Slack is now provisioned with every new Salesforce org.
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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.
Trusted by leading agentic enterprises
Every agent. Every customer insight. All in Slack.
“Hey Slackbot, update my pipeline.”
Slackbot knows what you’re working on and who you’re working with. It turns conversations into CRM records by automatically capturing updates, logging next steps, and keeping data current.
Bring Agentforce to every team in Slack
While Agentforce handles more specialized tasks, you can focus on the work that matters most. Purpose-built agents can monitor workflows, surface knowledge, and execute next steps — all in Slack.
Orchestrate work across all of your agents
Slackbot brings in the right agent, app, or workflow for every task, automatically. Just describe what you need, and it’ll find the right path to help get things done.
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.
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.
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. It’s where data and dialogue come together, wherever you’re working.
One conversational workspace for every Salesforce app
Slack is where work happens for every Salesforce app. It’s where all your Agentforce agents, data, and teams from every department can work as one.
Solutions for every team
Agentforce Sales in Slack
Unite sales reps, managers, and AI agents to accelerate deals, boost CRM adoption, and win faster as a team.
Agentforce IT Service in Slack
Streamline end-to-end IT support with conversational self-service for employees and AI-powered automation for IT teams.
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.
Flow in Slack
Bring Salesforce data and automate business processes in Slack using clicks, not code.
Agentforce Service in Slack
Extend your Service data, processes, and knowledge across every team, and manage case swarms right from Slack.
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.
Slack is our command center where we take action in real time... There’s so much potential to help our sellers move faster and stay aligned while keeping the customer at the center.
Shoby JoseHead of Global Revenue Operations and Sales Enablement, Wayfair
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 McHoneGlobal Slack and Salesforce TMT Industry Leader, Slalom
Learn more about Salesforce in Slack.
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Frequently asked questions
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.
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.
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.
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 Slack’s 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.
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.
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.
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.
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.