Sales channels link Salesforce records to Slack channels and are the best place to
collaborate with members of your team about key opportunities or accounts. Learn how they can help
your team rally around their deals more effectively, and, if your admin assigned you the right
permissions, how to create them.
Required Editions
- How Does a Sales Channel Work?
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
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
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
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.
