To set up Slack features that integrate with Salesforce (like Agentforce or Salesforce channels), configure a connection between Slack and Salesforce. When you connect Salesforce and Slack, you can map your members’ Salesforce accounts with their corresponding accounts in Slack to ensure the right people have access to the right tools.

Note: If you’re just getting started with Slack, you can create a workspace in Salesforce that’s automatically connected to your Salesforce org.

Keep in mind

There are a few things you should know before getting started with connecting Slack and Salesforce. 

• You can’t connect Slack to Government Cloud Salesforce orgs.
• It’s not currently possible to migrate a workspace to an Enterprise organization if it’s connected to a Salesforce org.
• Features that rely on a connection between Slack and Salesforce may not work as expected when Salesforce IP restrictions are enabled. Consider turning off IP restrictions for the best experience.
• If you change your Salesforce org URL, you’ll have to update your connection to Slack.

Note: Connections to Salesforce use a Salesforce Platform Integration User to manage access to object types for features like Salesforce channels. You can adjust the permission set for the Slack Integration User to include objects not included by default.

Configure a connection

You can connect up to 20 Salesforce orgs in Slack by repeating the steps below with additional orgs.

Note: Coordinate with an Admin in Salesforce to complete the setup steps in Salesforce. 

Step 1: Request a Salesforce connection in Slack

When you request a Salesforce connection in Slack, you can choose how your members’ Slack and Salesforce accounts will be connected. You can automatically configure member accounts using Email or SAML NameID fields in Slack, or manually configure them if you’d like.

Note: You can manually map member accounts in Slack once you’ve completed all three steps of the connection process. If you choose to manually map member accounts, your members will need to manually authenticate their Salesforce account in Slack.

Step 2: Approve the request in Salesforce

Once the request to connect has been made in Slack, a Salesforce System Admin can approve it.

Step 3: Activate the connection in Slack

Owners and people with the Salesforce Admin system role in Slack can activate a pending Salesforce connection.

Manually map member accounts

If you choose not to automatically map member accounts during configuration, you can manually map them in Slack. When you manually map members in Slack, they'll be prompted to sign in to Salesforce to connect their Slack and Salesforce accounts. 

Tip: For an overview of your members' access to Salesforce, click Export User Mapping CSV from the Users tab. 

Remove member mapping

Salesforce Admins can remove the mapping for a member and allow them to remap their accounts.

Manage your Salesforce connection

You can manage your connection by updating it and choosing to display a connection banner.

Update your connection

You may need to update older connections in order to access newer Salesforce features. Here's how to update your legacy connection: 

Display Salesforce connection banner

To make it easier for members that you manually map to authenticate their Salesforce accounts, you can choose to show a Salesforce connection banner in your members’ sidebars.