Integration Guide · Comm

Connect Salesforce + Slack

Everything you need to know about integrating Salesforce with Slack in 2026 — including setup steps, sync methods, and automation tips.

Tool A Salesforce
NATIVE
Tool B Slack

Integration Method

Native Integration Available

Great news! Salesforce has a built-in, native integration for Slack. This is the recommended connection method as it offers the most reliable data sync with the lowest maintenance overhead.

Method: Native (Acquired)

Details: Deepest integration in ecosystem. Search, update, and swarm deals from Slack.

Why Connect Salesforce & Slack?

Eliminate Data Silos

Keep Salesforce and Slack in sync so your team always works with accurate, up-to-date information.

Automate Workflows

Reduce manual data entry and let automated triggers handle the handoff between your comm stack.

Better Reporting

Unified data across Salesforce and Slack means clearer insights and faster decision-making.

How to Set Up the Integration

  1. 1

    Open Salesforce and navigate to Settings → Integrations or the App Marketplace.

  2. 2

    Search for Slack in the integrations directory and click Install or Connect.

  3. 3

    Authorize the connection by logging into your Slack account via OAuth and granting the requested permissions.

  4. 4

    Configure your sync preferences — select which fields and records to synchronize, then save.

Ready to Get Started?

Try Slack and see how it connects with Salesforce to streamline your workflow.

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Free trial available · No credit card required

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