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CRM in Slack | Salesforce
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Slackbot can now do anything Salesforce can just ask.

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The power of Salesforce, made conversational in Slack

Using your CRM should be as easy as having a conversation. With Slack as the front door to Salesforce and Slackbot as your ultimate teammate, it is.

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Trusted by leading agentic enterprises

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Every agent. Every customer insight. All in one place.

  • Slackbot
  • Salesforce data
  • Agentforce in Slack
  • All your apps and agents
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Hey Slackbot, update my pipeline.

Slackbot knows what youre working on and who youre working with. It turns conversations into CRM records by automatically capturing updates, logging next steps, and keeping data current.

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With Salesforce in Slack, your CRM works where you do

Update records from a conversation. Dive into every metric and customer interaction. Slack keeps customers front and center, and customer data at your fingertips.

Slack UI of an onboarding agent helping an employee sort through conversational data and suggest attending a workshop on marketing content strategy. [Slack UI of an onboarding agent helping an employee sort through conversational data and suggest attending a workshop on marketing content strategy. ]

Your Salesforce data, right where conversations happen

Every Salesforce record, activity, and metric is searchable and actionable in Slack. Explore key metrics, automate tasks, and update records instantly, right within the context of your conversations.

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Slack UI of an onboarding agent helping an employee sort through conversational data and suggest attending a workshop on marketing content strategy. [Slack UI of an onboarding agent helping an employee sort through conversational data and suggest attending a workshop on marketing content strategy. ]

Keep customers at the center with Salesforce channels

Salesforce channels are special Slack channels that connect your CRM data, and customer conversations in one place. Its where data and dialogue come together, wherever youre working.

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One conversational workspace for every Salesforce app

Slack is where work happens for every Salesforce app. Its where all your Agentforce agents, data, and teams from every department can work as one.

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Solutions for every team

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Agentforce Sales in Slack

Unite sales reps, managers, and AI agents to accelerate deals, boost CRM adoption, and win faster as a team.

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Agentforce IT Service in Slack

Streamline end-to-end IT support with conversational self-service for employees and AI-powered automation for IT teams.

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Tableau Next in Slack

Bring real-time Tableau Next insights into Slack. Collaborate with Agentforce to analyze live data and drive action as a team.

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Flow in Slack

Bring Salesforce data and automate business processes in Slack using clicks, not code.

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Agentforce Service in Slack

Extend your Service data, processes, and knowledge across every team, and manage case swarms right from Slack.

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Slack CRM for small businesses

Manage customers in Slack with Slackbot on your team. Slackbot turns conversations into organized records for small businesses tracking deals, managing cases, and keeping updates current right within Slack. Now your nimble team can move faster, stay aligned, and remove the busywork. Start today with Slack CRM and scale seamlessly with Salesforce as you grow.

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Our customers move fast, and so do we. Slack gives us a real-time pulse, and helps provide company-wide support to rally around launches, milestones, and customer success.

Adam Wall
Head of RevOps, Anthropic
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Slack is our command center where we take action in real time... Theres so much potential to help our sellers move faster and stay aligned while keeping the customer at the center.

Shoby Jose
Head of Global Revenue Operations and Sales Enablement, Wayfair
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Instead of toggling between systems, chasing updates, or searching for information, teams have the right data, the right people, and the ability to take action, all in one place.

Christine McHone
Global Slack and Salesforce TMT Industry Leader, Slalom
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Learn more about Salesforce in Slack.

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Slack is the AI Work Platform for Every Salesforce Customer, Ready on Day One

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Customer Story

How Salesforce uses Slack to Win, Support, and Retain Customers

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How Sales Cloud and Slack Drive Revenue Success

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Connect Salesforce and Slack

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See how Slack works seamlessly acros Salesforce's deeply unified platform.

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Frequently asked questions

What does it mean for Salesforce to be "conversational" in Slack?

In Slack, interacting with Salesforce is as easy as having a conversation, and CRM becomes a natural part of your team's dialogue.

The core of the Slack CRM integration is to embed powerful Salesforce CRM functionality in Slack, turning it into your conversational interface for customer data.

Instead of switching tabs to log a call or check an opportunity, Salesforce users can perform these actions directly within Slack channels and conversations. With natively-built Slack integration and Agentforce in Slack, your teams can update records, receive real-time alerts, and collaborate on customer data without ever leaving the flow of their work.

What are the benefits of connecting Salesforce and Slack?

Connecting Salesforce and Slack provides significant advantages for sales, service, and marketing teams. The primary benefits of this CRM integration include:

  • Boost CRM adoption and ROI: By making Salesforce data and actions accessible directly in Slack, this Slack integration removes friction and encourages daily use, maximizing your investment.
  • Take Faster Action: Teams can act on real-time customer insights right where they are already working, no context-switching.
  • Unify Data and Dialogue: Bringing CRM and conversational data together helps align teams, close information gaps, and unlock deeper AI insights.
  • Automating Work: Whether you use Salesforce Flow or Slack Workflow Builder, automating business processes in Slack using Salesforce data happens with clicks, not code, helping to accelerate deal cycles, case resolution, and other tasks.

How does Agentforce and AI work in Slack?

AI is natively built into the Salesforce experience in Slack, designed to act as an intelligent teammate for all Salesforce users in Slack.

It enhances CRM functionality in Slack by using AI to take action and provide insights. Agentforce can access both the conversational context from a Slack thread and real-time customer data directly from Salesforce. With this complete understanding, it can:

  • Automate actions: Automatically start a new channel for a high-priority case, create a summary of a client conversation, or draft a follow-up message.
  • Provide instant answers: Ask questions in plain language like "What's the status of the Acme Corp deal?" and get an immediate, data-backed response.
  • Collaborate on live metrics: Empower your team to work with AI to analyze customer data, identify trends, and decide on next steps faster.

What are Salesforce channels?

Salesforce channels are specialized Slack channels that serve as a central hub for team collaboration and live CRM data.

They are a core component of Slacks CRM integration, designed to keep your teams, data, and conversations unified around a specific customer or record.

Unlike regular Slack channels, Salesforce channels connect your teams, CRM data, and conversations in one place to keep customers at the center of your work.

It's a dedicated space where teams across functions work together with a full view of their customers, unifying all conversations and insights, no matter where people work best.

How is Salesforce in Slack different from a traditional integration?

This is more than a traditional integration; it's a complete, native reimagining of the Salesforce experience, built to be conversational and AI-first within Slack.

That means you can instantly move from a conversation to resolving a customer issue, swarming on a deal, or getting an approval all without switching apps. And with AI agents in Slack, updating CRM is as easy as having a conversation.

With people, data, and AI in one view, teams can collaborate in Salesforce channels with a shared view of customer data and conversations. AI agents can tap into this context to provide instant assistance and take action.

How do I install the Salesforce app in Slack?

No manual installation required. When you connect Salesforce and Slack, the native Salesforce app is automatically available to all users who are authenticated across both platforms. Simply connect your Salesforce org to your Slack workspace to get started. For instructions, visit the Slack Help Center.

Is the integration secure for sensitive customer data?

Yes. The Slack and Salesforce integration is built with enterprise-grade security in mind. Access to data in Salesforce channels is governed by your existing Salesforce permission sets users only see what they're authorized to see in Salesforce. For an overview of security features, visit Security for Salesforce channels.

Do I need a specific Salesforce edition to use the Slack integration?

Slack can be connected with any Salesforce organization on a standard edition including Essentials, Starter, Pro Suite, Professional, Enterprise, and Unlimited. You'll also need a Slack workspace to get started. For the full list of supported editions, visit the Salesforce Editions page.

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