Step 1: Install The Salesforce App To Slack In the following sections, I’ll cover how you can successfully integrate these apps. Slack recommends that you first add the Slack app to Salesforce in sandbox or development mode and ensure that all functions are working correctly before repeating the installation process in your production Salesforce instance. This app requires access to the Salesforce API, which means it works with the Professional, Enterprise, Unlimited, or Developer Editions of Salesforce. Once you install both the apps, you’ll need to connect your Slack and Salesforce accounts and assign the required permissions to fully integrate these tools.

To send/receive alerts and execute commands without any restrictions, you’ll need to install the Salesforce app to your Slack account and then install the Slack app to your Salesforce account. Slack’s integration with Salesforce works slightly differently from other apps. Understand How Slack and Salesforce Work Together In this detailed tutorial, I’ll share how to integrate Slack with Salesforce, the things you need to consider during integration, and the common problems users face while using Salesforce through Slack. Using both of these products together can streamline communication across your key organizational teams and drastically improve customer relationships. Salesforce is among the world’s leading customer relationship management tools, while Slack is one of the most popular workplace communications apps.

Salesforce and slack