Simplify how you keep track of important customer information by doing it in Slack. With customer contact lists, you can build comprehensive customer records, log important customer actions, and collaborate with your team — all in Slack.
Note: Managing customer contacts in Slack relies on the Salesforce Free Edition and is rolling out to customers slowly. We appreciate your patience as we continue to expand availability to more customers
Once your contact list is ready, you can share it with people on your team to give them access.
From the contact list, you can update important customer information, log customer interactions, and share contacts with other people on your team.
Set up your contact list
Create your contact list
Create your customer contact list by importing it from Gmail or a CSV file, or build it from scratch.
From the Home tab, find the Salesforce section of your sidebar and select All Contacts.
Choose an option for creating your contact list and follow the prompts.
Customize fields
By default, your contact list comes with fields such as Account name and Email address. Add fields to include additional details like priority, status, and more.
From the Home tab, find the Salesforce section of your sidebar and select All Contacts.
Click the plus button in the top-right corner of the contact list.
Choose a pre-made option from the drop-down menu or select Create a custom field to make one from scratch.
Follow the prompts, then click Save to finish.
Share your contact list
By default, only the person who creates a contact list has access to it. When you’re ready, share your contact list with others to give them access.
From the Home tab, find the Salesforce section of your sidebar and select All Contacts.
Click Share in the top-right corner.
Note: Keep in mind that anyone with access to your contact list is also granted the System Admin role in the associated Salesforce Org.
Use your contact list
Now that your contact list is set up and you’ve shared it with others, you’re ready to start using it to stay on top of customer needs.
Update a contact
Update a contact to add important details about your customers so your team has the latest customer information. You can update any field in the contact record, and log important customer interactions like calls or emails.
From the Home tab, find the Salesforce section of your sidebar and select All Contacts.
Choose a contact to view it in Slack.
From the contact record, update any fields you’d like, then click Save.
To log a customer interaction, click Log Events.
Enter the event details, then click Save to finish.
When you need to collaborate on a customer, share their contact with your team in a direct message (DM) or a dedicated channel. When you share a contact with a teammate, they’ll be given access to manage customer contacts in Slack (if they don’t already have it).
From the Home tab, find the Salesforce section of your sidebar and select All Contacts.
Choose a contact.
Click the three dots icon in the top-right corner, then select Share contact.
Search for and select the people you’d like to send the contact to, then select Share.
Add more contacts
As your customers grow, manually add new contacts to your contact list in Slack.
From the Home tab, find the Salesforce section of your sidebar and select All Contacts.
Click [icon] New Contact in the top-right corner.
Fill out the customer fields, then click Create Contact to finish.
