Use Sales Home in Slack

Sales Home is a personalised surface that allows you to centralise Salesforce information and processes in your Slack workspace. From Sales Home, you can: 

• View and update Salesforce opportunities.
• Set up key metrics to gain insight into your individual and team performance.
• Create custom notifications to simplify administrative tasks and keep you on track towards your goals.

Note: Sales Home needs to be configured and assigned for you to use it. If you don’t see Sales Home in your sidebar, get in touch with an admin for help.

View and update Salesforce objects

You can view and update Salesforce opportunities in Slack. When you update an opportunity in Slack, it’ll automatically update in Salesforce.

Desktop

Mobile

1. Click   Sales in your sidebar.
2. Select View opportunities in the top right.
3. Select an opportunity list, or search for a list in the drop-down menu.
4. Choose an opportunity, then update any fields that you’d like to.

1. From the Home tab, tap   Sales.
2. Tap Opportunities.
3. Choose a suggested opportunity list, or tap the   magnifying glass in the top right to search for a list. 
4. Tap on a field to update it, or tap the   three dots icon in the top right for more options.

Add key metrics

Use metrics to track your progress towards important sales targets. You can configure up to six metrics to appear in Your insights.

1. From your desktop, click   Sales in the sidebar.
2. Below Your insights, click   Add metric. 
3. Add a Salesforce report link, then choose a metric and a name.

Note: You can view key metrics and notifications from the Slack mobile apps, but they can only be set up from Slack on desktop.

Set up and manage notifications

Use notifications to create reminders for yourself to update opportunities, stay informed about important deals and more. These notifications will appear in the Sales notifications section of Sales Home.

Create a notification

1. From your desktop, click on   Sales in the sidebar.
2. Select Manage notifications.
3. Click Create notification.
4. Choose a template, then customise the notification if you like.
5. Click Save notification. 

Delete a notification

1. From your desktop, click on   Sales in the sidebar.
2. Select Manage notifications.
3. Hover over a notification, then click Delete.

Tip: You can also use Workflow Builder to send Sales Home notifications by starting your workflow with a specific event in Salesforce and adding   Sales steps. 

Feature availability exceptions

On 17th June 2025, we announced changes to the Salesforce features available on our paid subscriptions:

• Customers who purchased the Slack Sales Elevate add-on will continue to have access to all features included with the add-on.
• Customers who did not purchase the add-on will need to switch to the new version of Business+ or upgrade to Enterprise+ in order to access Sales Home.

Who can use this feature?

• All assigned members 
• Business+ and Enterprise+ subscriptions (see exceptions)