Communicate in a Salesforce Channel

Send a Message

1. From a record, click Slack to open the Slack panel, or select the message field in the Slack component.
2. Type a message, then select the options above the message field to add attachments, formatting, or emoji.
3. Press Enter to send your message.

Mention a Teammate

In Salesforce channels, you can get a teammate’s attention by mentioning them. When you mention a teammate, they see a notification in the corresponding Salesforce channel in Slack.

1. From a record, click Slack to open the Slack panel, or select the message field in the Slack component.
2. As you compose a message, enter the @ symbol.
3. Enter and select a member’s name.
4. Press Enter to send your message.

Start or Reply to a Thread

To keep conversations organized, reply to a message in a thread.

1. From a Salesforce channel, hover over a message.
2. Click .
3. Type your reply, then press Enter to send your message.

React to a Message by Using Emoji

Use an emoji reaction to quickly reply to a message without words. An emoji reaction can often replace the need for a follow-up message.

1. From a Salesforce channel component, hover over the message you’d like to reply to.
2. Click and select an emoji.

Edit or Delete a Message

If you send a message but notice it’s not quite right, you can edit or delete it.

1. From a Salesforce channel, hover over a message.
2. Click , then select Edit message or Delete message.

Tip To open the Salesforce channel directly in Slack, click , then select Open Channel in Slack. Learn more about getting started with Slack in the Slack Help Center.