---
schema_version: "1"
id: 2c15c6c5c9b2e2ac64450e9064f2626661e85720e3421728c4ef022b59c732fc
title: Best Practices for Creating Sales Channels
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/slack_apps_sales_sc_best_pract.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_sc_best_pract.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c032ac9156ef38a252f15fc3cb8f1debab481973225a198b571ba2fc9432d793
description: 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.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Best Practices for Creating Sales Channels

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.

Spend a few minutes reviewing our advice for planning a sales channel strategy. See Plan Your Sales Channel Strategy section in [Preparing for Sales Cloud for Slack](https://help.salesforce.com/s/articleView?id=slack.slack_apps_sales_prepare_your_org_for_sales_cloud_for_slack.htm&release=264.0.0&type=5 "Before you turn on the app and roll it out to your users, take some initial planning steps, and complete some initial setup in Salesforce."). Or ask a sales leader if your company has established your own strategy.

Plan which opportunities or accounts can benefit from a sales channel.

Note any Slack channels where your sales teams are already working on any of those accounts or opportunities, and retain a list of those channels. Rather than uprooting conversations that are in progress, convert those existing Slack channels to sales channels. Only spin up new channels for records that don’t have an established presence in Slack.

Decide whether any new channels are private or public.

Determine the list of team members to invite to each channel.

Ask your sales leader or manager if your company uses a naming convention for sales channels, and follow that convention. Use a common naming convention to make finding channels set up for sales channels as easy as possible. If not, we recommend using a name such as #oppty-opportunity-name, #acct-account-name, or #sales-acct-name-oppty-name, depending on which records are in the channel.

Create your sales channels, connecting each channel to the appropriate opportunities and accounts.

Create a post to welcome people to the channel and start selling as a team.

#### 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.")
- [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.")
- [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.")