- The Salesforce and Slack integration allows you to search your Salesforce instance from Slack, and share results in Slack. The integration also allows you to share messages both ways between Salesforce Chatter and your Slack channel(s).
- The Slack AppExchange app first requires Salesforce Integration to be downloaded from the Slack App Directory (www.slack.com/apps). Read the Slack instructions for configuring the AppExchange plug-in before installation.
- To get the AppExchange plug-in for Slack, visit the Slack for Salesforce page.
The Slack and Salesforce CRM integration allows you to search and share Salesforce contact and account records, and share leads and opportunities. This Slack KB article explains the options for integrating Salesforce and Slack, and how to install Salesforce CRM access from Slack’s app directory.