How to Connect Your Salesforce Account with Slack: 1-Min Guide

How to Connect Your Salesforce Account with Slack

Updated on:

June 5, 2026

By:

Use this interactive demo to learn how to connect Salesforce to your Slack workspace in minutes.

Quick summary

The Salesforce for Slack integration lets teams access and act on Salesforce CRM data directly inside Slack. This step-by-step guide shows how to install and connect the Salesforce for Slack app from the Slack App Directory.

Steps

Click the More icon in the Slack left sidebar and select Automations from the dropdown.
Click on Apps in the navigation menu.
Search for and select Salesforce for Slack from the App Directory.
On the installation page, click Add to Slack and then click Allow to authorize the installation.
Click Connect to log in to your Salesforce account and link it to Slack.
Select your Salesforce account from the list to complete the installation.

📌 Why this matters

Integrating Salesforce with Slack gives revenue teams real-time access to CRM records, deal updates, and account data without leaving their messaging workspace. This Salesforce-Slack connection eliminates context-switching, speeds up pipeline collaboration, and ensures sales reps act on the most current customer data. Teams that connect Salesforce to Slack can close deals faster by surfacing the right information at the right moment, directly inside the channels where decisions are made.

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