---
schema_version: "1"
id: 2485884ee2b320509066bc468a1894012fe615edbab86d42c5598e8976fcf355
title: Create Sales Channels from 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_create_sales_channels_from_slack.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_create_sales_channels_from_slack.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 83298ae504084a45bc4ae61dd0d6c3ac7eaaa640a4198444240846e186a58795
description: You can create sales channels in Slack from the Sales Cloud for Slack app. After creating the sales channel, open it and invite members.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Create Sales Channels from Slack

You can create sales channels in Slack from the Sales Cloud for Slack app. After creating the sales channel, open it and invite members.

### 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="d24842e27">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24842e27 ">To install and log in to the Sales Cloud for Slack app:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24842e27 ">
              <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="d24842e27 ">To create sales channels in Slack:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24842e27 ">Read AND Create on Swarms</td>
          </tr>
        </tbody>
      </table>

1. From the Slack sidebar, click the **Sales** app in your Apps list.
2. After the app opens, click the shortcuts menu (![Slack shortcut icon on the Slack message bar](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_scut_icon.png)), select **Sales Cloud for Slack**, and then select **Create a sales channel**. Or, type /create a sales channel into the Slack message field.
    
    ![Slack message field](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_message_bar.png)
3. Select where you want to collaborate.
    
    1. If you have a Slack channel that you want to convert to a sales channel, choose **Existing channel**.
    2. To create a channel, choose **New channel**, select whether to make the channel private, and name the channel.
    
    ![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 If you can’t find the existing channel you’re searching for, check whether the channel includes any members that are external to your company (also known as a Slack Connect channel). If the channel is a Slack Connect channel, you can still use it for your sales channel if you can remove all external members from the channel. Return to the sales channel shortcut, and search for the existing channel again. You can now finish creating the sales channel. When you’re done, add any external members to the sales channel.
4. Select the Salesforce records that the sales channel is about. You can select only records that you have access to in Salesforce.
5. Select whether you want the sales channel to be notified about changes to the linked records.
6. Save the sales channel.

Just like that, you have a sales channel! When you’re ready, open the channel and invite your sales team. If you save this step for last, you can manage the first impression and be confident that your sales channel works as you intended.

#### 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 Salesforce](https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_create_sales_channels_from_salesforce.htm&release=264.0.0&type=5 "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.")
- [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.")