Salesforce for Slack

Use Salesforce and Slack together to manage your sales pipeline more efficiently. The Salesforce app for Slack is available for all Salesforce Editions and supports Sales Cloud and Service Cloud on both the Lightning and Classic Experiences.

Note: We’ve released a new version of the Salesforce app for Slack and will be ending support for the legacy version in May 2020. 

  • Is this your first time installing the Salesforce app? Follow the steps in the New tab below.
  • Are you currently using the legacy Salesforce app? Review the information below to migrate off the legacy app, then follow the steps in the New tab to install the new app.


Migrate from the legacy Salesforce app

In October 2019, we released a new version of the Salesforce app to our App Directory, along with an updated Slack package for Salesforce. Slack customers who installed the legacy Salesforce app before October 2019 can follow the steps below to remove the legacy app and test the new app before starting the installation and configuration process.

What to consider before migrating

To ensure that your migration goes smoothly, we recommend following this checklist:

  • Familiarise yourself with the new Salesforce app and Slack package for Salesforce and make sure the features your team need are supported. 
  • If you can, add the new Slack package to your Salesforce sandbox or development instance, then try out the new app in a test workspace. Once everything is working as expected, repeat the installation steps in your Salesforce instance and workspace.

Note: When you install the new Salesforce app, the /salesforce slash command will immediately be linked to the new app. Remove the legacy app before installing the new app to avoid any errors.

Step 1: Remove the legacy app

When you’re ready to migrate, follow the steps below to remove the legacy Salesforce app from your workspace:

  1. Visit the Salesforce (Legacy) page in the Slack App Directory.
  2. Next to Remove application, click the Remove app button.
  3. Click Remove app to confirm. 

If you used the Salesforce Chatter connector along with the legacy app, you’ll need to remove it from your workspace by following the same steps above.

Step 2: Install the new app

Follow the steps below to install the new Slack package to Salesforce and the new Salesforce app to Slack.

Step 3: Finish the migration process

Once you’ve removed the legacy app from Slack, installed the new app and added the new Slack package to Salesforce, there are two final steps to complete your migration:

  1. Uninstall the legacy Slack package, Slack Essentials Packaging Org Version 1.7, from Salesforce. 
  2. Let members know that they can link their Slack accounts to the new Salesforce app by typing the /salesforce slash command into the message field anywhere in Slack and sending the message. The Salesforce app will prompt them to click the Connect button to authenticate  

Need help along the way? Contact our Support team and we’ll get back to you soon.

 

New

Legacy

How it works

There are two apps that connect Salesforce and Slack. In order to use the Salesforce app for Slack, a Salesforce System Administrator will need to install and configure the Slack app for Salesforce. Each app provides different functionality:

The Slack app for Salesforce
  • Available in Salesforce AppExchange
  • View Slack messages associated with a record
  • Send Salesforce records to Slack
  • Set up record alerts in Slack channels
The Salesforce app for Slack 
  • Available in the Slack App Directory
  • Search and preview Salesforce records for all standard objects
  • Route relevant alerts to channels
  • Add Slack messages to Salesforce records

 

Install and configure the Slack app for Salesforce

Salesforce System Administrators can use our Slack for Salesforce Installation & Configuration Guide to install the Slack package in Salesforce. Once that’s complete, members can follow the steps below to install the Salesforce app to Slack or connect their accounts if the app has already been installed to their workspace.

Note: if you’re on the Slack Enterprise Grid subscription, you’ll need to install the Salesforce app to each workspace in your org where you need access to Salesforce.

 

Install the Salesforce app for Slack

Check with a Salesforce System Administrator to make sure the Slack app for Salesforce has been installed and properly configured before installing the Salesforce app to Slack.

  1. Visit the Salesforce page in the Slack App Directory.
  2. Click Add to Slack.
  3. You’ll be taken to the Salesforce app landing page. From there, click Add to Slack.
  4. Follow the prompts to authenticate your Salesforce account and finish installing the app. 

Tip: Before connecting Slack to your production Salesforce instance, you can test your setup. To do so, click the Connect to a Salesforce sandbox org? link below the Add to Slack button on the app landing page.

 

Connect your Salesforce and Slack accounts

Once both apps have been installed, connect your Salesforce and Slack accounts.

  1. From the Slack desktop app, click Apps in the left sidebar.
  2. Search for Salesforce, then select Add to Slack.
  3. Follow the prompts to connect your account.
  4. Once Slack and Salesforce are connected, click Open Slack to return to Slack.

Note: you can also connect Slack and Salesforce by clicking on a Salesforce alert in a channel or using the /salesforce slash command, then following the prompts to authenticate Slack with your Salesforce account.

 

Search Salesforce records from Slack

To search Salesforce from Slack, type the /salesforce slash command and your search term into the message field, then press Enter or click Send.

