---
schema_version: "1"
id: 1ba5f9a91df786f72b073f78e8c8f26462813a10bd2bcdbe658b5f982c12cda8
title: Sales Cloud for Slack
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/slack_apps_sales_cloud_parent.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_cloud_parent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b14cab4a2b2510a95dfee974819a89866dfdc21583104d1655fac00296216d50
description: Help your sales teams collaborate and close deals faster in Slack. View sales records, check your pipeline, get reminders, work as a team in sales channels, and stay in the loop using feed channels.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Sales Cloud for Slack

Help your sales teams collaborate and close deals faster in Slack. View sales records, check your pipeline, get reminders, work as a team in sales channels, and stay in the loop using feed channels.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/images/icon_note.png)

Note Sales Cloud for Slack installs from the Slack Marketplace. For the newest experience, start with Agentforce Sales in Slack.

![Salesforce banner showing Sales Cloud for Slack](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/slack_apps/images/slack_apps_sales_learning_map_banner.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/resources-global/_corporate/images/learning_maps/lm_start.png" alt="Starting point of a journey on a map"></span>
            </p>
            <p>
              <strong>Discover Sales for
                Slack</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sell_faster_and_smarter_using_scfs_parent.htm&amp;release=264.0.0&amp;type=5" title="Learn about Sales Cloud for Slack features and how to use the app.">Sales Cloud for Slack Features</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_how_does_a_sales_channel_work.htm&amp;release=264.0.0&amp;type=5" title="Check out what a sales channel looks like and how it can help you and your sales team keep selling directly from Slack.">How Does a Sales Channel Work?</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_sc_best_pract.htm&amp;release=264.0.0&amp;type=5" title="To avoid introducing duplicate channels and ensure that the channels you create are easy to find, follow these best practices before you start creating channels.">Best Practices for Creating Sales Channels</a>
            </p>
            <p>
              <em>Trailhead: </em>
              <a href="https://trailhead.salesforce.com/content/learn/modules/slack-first-sales" target="_blank">Slack for Sales</a>
            </p>
            <p style="margin-bottom:0;">
              <em>Trailmix: </em>
              <a href="https://trailhead.salesforce.com/users/teamtrailhead/trailmixes/integrate-with-slack" target="_blank">Integrate With Slack</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/resources-global/_corporate/images/learning_maps/lm_develop_2.png" alt="Map image showing two gears working together"></span>
            </p>
            <p>
              <strong>Get
                Started</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_review_considerations_for_sales_cloud_for_slack.htm&amp;release=264.0.0&amp;type=5" title="Before setting up the app, learn about these product and installation considerations.">Review
                Considerations for Sales Cloud for Slack</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_install_the_app_in_your_company_s_slack_workspace.htm&amp;release=264.0.0&amp;type=5" title="Before your users get started with the Sales Cloud for Slack app, you must work with the Slack admin at your company to install the app in your company’s Slack Workspace.">Install the Sales
                Cloud for Slack app</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_connect_your_account.htm&amp;release=264.0.0&amp;type=5" title="Now that you’ve added Apps to your Slack sidebar, use it to find the Sales app. Then open the app and connect Slack with Salesforce.">Connect Your Account</a>
            </p>
            <p>
              <em>Trailhead:
              </em>
              <a href="https://trailhead.salesforce.com/content/learn/modules/asynchronous-work-with-slack" target="_blank">Asynchronous Work With Slack</a>
            </p>
            <p style="margin-bottom:0;">
              <em>
                <a href="https://trailhead.salesforce.com/content/learn/modules/slack-connect" target="_blank">Slack Connect</a>
              </em>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/resources-global/_corporate/images/learning_maps/lm_build_1.png" alt="Image of wrench on learning map path"></span>
            </p>
            <p>
              <strong>Set Up Sales for
                Slack</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_enable_sales_cloud_for_slack_in_salesforce.htm&amp;release=264.0.0&amp;type=5" title="The next step to setting up Sales Cloud for Slack is to enable Slack apps in Salesforce and configure Sales Cloud for Slack features.">Setting Up Sales
                Cloud for Slack</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_set_up_users_to_create_sales_channels.htm&amp;release=264.0.0&amp;type=5" title="To set up users to create sales channels from Slack, give users access to the Swarms object in Salesforce. To set up users to create sales channels from Salesforce, you must configure some additional settings.">Add Users to Create Sales
                Channels</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_notifications.htm&amp;release=264.0.0&amp;type=5" title="Set up record reminders, and activate sales and feed channel notifications. First, decide which Sales Cloud for Slack reminders and notifications that you want to set up. Then activate flows for those notifications using the Salesforce feature Flow Builder.">Set Up Sales Cloud
                for Slack Notifications</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/resources-global/_corporate/images/learning_maps/lm_integrate_1.png" alt="Image of pods of data coming together into a central point"></span>
            </p>
            <p>
              <strong>Sell With Sales Channels</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_create_sales_channels_from_slack.htm&amp;release=264.0.0&amp;type=5" title="You can create sales channels in Slack from the Sales Cloud for Slack app. After creating the sales channel, open it and invite members.">Create and Organize Sales
