Integrate Nonprofit record pages with Slack channels for real-time collaboration. Communicate directly within a record page and keep all team members connected, because conversations are accessible in both Salesforce and Slack.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Developer Editions with Nonprofit Cloud. |
With Salesforce Channels in Nonprofit Cloud, you can connect with teammates across Salesforce and Slack, meeting them where they work best. CRM users can use the Slack Channel Lightning web component on the record page to add to the conversation. Slack users see a preview of record details in the dedicated channel and can respond to the conversation directly in Slack.
These objects are good candidates for Salesforce Channels in Nonprofit Cloud:
- Objects that endure for months or years with your teams, such as Program or Account.
- Objects that are for short-term tasks and involve collaboration with subject matter experts, such as Incident or Gift Refund.
- Objects that require more complex coordination and collaboration, such as Care Plan or Application.
Users inherit permissions from Salesforce. Anyone can be a member of a Salesforce Channel, regardless of their CRM license, but they can't interact with the record or view the details tab. Users with Salesforce licenses can view details in work previews.
To set up Salesforce Channels in Nonprofit Cloud, see Set Up Salesforce Channels in Your Org.