Slack will return a summary of the Account, Case, Contact, Lead, Opportunity, or Task. If there’s more than one result for a search, Slack will show the top five matching records. To view an expanded list of results, click the button to filter results by object type. Then, click View Record to see more details.

Animated GIF of searching for a Salesforce record in Slack


Configure Salesforce alerts in Slack

There are two types of Salesforce alerts you can configure in Slack:

  • My alerts: Notifications from the Salesforce app when records assigned to you change.
  • Channel alerts: Notifications of record or object changes sent to a channel.

Manage My Alerts

By default, you’ll receive a notification from the Salesforce app when changes are made to records assigned to you in Salesforce. To manage these notifications, follow the steps below:

  1. From your desktop, click Salesforce below Apps in the left sidebar.
  2. Type /salesforce in the message field and send the message.
  3. Next to My alerts, click Edit Alerts.
  4. Click the drop-down menu below an alert to change your notification preferences, then select Save.

Set up channel alerts

You can configure alerts to post record- or object-level changes to a channel. Record-level alerts can be configured from Slack or Salesforce, but object-level alerts can only be configured from Slack.

Record-level alerts

  1. From your desktop, open the channel you'd like to send alerts to. 
  2. Type /salesforce in the message field and send the message. 
  3. Click the drop-down menu next to Record alerts for your channel and search for the record you'd like to add. 
  4. Choose alert types to send to the channel, then click Save

Tip: when viewing a record in Salesforce, click the Slack Alerts button and select a channel to set up a record-level alert.

Object-level alerts

  1. From your desktop, open the channel you'd like to send alerts to. 
  2. Type /salesforce in the message field and send the message. 
  3. Open the drop-down menu next to Object alerts for your channel and select an object. 
  4. Choose object updates to send to the channel, then click Save

Note: If notifications for record or object alerts stop working, ask your Salesforce administrator to reauthorise the connection to Slack from System Connections in the Slack Setup assistant. If that doesn’t fix the problem, contact our Support team for help.

 

Send messages to Salesforce or Slack

Send Slack messages to Salesforce

Use the Add to Salesforce message action to attach a Slack message to the Related Slack Messages component of any record in Salesforce.

  1. Find the Slack message you’d like to send to Salesforce.
  2. Click the   three dots icon, then click Add to Salesforce.
  3. Search for a record, then select it from the drop-down menu.
  4. Click Add.

Send Salesforce records to Slack

Use the Send to Slack action to send records from Salesforce to Slack.

  1. Find the record you want to send to Slack.
  2. At the top of the page, click the Send to Slack button.
  3. Select a workspace, then pick the channel or person you’d like to send the record to.
  4. Click Send to Slack.

 

Disconnect your account

  1. From your desktop, click Salesforce below Apps in the left sidebar.
  2. Type /salesforce in the message field and send the message.
  3. Next to Disconnect account, click Disconnect.
  4. Click Disconnect to confirm.

How it works

There are two apps that connect Slack and Salesforce together, with each providing a different functionality:

 

The Salesforce app from Slack
  • Available from Slack’s App Directory
  • Search Salesforce details with a slash command 
  • Share Salesforce info with your team in Slack
The Slack app from Salesforce 
  • Available from the Salesforce AppExchange
  • Link Salesforce records with channels in your Slack workspace
  • Share messages with Slack and Chatter

 

1. The Salesforce app from Slack

 Install the Salesforce app

  1. Visit the Salesforce page in the App Directory.
  2. Click Add to Slack.
  3. Authenticate your Salesforce account.

Get more info on Salesforce links in Slack

Share details about a contact, account, lead or opportunity with your team by pasting Salesforce links in Slack. Each link will expand to show details from Salesforce.

Search Salesforce from Slack

To search, type the slash command /salesforce and your search term in the message field and press Enter.

Slack will display the top three records – simply click Show details to see more or to view it in Salesforce.

Note: The /salesforce slash command will search accounts and contacts, but not leads or opportunities.

 

2. The Slack app from Salesforce

Install the Slack app

Only Salesforce administrators can install the app from the Salesforce AppExchange.

  1. Visit AppExchange Marketplace from the Salesforce setup menu.
  2. Search for the Slack app, then click Get it now.
  3. Review the app components, then click Install

Link your Salesforce records to a Slack channel

Improve communication and transparency for a contact, account, lead or opportunity by linking Salesforce records to Slack channels. Here are a few things to bear in mind:

  • The Chatter connector only works for certain Salesforce record types: contacts, accounts, opportunities and leads.
  • The Salesforce Chatter connector will not work with a custom object.
  • The Salesforce Chatter connector will not work in Chatter Groups.

Communicate with Slack and Chatter

  • Use the /chatter command in Slack to send updates to Chatter.
  • Enter /slack in Chatter to send a post from Chatter to Slack.

Note: It's possible to build a custom Salesforce app if that suits you better. Our Connecting Salesforce and Slack blog has more info.