Loading
Salesforce now sends email only from verified domains. Read More
Slack Integrations
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Salesforce Channels: Collaborate Directly in Records Using Slack

          Salesforce Channels: Collaborate Directly in Records Using Slack

          Salesforce channels bring the collaborative experience of Slack into Salesforce. Connect with your teams directly in a record, and collaborate in real-time to solve problems and manage complex deals. You can access conversations in both Salesforce and Slack, and communicate with team members wherever they are.

          Required Editions

          Available in: Lightning Experience
          Available in: Essentials, Starter, Pro Suite, Professional, Enterprise, Unlimited, and Developer Editions

          You can use Salesforce channels to:

          • Connect teammates across Salesforce and Slack and can collaborate in real-time. Salesforce conversations sync instantly in corresponding Slack channels for reduced context switching across apps.
          • Manage complex issues as a team with a dedicated place on a record to strategize around customers, review data, share documents, and manage processes.
          • Streamline account handoffs and onboarding with historical conversations, files, and partners, all in one place.
          Salesforce channels in a record
          • Set Up Salesforce Channels in Your Org
            Set up and configure Salesforce channels to let users collaborate on projects directly in a record and communicate with teammates in a unified channel across Salesforce and Slack.
          • Use Salesforce Channels in Your Salesforce Records
            Salesforce channels are a dedicated place on a Salesforce record where you can collaborate with your team using Slack. You can access conversations in Salesforce channels in both Salesforce and Slack, and communicate with your team wherever they are.
          • Communicate in a Salesforce Channel
            After you join a Salesforce channel, you can start using it to communicate with your team. Remember, any updates that you make in a Salesforce channel in Salesforce automatically appear in Slack as well.
           
          Loading
          Salesforce Help | Article