Where people and agents work on the record.
Slack is the collaboration layer in Salesforce's platform. Channels can be tied to a record, agents can work in conversations, and updates and approvals can happen without leaving Slack.
Conversation and record, together.
Teams talk in Slack and keep the record in Salesforce. These features bring them together.
- 01Salesforce Channels
- A channel is tied to one record, such as an opportunity, account or case. Teams can view and edit the record there, and the discussion is archived on the record.
- 02Automatic channels
- Flow can create a deal channel automatically when an opportunity changes.
- 03Agents in channels
- Agentforce agents can work directly in channels. Slackbot can connect to other business apps.
- 04Plain-language updates
- A user describes a change, such as moving an opportunity to a new stage, and Slackbot makes the update after the user confirms.
- 05Approvals
- Flow approvals run in Slack with approve and reject buttons.
- 06Workflow Builder
- Slack Workflow Builder can read and write Salesforce records without code.
Controls and connections.
Two views.
Admins decide what Slackbot can change
Human confirmation on every CRM change.
- Admins decide which objects Slackbot may change.
- Every change to the CRM requires confirmation by a person before it saves.
Confirm, then save
The assistant proposes the change, and a person approves it.
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Straight answers.
Can Slack change our CRM data?
Yes, under admin control. Admins choose which objects Slackbot can change, and a person must confirm each change before it saves.
Can approvals happen in Slack?
Yes. Flow approvals can run in Slack with approve and reject buttons.
Is there a no-code option?
Slack Workflow Builder can read and write Salesforce records without code.
Checked against Salesforce's Slack page in November 2026.
Go to one of the five main products.
Each of the five has its own page, and you can visit them in any order. Choose one to go there.
You are currently viewing Slack, a supporting product
- 01SellSales CloudCRM for sales teams, with AI beside the seller.Leads, contacts, accounts and opportunities in one place, with activity captured automatically, forecasts that follow the deals, and agents that research, prepare and monitor.Pipeline and forecastingActivity captureQuotes and approvalsAI and agentsGo to Sales Cloud →
- 02UnifyData 360The data layer people and agents share.Brings data from Salesforce and other systems together, often without copying it, and gives it business meaning so teams and agents can act on it.Zero-copy accessUnified profilesSegments and activationGrounding for agentsGo to Data 360 →
- 03EngageMarketing CloudCampaigns, journeys and agents for marketers.The family of Salesforce marketing products: Marketing Cloud Next, Account Engagement and Marketing Cloud Engagement, built around one customer profile.Marketing Cloud NextSegments and journeysCampaign AgentB2B and B2CGo to Marketing Cloud →
- 04RetainLoyalty ManagementProgrammes, offers and referrals that keep customers.Build and run loyalty programmes with members, points, tiers and vouchers, add personalised offers, and run referral campaigns for consumers or business partners.Points and tiersOffersReferralsPartner programmesGo to Loyalty Management →
- 05ServeService CloudCases, conversations and knowledge, with agents and people together.Customer service on one platform: case management, a console for reps, knowledge, a contact centre and AI agents that answer and hand over.Case managementKnowledgeContact centreAI agentsGo to Service Cloud →
Also on the Salesforce platform
- AgentforceThe platform for building and running AI agents.
- Revenue CloudPricing, quotes, contracts, orders and billing.
- Field ServiceScheduling, dispatch and mobile work for site visits.
- Commerce CloudOnline, in-store and order management on one platform.
- SlackYou are here
- TableauAnalytics on the same data, with conversational answers.
- MuleSoftIntegration and APIs for Salesforce and everything around it.
Talk it through with us.
Tell us what you want Salesforce to do for you, and we will help you work out where to start.
- Your goals and the systems involved
- Which Salesforce products fit, and which can wait
- A sensible first step
Salesforce, Agentforce, Data 360, Slack, Tableau, MuleSoft and other Salesforce product names are trademarks of Salesforce, Inc. Other names are the property of their owners. Screens shown are illustrations with sample data. Product descriptions follow Salesforce's own published material and can change, so check salesforce.com for current details.
Our Talmoor Standard is the name we give to how we handle Salesforce Slack: one accountable partner, from the first meeting to long after go-live.