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Salesforce Channels: Real-Time Collaboration with Slack | Salesforce
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Salesforce channels bring data and dialogue together.

Were bringing Slack conversations into Salesforce, and Salesforce into Slack channels. Connect your teams in real time with the insights they need and keep your customers at the center of everything you do.

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Drive companywide teamwork in Salesforce.

Team collaboration meets real-time customer data in Salesforce channels, a specialized Slack channel that brings Salesforce into Slack, and Slack into Salesforce.

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A Full Customer View, in the Flow of Work

With full access to real-time team discussions in Salesforce, cross-functional teams can stay aligned while navigating deals, handling requests, resolving issues, and more.

Two teammates are working in a Salesforce channel is in a Salesforce account record page. [Two teammates are working in a Salesforce channel is in a Salesforce account record page.]

Work Where You Work Best

From a Salesforce channel, you can collaborate with every human and digital teammate, in Salesforce or in Slack, to speed up decision-making and move work forward.

A split-screen view of a Salesforce case channel in Slack, with a view of the same conversation happening in the Salesforce channel embedded into the Salesforce record. [A split-screen view of a Salesforce case channel in Slack, with a view of the same conversation happening in the Salesforce channel embedded into the Salesforce record.]

Agentforce is Part of the Team

Invite agents into the conversation. Deliver better customer experiences. Powered by conversational data from Slack and customer data from Salesforce, Agentforce works alongside the team and takes relevant actions on your behalf.

User Zoe prompts Agentforce within a Salesforce Opportunity Channel to create an executive briefing document based on the customer data and insights shared in the channel conversation. [User Zoe prompts Agentforce within a Salesforce Opportunity Channel to create an executive briefing document based on the customer data and insights shared in the channel conversation.]
Two teammates are working in a Salesforce channel is in a Salesforce account record page. [Two teammates are working in a Salesforce channel is in a Salesforce account record page.]
A split-screen view of a Salesforce case channel in Slack, with a view of the same conversation happening in the Salesforce channel embedded into the Salesforce record. [A split-screen view of a Salesforce case channel in Slack, with a view of the same conversation happening in the Salesforce channel embedded into the Salesforce record.]
User Zoe prompts Agentforce within a Salesforce Opportunity Channel to create an executive briefing document based on the customer data and insights shared in the channel conversation. [User Zoe prompts Agentforce within a Salesforce Opportunity Channel to create an executive briefing document based on the customer data and insights shared in the channel conversation.]

Bring the worlds #1 AI-powered CRM to Slack.

Salesforce channels make it easier to move work forward. Act on customer activity, search Salesforce and every related app and conversation, speed up processes with Salesforce Approvals, and more all without ever leaving Slack.

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Live CRM Updates

Follow real-time customer updates, get permission-aware visibility at every stage of the customer journey, and save time by logging CRM updates directly from your conversations in Slack.

Slack interface showing a Salesforce opportunity channel's record details tab with CRM quick actions, current deal progress, and a recent deal change alert [Slack interface showing a Salesforce opportunity channel's record details tab with CRM quick actions, current deal progress, and a recent deal change alert]

Instant Insights, Powered by AI

Get quick visibility into focus areas or risks by summarizing related conversations with AI. You can make decisions with full context, and save time otherwise spent looking for answers.

Mobile view of AI summary tab in a Salesforce account channel, showing summarized activity from related channels. [Mobile view of AI summary tab in a Salesforce account channel, showing summarized activity from related channels.]

One Search Bar for All Your Work

Enterprise search lets you search all of Slack, Salesforce, and every connected app. Ask a question and youll get personalized, permission-aware results from Salesforce, including relevant data, records, and more, all from the Slack search bar.

Slack Enterprise Search displaying AI results and record data from Salesforce for a query about a deal's current status. [Slack Enterprise Search displaying AI results and record data from Salesforce for a query about a deal's current status.]

More Efficient Approvals

With Salesforce Approvals (coming soon!) you can keep requests moving forward without switching tools. Get notified instantly, review key details, and approve or reject, right in Slack.

Slack interface showing a Salesforce approval request with 'Approve' and 'Reject' buttons to action directly from Slack. [Slack interface showing a Salesforce approval request with 'Approve' and 'Reject' buttons to action directly from Slack.]
Slack interface showing a Salesforce opportunity channel's record details tab with CRM quick actions, current deal progress, and a recent deal change alert [Slack interface showing a Salesforce opportunity channel's record details tab with CRM quick actions, current deal progress, and a recent deal change alert]
Mobile view of AI summary tab in a Salesforce account channel, showing summarized activity from related channels. [Mobile view of AI summary tab in a Salesforce account channel, showing summarized activity from related channels.]
Slack Enterprise Search displaying AI results and record data from Salesforce for a query about a deal's current status. [Slack Enterprise Search displaying AI results and record data from Salesforce for a query about a deal's current status.]
Slack interface showing a Salesforce approval request with 'Approve' and 'Reject' buttons to action directly from Slack. [Slack interface showing a Salesforce approval request with 'Approve' and 'Reject' buttons to action directly from Slack.]

Enrich every conversation with Tableau Next insights.

Tableau Next makes it easier to make faster, data-driven decisions. Teams can share real-time metrics, explore and better understand data, ask agents questions in their own words, and take action proactively with Agentforce.

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Metrics and Dashboards

Boost collaboration by sharing live metrics and dashboards in your channels and direct messages. Teams can access related messages for cross-functional insights and discuss critical context from their conversations in Slack.

Tableau Next metric showing a rise in open support cases, shared by a user with their team directly within a team conversation in a Slack Salesforce channel. [Tableau Next metric showing a rise in open support cases, shared by a user with their team directly within a team conversation in a Slack Salesforce channel.]

