Sell faster together by bringing your people, Sales Cloud data, Agentforce, and process automation into one unified experience with Slack. Improve team visibility with Salesforce channels, and get real-time alerts, automated deal support, and easy CRM updates on any device.
Get deals across the finish line with a single working space where CRM data, conversations, and all sales team productivity tools come together for every sales team member and their partners.
Work efficiently as one selling team with Slack conversations embedded in Sales Cloud records and Sales Cloud data accessible in Slack. Break down silos, collaborate on deals, and align stakeholders from across the business with full context, no matter where you work best.
Partner with every human and agentic teammate across your organization — from Finance and Legal to Customer Success — in real time to strategize on sales pitches, review pipeline, speed up contract approvals and close deals faster together, all without ever leaving Sales Cloud.
Invite agents into the conversation. Powered by conversational data from Slack and customer data from Salesforce, Agentforce joins the selling team as digital teammates that take action on the team's behalf, from preparing executive briefings to creating proposals and more.
Progress deals with ease by accessing Salesforce quick actions from your conversations in Slack. Standardize process automation and best practices by configuring CRM automations at scale across every Salesforce channel.
Take action faster with AI conversation summaries that provide instant visibility into focus areas and risks across accounts and opportunities. Stay up to date on the latest activity across the customer journey, and jump into strategic deal discussions with a single click.
Save time and eliminate context switching by updating your CRM straight from Slack. Sales teams can focus on customers and accomplish key tasks, whether they’re working in Salesforce or Slack, on any device.
Increase visibility with personalized, role-specific insights from Sales Cloud, delivered right within Slack. Get a complete view of accounts, opportunities, key metrics, and deal alerts, all with a single click.
Know what’s changed in your business with automatic deal insight notifications in Slack. Give leaders real-time visibility into key shifts like deal expansions, delays, and wins, right from their mobile devices. Customize views by stage, forecast category, or priority so everyone can focus on the most important deals.
Move deals forward from anywhere with CRM access in the Slack app. Quickly update Salesforce opportunity records or add customer meeting notes on the go. Talk with your team in Slack channels and connect with stakeholders, customers, and partners instantly from your mobile device.
Work smarter and close faster with Agentforce in Slack. Agentforce surfaces Salesforce data alongside relevant conversational knowledge from Slack and updates from third-party tools. Get instant answers and relevant suggestions to keep your team focused on selling.
Make faster, data-driven decisions that impact pipeline and performance. Access and share real-time sales metrics in Slack channels, direct messages, and canvases. Easily explore pipeline, spot trends, and understand current performance — as Agentforce uncovers deeper insights by answering questions in plain language.
Keep deals moving forward with Salesforce Approvals in Slack. Receive real-time approval requests directly within Slack, with full conversational context, and approve or reject instantly— no tool switching necessary. Enhance visibility and accountability with the insights you need, delivered to the right stakeholders at the right time.
Power productivity with automation, knowledge, AI, and collaboration at the center of an open, extensible platform in Slack.
Turn agents into teammates. Bring AI-powered insights and actions into your sales workflows—driven by trusted enterprise data and real-time team conversations.
Being able to access unstructured Salesforce record data directly in Slack — and combine it with the rich, conversational context already happening there — has been a game changer. As a CRO, what stands out most is the impact this has had on speed and clarity.
Bill DwoinenChief Revenue Officer, Mural
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See what happens when you bring the power of Sales Cloud and Slack together.
Tell us a bit more so the right person can reach out faster.
Slack boosts sales team productivity by serving as the operating system for work. With Salesforce channels available in Sales Cloud and Slack, all deal-critical data, stakeholders, and workflows are unified and accessible in one place. Teams can collaborate in real time with up-to-date opportunity data, automate follow-ups, and act on insights without toggling between apps–keeping momentum high and deals on track.
Yes. Slack is an open, extensible platform that allows customers to integrate other apps and tools, including their CRM. Salesforce customers can get started today by connecting their Slack and Salesforce orgs with Salesforce channels, which bring CRM data directly into Slack and Slack into Sales Cloud, so users can view records, update opportunities, and collaborate on accounts—no matter where they work best. Chat with our sales team to learn more.
Sales Cloud for Slack refers to the native integration between Salesforce Sales Cloud and Slack, where Salesforce channels serve as a shared workspace for teams to strategize on opportunities, update records, and engage stakeholders. CRM data flows directly into Slack, keeping sales conversations and data aligned—so teams can act quickly, collaborate more effectively, and close deals faster.
