Connect Salesforce and Slack
To set up Slack features that integrate with Salesforce (like Agentforce or Salesforce channels), configure a connection between Slack and Salesforce. When you configure a connection between Salesforce and Slack, you can choose to 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.
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.
Free, Pro, and Business+ plans
Enterprise plans
- Click your workspace name in the sidebar.
- Hover over Tools & settings, then click Manage Salesforce Organizations.
- Click Connect Salesforce Org in the top-right corner.
- Enter your Salesforce org URL, then choose an option for the Account mapping field. Toggle Automatic account mapping off to manually map accounts.
- Click Request Connection, then click Okay. Your request will be sent to Salesforce for approval.
- Click your organization name in the sidebar.
- Hover over Tools & settings, then click Manage Salesforce Organizations.
- Click Connect Salesforce Org in the top-right corner.
- Enter your Salesforce org URL, then choose an option for the Account mapping field. Toggle Automatic account mapping off to manually map accounts.
- Click Request Connection, then click OK. Your request will be sent to Salesforce for approval.
Step 2: Approve the request in Salesforce
Once the request to connect has been made in Slack, a Salesforce System Admin can approve it.
- Sign in to Salesforce, then select Setup.
- Below Platform tools in the sidebar, select Slack, then click Manage Slack Connection.
- Below User Configuration, select a corresponding mapping field.
- Check the box to agree to the terms and conditions, then click Approve.
Step 3: Activate the connection in Slack
Free, Pro, and Business+ plans
Enterprise plans
Workspace Owners and people with the Salesforce Admin system role in Slack can activate a pending Salesforce connection.
- Click your workspace name in the sidebar.
- Hover over Tools & settings, then click Manage Salesforce Organizations.
- Select a pending connection.
- Review the details of the connection, then click Activate.
Org Owners and Salesforce Admins can activate a pending Salesforce connection.
- Click your organization name in the sidebar.
- Hover over Tools & settings, then click Manage Salesforce Organizations.
- Select a pending connection.
- Review the details of the connection, then click Activate.
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.
Free, Pro, and Business+ plans
Enterprise plans
- Click your workspace name in the sidebar.
- Hover over Tools & settings, then click Manage Salesforce Organizations.
- Choose a Salesforce Org.
- Select the Users tab.
- Click Add Individually and search for the member you’d like to add. To add members in bulk, click Add by CSV and follow the prompts.
- Click your organization name in the sidebar.
- Hover over Tools & settings, then click Manage Salesforce Organizations.
- Choose a Salesforce Org.
- Select the Users tab.
- Click Add Individually and search for the member you’d like to add. To add members in bulk, click Add by CSV and follow the prompts.
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.
- From Salesforce, select Setup.
- Below Platform tools in the sidebar, select Slack, then click Manage Slack Connections.
- Select User Mapping Lookup.
- Search for and select a member, then click Done.
- Click Clear user mapping.
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:
Free, Pro and Business+ plans
Enterprise plans
- From your desktop, click your workspace name in sidebar.
- Hover over Tools & settings, then click Manage Salesforce Organizations.
- Click Update next to a Salesforce org.
- Follow the prompts to update your connection.
- From your desktop, click your organization name in the sidebar.
- Hover over Tools & settings, then click Manage Salesforce Organizations.
- Click Update next to a Salesforce org.
- Follow the prompts to update your connection.
Who can use this feature?
- Workspace Owners/Admins (Free, Pro, and Business+), Org Owners/Admins (Enterprise plans), and members with the Salesforce Admin system role in Slack
- Available on all plans