We’re 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.
Team collaboration meets real-time customer data in Salesforce channels, a specialized Slack channel that brings Salesforce into Slack, and Slack into Salesforce.
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.
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.
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.
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.
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.
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.
Enterprise search lets you search all of Slack, Salesforce, and every connected app. Ask a question and you’ll get personalized, permission-aware results from Salesforce, including relevant data, records, and more, all from the Slack search bar.
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.
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.
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.
Monitor business health in real-time by embedding Tableau Next metrics directly in a Slack canvas. With centralized, permission-aware access, viewers can curate and collaborate on the insights that matter.
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.
Unlock the full power of Slack as the conversational interface for Salesforce's deeply unified platform. It's all your data across sales, service, marketing, and more, right where you're already working.
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 McHoneGlobal Slack and Salesforce TMT Industry Leader, Slalom
"With Salesforce channels, IBM teams will have the chance to move faster to support our customers with a precise understanding of their needs."
Mary RoweConsulting Salesforce Practice Leader, IBM
"Salesforce channels have enabled us to operate with more agility, alignment, and focus — and that’s had a direct impact on how we serve our customers."
Bill DwoinenCRO, Mural
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.
They’re a dedicated space that’s 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.
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.
Metadata and permissions for Salesforce channels are automatically mapped and inherited from Salesforce to ensure secure collaboration. Learn more about security for Salesforce channels.
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 what’s most important: their customers.
To learn how to set up Salesforce channels for your organization, visit the Slack help center.
