Collaborate across sales and service teams with the new Salesforce for Slack app!
Support for custom objects across Sales Cloud and Service Cloud, in both Classic and Lightning experiences.
Teams can now:Stay in the know Customize your public or private channels to notify you or your team about new and updated records, like when an opportunity stage changes or a quote is approved.Keep everyone on track Use /salesforce [search terms] to find and preview all standard and custom Salesforce objects, all without leaving Slack.Extend collaboration across sales and service Easily send Salesforce records directly to Slack channels, and link key customer interactions and internal conversations with related Salesforce records.
Please Note This app requires access to the Salesforce API (Professional, Enterprise, Unlimited or Developer Edition). To take full advantage of the Salesforce integration, install the Salesforce companion app.
Salesforce will be able to view:
Salesforce will be able to do:
Review the details to better understand this app’s security practices. To learn more about assessing apps for your workspace visit our Help Center.
Customers can choose their retention settings directly through their workspace. The default retention setting for Customer Data is to keep everything for as long as the workspace exists.
Data archiving and removal policy
Upon customer deletion, Slack deletes customer data from our production environments within 24 hours and backups are deleted within 14 days.
Data storage policy
Customer Data is stored redundantly at multiple locations in our hosting provider’s data centers to ensure availability. We have well-tested backup and restoration procedures, which allow recovery from a major disaster. Customer Data and our source code are automatically backed up nightly. The Operations team is alerted in case of a failure with this system. Backups are fully tested at least every 90 days to confirm that our processes and tools work as expected.
While this app may offer HIPAA compliance, Slack does not have a business associate agreement with any third-party application providers, including those in the Slack App Directory, so you are responsible for validating the provider's compliance and executing an appropriate agreement before enabling.
Supports Single Sign On (SSO) with the following providers
Supports Security Assertion Markup Language (SAML)