Bring the most complete view of your customers where work is happening.
Take action with context when CRM data from Salesforce meet conversations in Slack.
Connect your CRM data, Salesforce apps, and AI agents to Slack.
Never lose sight of your customer data when it comes to life in Slack. Slack is the conversational UI for Salesforce, giving your teams access to real-time customer information in an easy-to-use, flexible, and personalized work operating system everywhere they go. Salesforce channels, Slack Sales Elevate, and Salesforce applications for Slack ensure your teams keep customer information at the center of everything they do.
Data meets dialogue to transform Customer Success in Salesforce Channels.
Salesforce channels are a new type of channel built in Slack and available in Salesforce that bring CRM data together with related customer-focused conversations happening in Slack. Serve customers better by aligning every team around a unified customer view in the flow of work, accelerate business growth by bringing CRM data into conversations to drive faster decision-making, and unlock deeper, actionable AI insights with Slack AI and Agentforce fueled by structured and unstructured data.
Bridge together critical customer data found in Salesforce records with team conversations. Updates are done bidirectionally, meaning that the same information is accurate in both Salesforce and Slack. Keep cross-functional teams aligned, help them navigate complex deals, get answers, and triage cases faster.
Save time and reduce app toggling by logging activity in your CRM directly from the team conversation in Slack. Teams can focus on customers and accomplish key tasks, whether they are working in Salesforce or Slack, on both desktop and mobile devices.
Get quick visibility into focus areas and risks with Slack AI summaries across related conversations. Make decisions with full context, save time spent searching and summarizing, and get to team productivity even faster.
Drive Sales Productivity, build relationships, and close deals directly from Slack.
Run your business better with complete visibility into accounts and opportunities. Take action on changes in real-time with intelligent alerts. Share best practices with customizable templates and automations. All in Slack.
Align sales teams through access to customer records, accounts, opportunities, and key metrics. Surface real-time deal information to improve team visibility at every stage of the deal cycle. Keep teams focused on selling and speed up wins with deal alerts, automated deal support and approvals, and easy CRM updates — from anywhere, on any device.
Automate routine tasks like pipeline management to approvals with AI-ready workflows that can be used across channels and apps. Progress deals forward by giving sellers and leaders context on account updates, wins and changes through search and summary powered by conversational AI. Replicate winning strategies with a library of pre-built sales templates to scale winning strategies for close planning, customer briefings, and more.
Move deals forward on any device with CRM access from Slack, whether that's mobile or on the desktop. Quickly update Salesforce opportunity records and log activities on the go and get instant CRM updates, leaving your team more time to sell.
Empower leaders to easily track changes that impact forecasting with real-time visibility into deal expansions, compressions, pulled in or pushed out of quarter, closed and won, right from their mobile device or desktop app. Surface deal information in easy-to-read views that leaders can filter with custom settings, allowing them to identify the right opportunities for manager guidance.
Drive Customer Success with Agentforce in Slack.
Bring agents into the conversation, empowering employees to deliver better customer experiences and close deals faster. Agentforce surfaces and actions on your customer data, enriched with Slack context, supercharging employee productivity.
Slack and Salesforce integrations.
Purpose built integrations bring the world's #1 CRM apps to Salesforce's conversational work operating system in Slack. Unlock the full power of data, people and AI with custom integrations that only work between Salesforce and Slack, so all your data and insights seamlessly merge where your teams are working.
Extend the impact of the world's #1 CRM with the power of Slack.
Conversational Work OS
Work smarter and get more done with Slack.
Work Orchestration in Slack
Empower people to work with agents to get more done
Salesforce and Slack
Bring all your CRM data into Slack with native integrations
Slack for Departments
Connect Slack with your CRM data from sales and service to marketing and more to better connect with customers.
Slack for Industries
Slack makes all kinds of work seamless, to help teams in any industry boost productivity.
Get the most out of Slack with thousands of partner apps and experts.
Learn new skills with free, guided learning on Trailhead.
Keep up with the latest productivity trends, insights, and conversations.
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Start your trial.
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See how Slack seamlessly integrates with the Salesforce Customer 360 experience.
Knowledge and Search FAQ
A knowledge sharing platform is where the expertise of your people, the data in your systems, and your institutional memory is stored. Slack features such as channels and canvas make your workplace knowledge searchable and available to use with generative AI in a trusted environment.
Sharing knowledge starts with the way everyone communicates in Slack—in flexible channels organized by topic. Channels give you instant visibility into the work going on across teams. This visibility promotes transparency and flexibility allowing you to improve workplace decision making that drives work forward.
Slack customers report that 86% of them find it easier to share knowledge in Slack*. Having knowledge in a central location, that isn’t hidden in email, allows for easy access even after people change teams or leave the workplace. Centralized knowledge also gives companies a rich repository of data to use with generative AI to produce more relevant and trusted results.
*Source: Forrester, The Total Economic Impact of Slack for Technical Teams Report
Knowledge sharing and transparency accelerates team productivity, leading to improved business outcomes. Slack users have at their fingertips the information they need to quickly resolve customer issues and win more sales deals, resulting in increased revenue.
