Communicate in a Salesforce Channel

Create or Join a Salesforce Channel

If you don’t see Slack on a record, ask your Salesforce admin for help.

1. From a record, click Slack to open the Slack panel, or find the Slack component.
2. Click Join Channel. If the record doesn’t have an associated channel yet, click Create Channel to create one.

Add Channel Members

Add other people to the channel to start the conversation.

1. From a record, click Slack to open the Slack panel, or find the Slack component.
2. To add members:
   • If you access Salesforce channels via the Slack panel, open the dropdown menu and select View Channel Members.
   • If you access Salesforce channels via the Slack web component, click in the channel header.
3. Click Add people.
4. In the dropdown menu, search for and select a user to add to the channel. Repeat this step to add multiple people.
5. Click Add People.

Send a Message

1. From a record, click Slack to open the Slack panel, or select the message field in the Slack component.
2. Type a message, then select the options above the message field to add attachments, formatting, or emoji.
3. Press Enter to send your message.

Mention a Teammate

In Salesforce channels, you can get a teammate’s attention by mentioning them. When you mention a teammate, they see a notification in the corresponding Salesforce channel in Slack.

1. From a record, click Slack to open the Slack panel, or select the message field in the Slack component.
2. As you compose a message, enter the @ symbol.
3. Enter and select a member’s name.
4. Press Enter to send your message.

Start or Reply to a Thread

To keep conversations organized, reply to a message in a thread.

1. From a Salesforce channel, hover over a message.
2. Click .
3. Type your reply, then press Enter to send your message.

React to a Message by Using Emoji

Use an emoji reaction to quickly reply to a message without words. An emoji reaction can often replace the need for a follow-up message.

1. From a Salesforce channel component, hover over the message you’d like to reply to.
2. Click and select an emoji.

Edit or Delete a Message

If you send a message but notice it’s not quite right, you can edit or delete it.

1. From a Salesforce channel, hover over a message.
2. Click , then select Edit message or Delete message.

Tip To open the Salesforce channel directly in Slack, click , then select Open Channel in Slack. Learn more about getting started with Slack in the Slack Help Center.