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.
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.
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