                Channels</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_create_a_feed_channel.htm&amp;release=264.0.0&amp;type=5" title="Keep users up to date on announcements using your own feed channel. A channel must be connected to a broadcast topic.">Add Feed Channels
                to Your Workspace</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_slack_shortcuts_reference.htm&amp;release=264.0.0&amp;type=5" title="These shortcuts and slash commands are available in the Sales Cloud for Slack app.">Sales Cloud for Slack Shortcut and Slash
                Command</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_automate_actions_in_slack.htm&amp;release=264.0.0&amp;type=5" title="You can supercharge your Slack integration by using Flow Builder to automate actions like channel creation, message posting, inviting users to channels, and more.">Automate Actions in
                Slack</a>
            </p>
            <p style="margin-bottom:0;">
              <em>Trailhead: </em>
              <a href="https://trailhead.salesforce.com/content/learn/modules/slack-workflow-builder" target="_blank">Slack Workflow Builder</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/resources-global/_corporate/images/learning_maps/lm_audience_1.png" alt="- Image of two users together"></span>
            </p>
            <p>
              <strong>Collaborate and Take
                Action</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_stay_informed_with_feed_channels.htm&amp;release=264.0.0&amp;type=5" title="Slack isn’t only for chatting. Feed channels keep you in the loop about the deals that are most important to your company. To get started, join the #deals-to-watch and #deals-won channels. Feed channel members are notified when changes are made to qualifying Salesforce opportunities. If you can’t find these channels, ask your sales manager or Salesforce admin whether they’ve been set up for you or whether your admin gave them different names.">Stay Informed with Feed
                Channels</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_app_sales_customize_deals_to_watch.htm&amp;release=264.0.0&amp;type=5" title="The deals to watch feed channel notifies members when a Salesforce opportunity within a certain probability and amount range is created or updated. Salesforce admins can customize the probability percentage and range that triggers notification. Customize which opportunity changes trigger feed channel notifications using Flow Builder.">Get Reminders to
                Update Your Deals in Slack</a>
            </p>
            <p>
              <em>Video: </em>
              <a href="https://salesforce.vidyard.com/watch/UbYqGy71VbPLPPCiBC2XwM" target="_blank">Customize Notification Flows</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_data_access_in_sales_channel_notifications.htm&amp;release=264.0.0&amp;type=5" title="Your Salesforce admin determines how much data is shared in reminder, sales channel, and feed channel notifications. The setting is set from the Record Detail Setting on the Enable Slack for Salesforce page in Setup. If you don’t have access to the record in Salesforce, you can’t access additional details about the notification.">Data Access in
                Sales Cloud for Slack Notifications</a>
            </p>
            <p style="margin-bottom:0;">
              <em>Trailhead: </em>
              <a href="https://trailhead.salesforce.com/content/learn/projects/collaborate-using-the-salesforce-app-in-slack" target="_blank">Collaborate Using the Salesforce App in
                Slack</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/resources-global/_corporate/images/learning_maps/lm_learn_end_2.png" alt="End of journey map point showing books to learn more"></span>
            </p>
            <p>
              <strong>Learn More</strong>
            </p>
            <p>
              <em>Service Cloud for Slack:</em>
              <a href="https://help.salesforce.com/s/articleView?id=service.set_up_swarming.htm&amp;language=en_US" target="_blank">Swarming and Service for Slack</a>
            </p>
            <p>
              <em>Trailhead: </em>
              <a href="https://trailhead.salesforce.com/content/learn/modules/project-management-with-slack" target="_blank">Identity Management in Slack</a>
            </p>
            <p>
              <em>Trailhead: </em>
              <a href="https://gus.lightning.force.com/lightning/r/Trlhd_Badge__c/a7hAH000000014zYAA/view" target="_blank">Slack for Service</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://api.slack.com/docs" target="_blank">Slack
                Developer Docs and Guides</a>
            </p>
          </td>

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

- **[Sales Cloud for Slack Features](https://help.salesforce.com/s/articleView?id=slack.slack_apps_sell_faster_and_smarter_using_scfs_parent.htm&release=264.0.0&type=5)**  
    Learn about Sales Cloud for Slack features and how to use the app.
- **[Setting Up Sales Cloud for Slack for Your Salesforce Users](https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_set_up_sales_cloud_for_slack_parent.htm&release=264.0.0&type=5)**  
    Get Salesforce users up and running with the Sales Cloud for Slack app. First, review the app considerations so you know what to expect with Sales Cloud for Slack. Next, complete some preparatory planning and configuration in Salesforce Setup to get your sales features ready to work with the app. Then enable Sales Cloud for Slack and configure its features, also in Salesforce Setup. Lastly, work with your Slack admin to install the app in your Slack workspace.
- **[Getting Started with Sales Cloud for Slack](https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_get_started_sales_cloud_for_slack_teams_parent.htm&release=264.0.0&type=5)**  
    After your Salesforce admin has installed the Sales Cloud for Slack app in your sales team’s Slack workspace, get the app from Slack and connect it to your Salesforce user account. Then you can start using Sales Cloud for Slack to streamline how you sell with your sales team.