Live Analytics in Slack Canvases

Monitor business health in real-time by embedding Tableau Next metricsdirectly in a Slack canvas. With centralized, permission-aware access, viewers can curate and collaborate on theinsightsthat matter.

In a salesforce opportunity channel in Slack, Tableau metrics unfurl within the channel canvas, showing the increase in support cases and feature adoption rate as indicated by Tableau Next [In a salesforce opportunity channel in Slack, Tableau metrics unfurl within the channel canvas, showing the increase in support cases and feature adoption rate as indicated by Tableau Next]

Instant, Accurate Answers

Tableau Next lets you ask Agentforce questions about your data using natural language, so your team gets clear insights into trends and why things are changing, directly in Slack.

In a Slack marketing strategy channel, a user prompts Agentforce for Analytics to explore a decrease in monthly engagement. Agentforce intelligently provides a data visualization showcasing the reason for the decline. [In a Slack marketing strategy channel, a user prompts Agentforce for Analytics to explore a decrease in monthly engagement. Agentforce intelligently provides a data visualization showcasing the reason for the decline.]
Tableau Next metric showing a rise in open support cases, shared by a user with their team directly within a team conversation in a Slack Salesforce channel. [Tableau Next metric showing a rise in open support cases, shared by a user with their team directly within a team conversation in a Slack Salesforce channel.]
In a salesforce opportunity channel in Slack, Tableau metrics unfurl within the channel canvas, showing the increase in support cases and feature adoption rate as indicated by Tableau Next [In a salesforce opportunity channel in Slack, Tableau metrics unfurl within the channel canvas, showing the increase in support cases and feature adoption rate as indicated by Tableau Next]
In a Slack marketing strategy channel, a user prompts Agentforce for Analytics to explore a decrease in monthly engagement. Agentforce intelligently provides a data visualization showcasing the reason for the decline. [In a Slack marketing strategy channel, a user prompts Agentforce for Analytics to explore a decrease in monthly engagement. Agentforce intelligently provides a data visualization showcasing the reason for the decline.]
CRM for Slack [CRM for Slack]

Slack is now your front door to Salesforce.

All your Salesforce apps for sales, service, marketing, and more are right inside Slack. Search, update, and take action without ever leaving the conversation, with Slackbot there to help you get work done.

Learn more
Image of a person's headshot, alongside the Slalom logo. [Image of a person's headshot, alongside the Slalom logo.]

Salesforce channels make the day-to-day easier: They reduce context-switching, provide real-time visibility, and bring the right leaders in earlier to find new opportunities.

Christine McHone
Global Slack and Salesforce TMT Industry Leader, Slalom
Read story
IBM logo [IBM logo]

"With Salesforce channels, IBM teams will have the chance to move faster to support our customers with a precise understanding of their needs."

Mary Rowe
Consulting Salesforce Practice Leader, IBM
Mural Logo [Mural Logo]

"Salesforce channels have enabled us to operate with more agility, alignment, and focus and thats had a direct impact on how we serve our customers."

Bill Dwoinen
CRO, Mural

Learn more about Salesforce channels.

Split view of a Salesforce Channel in both Slack and Salesforce UIs, a Tableau Next metric in Slack, logos, and a person working. [Split view of a Salesforce Channel in both Slack and Salesforce UIs, a Tableau Next metric in Slack, logos, and a person working.]
Blog

Salesforce Channels: The Future of Teamwork, Now Inside Salesforce and Slack

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Trailhead

Trailhead: Salesforce channels

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Top-down view of a laptop displaying a Salesforce Channel, with user's hand on keyboard, positioned between Slack and Salesforce logo blocks. [Top-down view of a laptop displaying a Salesforce Channel, with user's hand on keyboard, positioned between Slack and Salesforce logo blocks.]
Webinar

Unlock the Power of Slack in Salesforce with Salesforce channels

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Zig in a Salesblazer jacket holding Slack logo, with a Salesforce channel framed by trees, users, emojis, and Sales Cloud icon. [Zig in a Salesblazer jacket holding Slack logo, with a Salesforce channel framed by trees, users, emojis, and Sales Cloud icon.]
Guide

Boost your sales team's productivity with Slack

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Frequently Asked Questions

What is a Salesforce channel and how does it work?

A Salesforce channel is a new type of Slack channel that unifies your Salesforce records, like Accounts, Opportunities and Cases, with your customer-focused team conversations, powered by Slack.

Theyre a dedicated space thats accessible both in Salesforce and in Slack so teams can easily work together no matter where they work best on their customers needs with a single, shared view of their customer.

How does Slack integrate with Salesforce through Salesforce channels?

Instead of being a simple bidirectional integration, Salesforce channels are a single, native experience that is accessible in both Slack and Salesforce.

Each Salesforce channel maps to a corresponding Salesforce record, giving teams a dedicated place to collaborate in service of any given customer or initiative, with simultaneous visibility into customer data.

Are Salesforce channels secure for sharing customer data?

Metadata and permissions for Salesforce channels are automatically mapped and inherited from Salesforce to ensure secure collaboration. Learn more about security for Salesforce channels.

What are the benefits of using Salesforce channels for team collaboration?

Salesforce channels give teams a single, dedicated place where they can work together on an initiative with a complete, shared view of the customer, across customer data and team knowledge.

By being accessible in both the Salesforce and Slack user interfaces, teams have a way to easily communicate and work together without context switching between tools, helping them work more efficiently while keeping them focused on whats most important: their customers.

How do I set up a Salesforce channels in Slack or Salesforce?

To learn how to set up Salesforce channels for your organization, visit the Slack help center.

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