The power of Salesforce, made conversational in Slack.
With Slack as your conversational interface for Salesforce, everyone on your team can get AI insights, update records, and move work forward faster, all in one place, right in the flow of work.
Every Cloud. One conversational, intelligent workspace.
Slack is the conversational layer for the deeply unified Salesforce platform. It's where all your AI agents, data and teams from every department can finally 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.
With Salesforce built in, your CRM is a seamless part of your day.
From AI agents being just one message away to easy access to records in conversation, Slack brings your CRM into your daily work, and keeps your customers front and center.
Make customer data a natural part of your work flow.
Every Salesforce record, activity, and metric is searchable and actionable with instant AI insights in Slack. Explore key metrics, automate tasks, and update records instantly, right within the context of your conversations.
Turn agents into teammates with Agentforce in Slack.
Powered by relevant conversations in Slack and your trusted enterprise data, Agentforce will suggest and take action right in the flow of work.
Align faster around customers using Salesforce channels.
Powered by relevant conversational data in Slack and your trusted enterprise data, Agentforce will suggest and take action right in the flow of work.
Connect every Salesforce app in Slack.
Service Cloud for Slack
Extend your Service Cloud data, processes, and knowledge across every team, and manage case swarms right from Slack.
CRM Analytics in Slack
Put data at the center of decision-making. In Slack channels, teams can access, and collaborate on data.
Flow in Slack
Bring Salesforce data and automate business processes in Slack using clicks, not code.
Marketing Cloud Account Engagement in Slack
Speed up sales by delivering customized, automatic notifications to sales reps.
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.