Spend less time switching between Slack and Salesforce by viewing and updating records right from your workspace. On Business+ and Enterprise plans, you can also view and share customized lists of records and add dynamic Salesforce data to a canvas.
Any updates you make to records (like accounts or opportunities) in Slack will be automatically reflected in Salesforce. Your permissions to view or edit a record in Slack match those set in Salesforce.
Open the search field at the top of Slack.
Type what you’re looking for into the search field, then choose the Search in Salesforce option in the search results drop-down menu.
You’ll see a list of records that match your search. Select a record to view it in Slack.
Update any fields you have permission to edit, then select Save Changes.
Tip: If a record has a Salesforce channel associated with it, you can view and update record data, see related conversations, and participate in relevant conversions from the channel.
Access list views
List views are collections of Salesforce records, typically organized by record type. On Business+ and Enterprise plans, you can access list views in Slack to view and update multiple records all in one place.
Desktop
Mobile
From the Home tab, find the Salesforce section of your sidebar and select the Salesforce app.
Select the List views tab.
Search for and select a list view.
From the list view, choose a record to view it in Slack, or click Share to send it to other people on your team.
From the Home tab, tap the Salesforce app.
Select the List views tab.
Search for and select a list view.
From the list view, choose a record to view it in Slack, or tap the three dots icon and select Share in Slack to send it to other people on your team.
Tip: Click the star icon (or the emoji associated with a section) to move a list view to a custom section in your sidebar.
Add Salesforce data to a canvas
On Business+ and Enterprise plans, add Salesforce data to a canvas to ensure important information in your reports and other documents stays up to date. Any updates you make to record data anywhere in Slack or Salesforce is automatically reflected in Salesforce data you add to a canvas.
From the Home tab, click Files.
Click Canvases in the left sidebar.
Search for and select a canvas, or click New to create one.
Click the plus button, then select Salesforce data field from the list.
Select options for the required fields, then click Insert.
You’ll see Salesforce data in the canvas highlighted with a Salesforce icon. Click on any Salesforce data to view the record in Slack and update fields (if you have permission).
Note: Admins can choose which fields display when you view a record by configuring a Slack record layout.
