---
schema_version: "1"
id: 4de2be4fd71414601a4107534628768d4b0b4053186feae86aad0be30cc899b3
title: Set Up and Manage Salesforce Channels in Your Org
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/slack_salesforce_channels_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7ef654289856cda4ee08d0083558f3e2ba30e9a96efa6b44522e30ba817b32c2
description: Configure Salesforce channels to help users collaborate on projects directly in a record and communicate with teammates in a unified channel across Salesforce and Slack. You can make Salesforce channels available on your record pages using the Slack panel or the Slack Lightning web component – no Marketplace app to install.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Set Up and Manage Salesforce Channels in Your Org

Configure Salesforce channels to help users collaborate on projects directly in a record and communicate with teammates in a unified channel across Salesforce and Slack. You can make Salesforce channels available on your record pages using the Slack panel or the Slack Lightning web component – no Marketplace app to install.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Starter</strong>, <strong>Pro Suite</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<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="d18986e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18986e84 ">To connect Salesforce and Slack:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18986e84 ">Salesforce admin and <a href="https://slack.com/help/articles/360018112273-Types-of-roles-in-Slack#additional-roles-on-the-enterprise-grid-plan" target="_blank">Slack Salesforce Admin system role</a></td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18986e84 ">To choose supported objects:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18986e84 ">Salesforce admin</td>

          </tr>
        </tbody>
      </table>

![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 your Slack workspace was automatically provisioned when you created your Salesforce org, Salesforce channels are configured for you, including a set of supported objects.

This topic covers the admin procedures for setting up Salesforce channels if you already use Slack. If you're new to Slack, check out [Get Started with Slack in Salesforce](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_setup.htm&release=264.0.0&type=5 "Use Slack in your Salesforce org to collaborate in real-time, automate key processes, and more. If you don’t use Slack yet, you can use the Slack guided setup to create a workspace, configure Salesforce channels, and invite users to Slack.").

- [How Salesforce Channels Work](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_setup.htm&release=264.0.0&type=5)
- [Prerequisites and Considerations](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_setup.htm&release=264.0.0&type=5)
- [Step 1: Connect Slack and Salesforce](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_setup.htm&release=264.0.0&type=5 "Your org may be connected to Slack as part of previous integrations with Slack. If so, you can proceed to the next step.")
- [Step 2: Choose Supported Objects](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_setup.htm&release=264.0.0&type=5 "Choose which objects can use Slack channels in Salesforce. Users in Salesforce can view existing record channels or create new channels. If your Salesforce org previously used Salesforce channels in Slack, your existing supported objects are listed in the Slack Channels for Records page in Setup.")
- [Step 3: Choose Where to Show Salesforce Channels](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_setup.htm&release=264.0.0&type=5 "After you complete the initial setup process, you can configure Salesforce channels to open in the Slack panel or the Slack component.")
- [Remove Salesforce Channels from an Object](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_setup.htm&release=264.0.0&type=5 "If you no longer need a Salesforce channel configuration for a specific object, you can remove it. First, remove the Slack channel component from the record page, and then delete the configuration for the object.")

## How Salesforce Channels Work

Each Salesforce channel is connected to a specific record, such as an account or opportunity record. To create that connection, you add the Slack component for Salesforce channels to any record page for standard or custom objects (just like any other standard component). And because the Slack component is located directly on its corresponding record, only users with permissions to access the record can access the channel in Salesforce.

## Prerequisites and Considerations

Some things to consider when setting up Slack channels in Salesforce:

- Only users with these user license types can use Salesforce channels to collaborate internally on a record.
    - Salesforce
    - Salesforce Platform Login
    - Lightning Platform - One App
    - Force.com - App Subscription
    - Company Community User
- External user licenses, such as Experience Cloud user license, are unsupported.
- You can add the Slack channel component to desktop record page configurations only.
- Access for Salesforce channels in Slack differs from Salesforce channels in Salesforce. In Salesforce, access to Slack channels is controlled by access to the corresponding record. In Slack, channel members have limited access to a Salesforce channel, even without access to the corresponding record. Learn more about access to Salesforce channels in [Security for Salesforce channels](https://slack.com/help/articles/32675871067283-Security-for-Salesforce-channels) in the Slack Help Center.

## Step 1: Connect Slack and Salesforce

Your org may be connected to Slack as part of previous integrations with Slack. If so, you can proceed to the next step.

1. To begin the setup process, connect your Salesforce org and Slack. See [Connect Salesforce and Slack](https://slack.com/help/articles/30754346665747) in the Slack Help Center.
2. If you choose to automatically map users using either Email or SAML NameID, people can automatically use Salesforce channels in Salesforce. If you choose not to automatically map users or if users can’t be mapped, users can manually sign in to Slack when prompted to connect their Salesforce and Slack accounts.

## Step 2: Choose Supported Objects

Choose which objects can use Slack channels in Salesforce. Users in Salesforce can view existing record channels or create new channels. If your Salesforce org previously used Salesforce channels in Slack, your existing supported objects are listed in the Slack Channels for Records page in Setup.

1. From Setup, in the Quick Find box, enter Slack Channels for Records and select it.
2. Click **\+ Add Objects** and select the objects that you want to use for Slack record channels.
3. Click **Add Objects** to finish.

## Step 3: Choose Where to Show Salesforce Channels

After you complete the initial setup process, you can configure Salesforce channels to open in the Slack panel or the Slack component.

- [Manage the Slack Panel on Record Pages](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_manage_panel.htm&release=264.0.0&type=5 "The Slack panel offers a streamlined way to view and collaborate in Salesforce channels. You can open and close the panel with one click, so it takes up less room on a record page than the Slack component when you aren’t using Salesforce channels.")
- [Manage the Slack Lightning Web Component on Record Pages](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_manage_component.htm&release=264.0.0&type=5 "Follow these guidelines to use Salesforce channels on a record page via the Lightning web component. When a record page contains a Slack channel component, users in Salesforce can view or create a Slack channel for that record.")

## Remove Salesforce Channels from an Object

If you no longer need a Salesforce channel configuration for a specific object, you can remove it. First, remove the Slack channel component from the record page, and then delete the configuration for the object.

1. From Setup, in the Quick Find box, enter Slack Channels for Records and select it.
2. Under Record Pages, select an object type, then click **Edit** next to the record page you’d like to edit.
3. Locate the Slack channel component, click the **Delete** icon, and save your changes.
4. Repeat the previous step if you have more than one record page configuration listed for an object type.
5. From the Slack Channels for Records page, click the drop-down icon next to the configured object type, then click **Remove Object**.
6. Click **Remove Slack** to finish.

#### See Also

- [Slack Help Center: Connect Salesforce and Slack](https://slack.com/help/articles/30754346665747-Connect-Salesforce-and-Slack)
- [Slack Help Center: Set up and manage Salesforce channels in Slack](https://slack.com/help/articles/32665140498195-Create-and-manage-Salesforce-channel-configurations)
- [Slack Help Center: Invite new members to your workspace](https://slack.com/help/articles/201330256-Invite-new-members-to-your-workspace)
- [Enable Collaboration with Swarming](https://help.salesforce.com/s/articleView?id=service.service_swarming_intro.htm&type=5&language=en_US)