You can create sales channels directly from opportunity or account records. Send invitations to team members while you’re creating the channel, or opt to invite members later from Slack.
Required Editions
| User Permissions Needed | |
|---|---|
| To install and log in to the Sales Cloud for Slack app: |
Connect Salesforce with Slack AND Slack Sales User |
| To view sales channels in Salesforce: | Read on Swarms |
| To create sales channels in Salesforce: |
Read AND Create on Swarms AND Run Flows |
- Open an opportunity or account record that you want to link to the sales channel.
- From the record action menu, click Link a Slack Channel.
- Follow the prompts to create a sales channel.
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 on from Slack.
Any invitees who can’t be added when the channel is created get an email telling them how to join the channel. Invitees can’t be added in either of these cases:
- The invitee isn't a member of the Slack workspace where you created the channel.
- The invitee hasn’t completed user set up for the Sales Cloud for Slack app, including connecting the app to Salesforce.