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    4. Manage Sales Home in Slack

Manage Sales Home in Slack

Sales Home in Slack is a surface where members with the Slack Sales Home User permission set can update Salesforce objects, set up and receive notifications for important deals, and more. Once you’ve set up your Salesforce connection, you can manage Sales Home settings for your workspace or Enterprise organisation.

Note: Workspace primary owners (Business+) and members with the roles admin system role (Enterprise subscriptions) can assign the sales admin system role to members. 


Add Salesforce orgs

Once you’ve connected Salesforce and Slack, you can add orgs to Sales Home:

  1. From your desktop, click   Sales in the sidebar.
  2. Click the   cog icon.
  3. Click on the Salesforce org drop-down menu and select Add Salesforce org.
  4. Select   Add a new Salesforce org, then click Connect.

Slack will automatically connect to Salesforce and begin syncing your data. This normally takes a few minutes, but can take longer for orgs with more data.

Note: Admins in Salesforce can manage member access to Sales Home by assigning the Slack Sales Home User permission set.

 

Set up Salesforce object Lists

Sales teams can use Salesforce Lists to easily update Salesforce objects in Slack. Users can see list views for any object that they have access to in Salesforce. You can also suggest up to 25 default Lists per object to surface specific Lists to your team when they update Salesforce objects in Slack.

  1. From your desktop, click   Sales in the sidebar.
  2. Click the   cog icon.
  3. Click   Salesforce lists. 
  4. Click   Add object. 
  5. Select a Salesforce object. If you like, suggest default lists for the object.
  6. Click on Save. 

Note: To remove a Salesforce object, click the   three dots icon next to it, then click Remove object.


Create and manage Sales Home notifications

Create custom notifications

Sales admins can create notifications in Sales Home to help their teams stay informed about new opportunities, important deals and more.

  1. From your desktop, click on   Sales in the sidebar.
  2. Click the   cog icon.
  3. Select   Notifications.
  4. Next to Admin-created notifications, click Manage. 
  5. Click Create notification.
  6. Choose a template, then select from the options to customise it.
  7. Click Save notification.


Manage custom notifications

Sales admins can edit or delete any admin-created notifications.

  1. From your desktop, click on   Sales in the sidebar.
  2. Click the   cog icon.
  3. Select   Notifications.
  4. Next to Admin-created notifications, click Manage. 
  5. Click the   three dots icon next to a notification.
  6. Select Edit or Delete, then click Save notification or Delete notification to confirm.

Tip: You can view more details about the notifications created by your organisation in the Notifications section of the Sales settings dashboard.


Configure notification settings

You can control where Sales Home notifications are sent by restricting them to specific channel types or workspaces (in an Enterprise organisation).

Channel settings

Workspace settings

  1. From your desktop, click on   Sales in the sidebar.
  2. Click the   cog icon.
  3. Select   Notifications.
  4. Next to Channel restrictions, click Edit.
  5. Select a channel type.
  6. Tick or untick the box next to Include Slack Connect external channels.
  7. Click on Save. 
  1. From your desktop, click on   Sales in the sidebar.
  2. Click the   cog icon.
  3. Select   Notifications.
  4. Next to Workspace restrictions, click Edit. 
  5. Select the workspace(s) that you’d like to enable notifications for.
  6. Click on Save. 

Note: Configure a Slack record layout in Salesforce to customise the fields and notifications that members can edit in Slack.


Manage deal celebrations

Deal celebrations on member profiles help to recognise personal achievements and foster team excitement. Deal celebration banners will appear on member profiles for three days after a deal is won and can be shared to any conversation in Slack to spread the word.

  1. From your desktop, click on   Sales in the sidebar.
  2. Click the   cog icon.
  3. Select   Celebrations.
  4. Click on the toggle next to Show deal won celebration.
  5. Customise what will be shown on the celebration, then click Save.

Tip: If you use custom stage fields, you can choose a custom stage for ‘win’.


Feature availability exceptions

On 17th June 2025, we announced changes to the Salesforce features available on our paid subscriptions:

  • Customers who purchased the Slack Sales Elevate add-on will continue to have access to all features included with the add-on.
  • Customers who did not purchase the add-on will need to switch to the new version of Business+ or upgrade to Enterprise+ in order to access Sales Home.
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