for chatting. Feed channels keep you in the loop about the deals that are most important to your company. To get started, join the #deals-to-watch and #deals-won channels. Feed channel members are notified when changes are made to qualifying Salesforce opportunities. If you can’t find these channels, ask your sales manager or Salesforce admin whether they’ve been set up for you or whether your admin gave them different names. - Finding and Organizing Your Sales Cloud for Slack Channels
Whether you’re working in Salesforce or Slack, learn how to find relevant channels and keep them organized. - Slack Notifications
Get reminders in Slack when your opportunities haven’t been updated in a while or when a key close date is approaching. Or if you want some peace and quiet, you can always mute and unmute sales notifications when you need. - Sales Cloud for Slack Shortcut and Slash Command
These shortcuts and slash commands are available in the Sales Cloud for Slack app.
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