---
schema_version: "1"
id: a56dd40159bde3e7f027cb47835c0890c8e4c8c7c979aaadd0bd0a2b168d6b1d
title: Salesforce Actions in Slack
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/slack_service_salesforce_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.slack_service_salesforce_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1c8be4adf208fb0217829a8a4834eea2af4f0e8e3d5ad1ee2f67c3a7cce1e7ab
description: Search, edit, and create Salesforce records from the Service Cloud for Slack app.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Salesforce Actions in Slack

Search, edit, and create Salesforce records from the Service Cloud for Slack app.

- **[Set a Preferred Salesforce Org for Salesforce Actions](https://help.salesforce.com/s/articleView?id=slack.slack_apps_service_set_preferred_org.htm&release=264.0.0&type=5)**  
    To automatically use the same predefined Salesforce org to create and search for records using the Service Cloud for Slack app, set a preferred Salesforce org. When you interact with Salesforce data, such as creating a knowledge draft or sending a message to Salesforce, the preferred org is used and shown.
- **[Search and Edit Salesforce Records in Slack](https://help.salesforce.com/s/articleView?id=slack.slack_search_edit.htm&release=264.0.0&type=5)**  
    Your accounts, contacts, cases, service appointments, and Customer Service Incident Management records are searchable directly from your swarm channel in Slack.
- **[Create a Record in Slack](https://help.salesforce.com/s/articleView?id=slack.slack_service_create_record.htm&release=264.0.0&type=5)**  
    Collaborate and maintain a single source of truth all from one place, when you create a Salesforce record in Slack.
- **[Create a Knowledge Draft in Slack](https://help.salesforce.com/s/articleView?id=slack.service_swarm_slack_create_knowledge_draft.htm&release=264.0.0&type=5)**  
    To capture important team knowledge when a swarm is resolved in Slack, create a knowledge article draft from a Slack message.
- **[Push a Slack Message to Salesforce](https://help.salesforce.com/s/articleView?id=slack.slack_push_message.htm&release=264.0.0&type=5)**  
    Share messages from a Slack swarm channel with case collaborators in Salesforce. The message you send appears in the case feed to provide context about case developments that arise in Slack conversations.
- **[Close a Swarm in Slack](https://help.salesforce.com/s/articleView?id=slack.slack_apps_service_close_swarm_slack.htm&release=264.0.0&type=5)**  
    When the collaboration is over and the issue is resolved, close the swarm from the swarm’s Slack channel. Finishing a swarm sets the end date and time and changes the status and all associated swarm members to Closed. It also frees up space on agents’ Omni-Channel presence configurations so that they can accept more work. And it shows who’s involved in a swarm in reports.
- **[Reopen a Swarm in Slack](https://help.salesforce.com/s/articleView?id=slack.slack_apps_service_reopen_swarm_slack.htm&release=264.0.0&type=5)**  
    Easily reopen a closed swarm if the issue wasn’t resolved or further collaboration is needed in Slack. Reopening a swarm changes the swarm record’s status from a Closed status to an Open one. And, based on how you decide to reopen the swarm, you can open the swarm with the same swarm members or add new ones.