---
schema_version: "1"
id: f449b6acb081838ad26892f343d3ac347628466e2cd4e63a8dd9c86b2e318f77
title: Create Sales Channels from Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/slack_apps_sales_create_sales_channels_from_salesforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_create_sales_channels_from_salesforce.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4ab39047194b42358483f3425360997c4c1fba034dcf26f18535d612c3529822
description: 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.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Create Sales Channels from Salesforce

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

<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="d18302e27">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18302e27 ">To install and log in to the Sales Cloud for Slack app:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18302e27 ">
              <p>Connect Salesforce with Slack</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Slack Sales User</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18302e27 ">To view sales channels in Salesforce:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18302e27 ">Read on Swarms</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18302e27 ">To create sales channels in Salesforce:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18302e27 ">
              <p>Read AND Create on Swarms</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Run Flows</p>
            </td>
          </tr>
        </tbody>
      </table>

1. Open an opportunity or account record that you want to link to the sales channel.
2. From the record action menu, click **Link a Slack Channel**.
3. 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.

#### See Also

- [How Does a Sales Channel Work?](https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_how_does_a_sales_channel_work.htm&release=264.0.0&type=5 "Check out what a sales channel looks like and how it can help you and your sales team keep selling directly from Slack.")
- [Best Practices for Creating Sales Channels](https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_sc_best_pract.htm&release=264.0.0&type=5 "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.")
- [Create Sales Channels from Slack](https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_create_sales_channels_from_slack.htm&release=264.0.0&type=5 "You can create sales channels in Slack from the Sales Cloud for Slack app. After creating the sales channel, open it and invite members.")
- [Setting Up Users to Create Sales Channels](https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_set_up_users_to_create_sales_channels.htm&release=264.0.0&type=5 "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.")