---
schema_version: "1"
id: c5ef1978501539c6af0c9ed62284f11ebc594d3d52a4b2d7a3ca15b88e6f6381
title: Create a Campaign Record Channel
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/slack_apps_create_campaign_channel_from_salesforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_apps_create_campaign_channel_from_salesforce.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 189a3735922de461b2a51b56cd38c026c580018d694eb430a7de534181543e82
description: You can create a Slack channel directly from a campaign record in Salesforce. Use this channel to collaborate with your team and receive important campaign updates.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Create a Campaign Record Channel

You can create a Slack channel directly from a campaign record in Salesforce. Use this channel to collaborate with your team and receive important campaign updates.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce <strong class="uicontrol">Starter</strong> and <strong class="uicontrol">Pro Suite </strong>Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4151e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4151e70 ">To set up Slack channels in Salesforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4151e70 ">Modify All Data</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4151e70 ">To create campaign record channels in Salesforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4151e70 ">
              <p>Edit on campaigns</p>
              <p>OR</p>
              <p style="margin-bottom:0;"><strong class="uicontrol">Marketing User</strong> selected in User
                Details</p>
            </td>

          </tr>
        </tbody>
      </table>

1. [Set up Slack channels in Salesforce](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_setup.htm&type=5&language=en_US) with campaign as the supported object.
2. Open the campaign record that you want to work with.
3. Click **Slack**.
4. Select where you want to collaborate.
    - To convert an existing Slack channel into a campaign record channel, click **Link an existing channel** and follow the prompts.
        
        If you opt to invite colleagues to the channel, invitees are added to the channel as soon as it’s created. You can also add members to the channel later from Slack.
        
        If you can't add an invitee when the channel is created, they get an email telling them how to join the channel. You can't add an invitee if they aren't a member of the Slack workspace where you created the channel.
    - To create a channel, enter a message, and then click **Send now**.
        
        This action creates a Slack channel with the same title as the campaign name.

## Work With Campaign Channels

- To continue collaborating, enter messages in the pane. You can format your messages, mention specific colleagues, and add links and attachments. You can also pin the Slack pane to your campaign.
- When you enter a message that mentions someone who isn’t a part of the channel, click **Add Them** to add them to the channel.
- To view the channel in Slack, click the arrow icon next to the channel name in the pane and click **Open Channel in Slack**.