Slack for Salesforce brings your CRM data and alerts directly into Slack - so your team can act on deals, leads, and updates without ever switching apps.
Salesforce Co-Founder Parker Harris is betting big on the CRM’s future, backing the new AI-powered Slackbot as the fastest adopted product in Salesforce history.
Speaking to press, analysts, and partners, Harris was direct: “Why should you ever log into Salesforce again? Maybe you never will. Maybe you will go into Slack.” The message was clear – Salesforce is ready to fundamentally reshape how users interact with the platform.
Introducing Slack CRM
Slack CRM brings Salesforce’s customer data directly into Slack, turning CRM management into something as natural as sending a message. Rather than logging into a separate platform, teams can search records, update deals, log calls and act on real-time customer insights — all without leaving Slack.
Built-in AI further streamlines the experience by summarising conversations, drafting follow-ups and answering questions about customer history, making it easier for every team to stay close to the customer in the flow of their everyday work.
What our services cover
✅ Implementing Slack for Salesforce
Setting up the Slack and Salesforce integration from scratch.
✅ Building automations
Building automations using both Salesforce Flow and Slack’s own Workflow Builder.
✅ Support & Management
Ongoing support, maintenance and administration of the integration and automations.
How we deliver your Slack and Salesforce integration
We handle the full implementation so your team can focus on using it, not setting it up.
- Setup and configuration – We link your Salesforce org to Slack, install the right apps and configure permissions from the start.
- Notifications and alerts — We define which CRM events trigger Slack messages so the right people are always in the loop.
- Slack Canvas – We configure Canvases embedded in your Salesforce records, giving teams a live, shared view of CRM data without leaving Slack.
- Automations – We use Salesforce Flow to surface routine CRM tasks in Slack and reduce manual work.
- Dedicated channels – We create Slack channels tied to specific accounts, opportunities or cases.
- Onboarding and go-live – We train your team and test across user roles before rolling out.
📞 Get a free 30-minute consultation
Let’s have a quick call to understand your setup and walk you through what’s involved, and estimate how long the project will take and how much it will cost.