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    4. Set up and manage Salesforce channels in Slack

Set up and manage Salesforce channels in Slack

Salesforce channels allow your team to update Salesforce records and centralize conversations about customers right in Slack. You can create and manage channel configurations to control which record types can be used in Salesforce channels.

Note: You can also set up Salesforce channels to let members collaborate directly on Salesforce records. Visit the Salesforce Help Center to learn more. 


Configure Salesforce channels

Follow the steps below to set up Salesforce channels in Slack. Work with an Admin in Salesforce to complete the setup steps in Salesforce. 

Step 1: Connect a Salesforce org to Slack

  1. Follow the steps in our Connect Salesforce and Slack guide.
  2. Once your Salesforce org is connected, you’ll need to manually map users if they haven’t already been granted access to Salesforce in Slack.

Step 2: Create Salesforce channel configurations 

Create a configuration for each record type your members can use when they create a Salesforce channel. Salesforce channels can map to any record type except Users.

  1. Sign in to Salesforce, then select Setup.
  2. In the Quick Find box, search for and select Slack Channels for Records.
  3. Click + Add Objects.
  4. Search for and select the objects that you want to use for Salesforce channels.  
  5. Click Add Objects to finish. 

Note: Privacy for Salesforce channels differs from regular channels in some ways. Learn more about channel visibility by visiting Security for Salesforce channels.


Manage Salesforce channel configurations

You can edit configurations to apply settings or remove configurations you no longer need. 

Edit Salesforce channel configurations 

Edit configurations to choose default privacy settings for Salesforce channels and default related lists to appear for your members.  

Free, Pro, and Business+ plans

Enterprise Grid plan

  1. From your desktop, click your workspace name in the sidebar.
  2. Hover over Tools & settings, then click Manage Salesforce Organizations.
  3. Select a Salesforce org.
  4. Click the Channel configurations tab.
  5. Click the  three dots icon next to a Salesforce channel configuration, then click Edit configuration.
  6. Select a default channel visibility setting and choose up to three default list tabs.
  7. Choose Save to finish.
  1. From your desktop, click your organization name in the sidebar.
  2. Hover over Tools & settings, then click Manage Salesforce Organizations.
  3. Select a Salesforce org.
  4. Click the Channel configurations tab.
  5. Click the  three dots icon next to a Salesforce channel configuration, then click Edit configuration.
  6. Select a default channel visibility setting and choose up to three default list tabs.
  7. Choose Save to finish.

Remove Salesforce channel configurations 

If you no longer need a Salesforce channel configuration, you can remove it in Salesforce. 

  1. Sign in to Salesforce, then select Setup.
  2. In the Quick Find box, search for and select Slack Channels for Records.
  3. Click the   drop-down icon next to the configured record type, then click Remove Object. 

Note: Editing or removing a Salesforce channel configuration won’t affect Salesforce channels that have already been created.


Manage Salesforce record previews

When someone shares a Salesforce record in a channel or direct message (DM), a preview will appear containing record details. You can restrict the details that appear in record previews and allow exceptions for certain record object types (like Account or Opportunity) to override these restrictions. Here are the options:

  • Show record details (default)
    Record name, object, and record details (such as Stage or Amount) are shown.
  • Show name and object only
    No additional fields are shown
  • Show object only
    Only the record object type is shown

Note: Record previews are visible to all members of the conversation they appear in, regardless of member permissions in Salesforce. Visit Security for Salesforce channels to learn more about permissions for record previews.

Free, Pro, and Business+ plans

Enterprise Grid plan

  1. From your desktop, click your workspace name in the sidebar.
  2. Hover over Tools & settings, then click Manage Salesforce Organizations.
  3. Select a Salesforce org.
  4. Click the Settings tab.
  5. Under Record unfurl settings, click Edit.
  6. Choose an unfurl setting from the drop-down menu.
  7. Below Exceptions, choose which record object types to show record details for, if you’d like.
  8. Click Save.
  1. From your desktop, click your organization name in the sidebar.
  2. Hover over Tools & settings, then click Manage Salesforce Organizations.
  3. Select a Salesforce org.
  4. Click the Settings tab.
  5. Under Record unfurl settings, click Edit.
  6. Choose an unfurl setting from the drop-down menu.
  7. Below Exceptions, choose which record object types to show record details for, if you’d like.
  8. Click Save.

Tip: Edit your page layout in Salesforce to include an Open in Slack button so your members can open a Salesforce channel from its corresponding record.

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