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Slack is where work happens — and where AI works too. Give your agents the customer data, context, and tools they need to move work forward.
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.
Through MCP connections, Slackbot can query unified insights from Data 360, metrics from Tableau Next, and customer data from Salesforce — no manual lookups or coding needed. Ask a question, get the full picture, and keep work moving.
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 is where work happens for every Salesforce app. It’s where all your AI agents, data, and teams from every department can work as one.
Unite your reps, managers, and AI agents in one workspace to accelerate deals, boost CRM adoption, and win faster.
Streamline end-to-end IT support with conversational self-service for employees and AI-powered automation for IT teams.
Bring real-time Tableau Next insights into Slack. Collaborate with Agentforce to analyze live data and drive action.
Extend your Service Cloud data, processes, and knowledge across every team, and manage case swarms right from Slack
Bring Salesforce data and automate business processes in Slack using clicks, not code.
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.
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 WallHead of RevOps, Anthropic
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
Fast setup, zero commitment.
Learn how to connect a free Slack workspace to your Salesforce instance today.
Schedule a custom demo, see pricing details, and get answers to your 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:
Find out how to connect Slack and Salesforce.
Salesforce channels are specialized Slack channels, connecting your team’s conversations with live CRM data. Instead of switching back and forth between discussions and data, Salesforce channels bring relevant CRM records into the conversation, making it easy to keep customers at the center of your work. Best of all, this view is mirrored across Slack and Salesforce, so no matter where you work best, you always have the full view of your business.
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.
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.
Yes. Salesforce channels in Slack enforce your existing Salesforce permissions. Users can only see and edit the records, fields, and data they’re authorized to access in Salesforce, carrying the organization's security model over automatically.
Agentforce handles specialized tasks, so you can focus on the work that matters most. Purpose-built agents can monitor deals, surface proactive insights, and prompt action on CRM data, right where work is happening in Slack.
Slackbot automatically pulls in the right agent, app, and CRM insight for every deal, account, or customer moment. Just tell it what you need, and it reaches across your entire Salesforce ecosystem and connected apps to get it done.
Every Salesforce record, activity, and insight is searchable and actionable in Slack. Explore key metrics, automate tasks, and update records instantly, right within the context of your conversations.
Save time by logging CRM updates directly from your conversations in Slack. Plus, get proactive, real-time deal insights and permission-aware visibility into customer activity at every stage of their journey.
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.
With Salesforce Approvals in Slack (coming soon), keep requests moving forward without switching tools. Get notified instantly, review key details, and approve or reject, right in Slack.
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.
With full access to real-time team discussions and Salesforce data, cross-functional teams can stay aligned while navigating deals, handling requests, resolving issues, and more.
From a Salesforce channel, you can collaborate with every human and digital teammate in Salesforce or in Slack, on desktop or on a mobile device, to speed up decision-making and move work forward.
In Salesforce channels, humans and agents work as a team to win deals, solve cases, and launch campaigns together, and every AI interaction is powered by the full context of both conversations and customer data.
