Marketing teams collaborate on their work in Slack, so conversations stay in the context
of what they're working on. Bring a marketing program, goal, tactic, or tactic template into a
Slack channel to keep the discussion linked to the record. Messages sync between Salesforce and
Slack in real time, so the team stays aligned as work moves forward.
Required Editions
Bring a marketing record into Slack to work with your team where the conversation happens. On the record's Slack component, join or create a Slack channel for that record.
Messages that you post appear in both Salesforce and Slack in real time, so the discussion
stays linked to the work. For example, in the Slack channel for a marketing tactic, align with
your brand reviewer on the creative before you submit the tactic for approval.
The Slack component is available on these record pages:
- Marketing Program
- Marketing Goal
- Marketing Tactic
- Marketing Tactic Template
The Slack channel is for team discussion. Approval requests, review assignments, and task
updates each follow their own notification paths.
Your Salesforce admin sets up the Slack component, selects which objects to support, and adds
it to the record pages. The component then appears on those records for your team to use.
