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Getting started with Slack

Slack and Salesforce

Slack surfaces the right records, people, and agents — exactly when it matters.

Agentforce

Put AI agents to work directly in your channels.

Sales Cloud

Close deals faster with Agentforce and your CRM in Slack.

Service Cloud

Resolve cases without leaving the flow of work.

Marketing Cloud

Run campaigns and see audience trends without switching tabs.

Tableau Next

See your data, discuss it, and act on it from the same place.

More ways to work, right inside Slack

Beyond messaging — connect your data, apps, agents, and team members in one place.

External partners and agents work together in channels

AI-powered Teamwork

Close deals to move projects forward with your people and AI agents together.

Slackbot updates sales opportunities

Slackbot

Meet your AI teammate that already knows your business.

MCP connections and Workflows UI are visible

Platform

Build, deploy and securely scale every solution, from custom apps to trusted partner tools.

Salesforce data syncs from Slack

CRM in Slack

Everything your growing team needs is here, right out of the box.

Where real work happens

312 %
ROI
Independent research from Forrester proves Slack turns AI investment into measurable business returns. 1
20 hrs
per week saved by heaviest Slackbot users
Slackbot is the AI teammate that knows your business, helping your team get more done, faster, and without leaving Slack. 2
2.9M
MCP tool calls per week
Your team's new way of working is already here. Agents in Slack are getting things done at a scale no one could manage alone.
49 %
productivity increase
When Salesforce and Slack work together, teams move faster. Update records, route cases, and trigger workflows — all through conversation.
The Slack logo sits beside Microsoft icons
Using Microsoft? 76% of Slack customers do too!

Teams is a solid enterprise tool for meetings, calls, and calendars. But it doesn't connect well to the rest of your business — including Salesforce. Slack brings your people, data, apps, and agents together in one place, so everything works better for you, including Microsoft products. See what makes Slack different, and how the two can work side by side.

Explore more about working in Slack

Slackbot creates a canvas
Guide

10 Ways to Make Your Work Life Better with Slack

Salesforce data is mirrored in Slack
White Paper

How Conversational Context Improves Productivity for Knowledge Workers and Developers

Agentforce agents work in Slack channels
Guide

How to Get Started With Agentforce in Slack

Slackbot introduces itself
Guide

10 Ways Teams Move Faster and Work Smarter with Slackbot

Slack FAQs

Slack brings your deal team, your Salesforce data, and your AI agents together in one place. Instead of hopping between tools, reps can see opportunity details, loop in the right stakeholders, and get instant answers from Slackbot — all inside the channel where the deal is actually happening. That means faster reviews, fewer status update meetings, and deals that move at the speed of conversation.

Slack connects with Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Agentforce, plus Slack-native Salesforce apps for approvals, record notifications, and workflow automation. If it's a Salesforce record or process, there's a good chance you can bring it into Slack.

Yes! Slackbot can create and update Salesforce records right in a conversation, without having to switch to another tab. Every change goes through human-in-the-loop confirmation before it saves, and admins control which objects are eligible. On top of that, Salesforce Channels — dedicated Slack channels tied to a specific record (Opportunity, Account, Case, etc.) — let teams view and edit that record's data, with every conversation about it archived directly on the record.

Salesforce Flow has native Slack actions that admins or developers can drop into any Flow — for example, auto-creating a deal channel when an opportunity changes. Going the other direction, Slack Workflow Builder can trigger steps that read or write Salesforce records with no code required. Flow-based Salesforce approvals also now run natively in Slack, complete with approve/reject actions inside the channel.

Just tell Slackbot what changed in plain language ("Update the Acme opportunity stage to Negotiation") and confirm the change when it asks. If the record has a Salesforce Channel, you can also use the quick actions right in that channel to update fields, resolve cases, or advance stages.

Yes. Approval requests can post directly into Slack with approve/reject buttons built in, so approvers can act in seconds without logging into Salesforce.

This page is provided for information purposes only and subject to change.
Products may not be available in all markets.
For product availability contact a sales representative.