---
schema_version: "1"
id: 5bba9ffd7b49ac2e34eb5d8a9c7a1ff2f83d6d15d29c97091fa048b16ed9d45a
title: Get Started with Slack in Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/slack_salesforce_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d6ba64cce51aa29db5e9fecadd2022cc6450f40fcfcc83dfc2d1defe0555ccda
description: 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.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Get Started with Slack in Salesforce

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.

### 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="d3748e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3748e84 ">To create a Slack workspace:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3748e84 ">Salesforce admin</td>

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

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/images/icon_tip.png)

Tip If you’re unfamiliar with Slack, check out [What is Slack?](https://slack.com/help/articles/115004071768-What-is-Slack) in the Slack Help Center.

Use these steps to get started with Slack in Salesforce. After each step, feel free to pause the process to try out Slack functionality before proceeding to the next step.

## Step 1: Create Your Workspace

1. From Setup, in the Quick Find box, enter Slack Guided Setup and select it.
2. Click **Start Slack Setup**.
3. In Create a Slack workspace, click **Get Started**.
4. Enter a name for your Slack workspace, then click **Save**.

To learn more about how to customize your new workspace, visit [Getting started for workspace creators](https://slack.com/help/articles/217626298-Getting-started-for-workspace-creators) in the Slack Help Center.

## Step 2: Add Slack Conversations to Salesforce Record Pages

After you create a workspace, you can configure the Slack channel component to appear on Salesforce record pages. The Slack component is a standard page component that allows users to access Salesforce channels on record pages you choose.

1. In Add Slack conversations to record pages, click **Add**.
2. In Slack Channels for Records, select **\+ Add Objects** in the top-right corner.
3. Search for and select the objects that you want to add.
4. To open a record page in Lightning App Builder, click the relevant page under Record Pages and then click **Edit**.
5. To add Slack conversations to the record page, drag the **Slack** component onto the canvas and save your changes.
6. Return to Guided Slack Setup and select **I am done with this step**.

For more information on configuring Slack channels in Salesforce, see [Set Up and Manage Salesforce Channels in Your Org](https://help.salesforce.com/s/articleView?id=slack.slack_salesforce_channels_setup.htm&release=264.0.0&type=5 "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.").

## Step 3: Grant User Access to Slack

When your Slack workspace is ready, you can allow your users to access it. You can invite all internal users in your Salesforce org or manage access using an identity management tool, such as Okta. If you like, you can also manually invite members via Slack to grant access to a more customized set of users.

1. In Grant users access to Slack automatically, click **Manage**.
2. Choose **Auto create and connect Slack accounts** or **Use identity management tools**, click **Save**, and then follow the prompts to complete your setup.
    
    When you use the **Auto create and connect Slack accounts** to grant users access to Slack, they receive an email prompting them to set up their accounts.

To get your team up and running in Slack, visit the [Slack Quick Start Guide](https://slack.com/help/articles/360059928654-How-to-use-Slack--your-quick-start-guide) in the Slack Help Center.

#### See Also

- [Slack Help Center: Invite new members to your workspace](https://slack.com/help/articles/201330256-Invite-new-members-to-your-workspace)