Create and manage Salesforce channel configurations

Salesforce channels allow your team to update Salesforce records and centralise conversations about customers directly in Slack. You can create channel configurations to control which record types can be used in Salesforce channels and manage configurations that members of your organisation have already created. 

Don't have Sales Elevate yet? Contact our Sales team to learn more.

Configure Salesforce channels

You’ll need to create a configuration for each record type that your members can use when they create a Salesforce channel. You can configure Salesforce channels to map to any Salesforce record type (except Users). 

Business+ subscription

Enterprise Grid subscription

1. From your desktop, click your workspace name in the sidebar.
   
2. Hover over Tools & settings, then click on Workspace settings.
3. Below Administration in the left sidebar, select   Salesforce organisations. If you don’t see the left sidebar, click on Menu in the top-left corner to find it.
4. Select a Salesforce org.
5. Click on Manage, then select Add channel configuration.
6. Choose an object type from the drop-down menu, then click on Next.
7. Select an option from the drop-down menu below Default channel visibility to choose the default privacy settings for new Salesforce channels.
8. If you’d like, select an option from the drop-down below Default list tab to choose the default record type that displays in the Related record tab.
9. Click on Save.

Salesforce channels are org-wide multi-workspace channels. 

1. From your desktop, click on your organisation name in the sidebar.
   
2. Hover over Tools & settings, then click Organisation settings.
3. Choose   Salesforce, then select Org connections.
4. Select a Salesforce org.
5. Click on Manage, then select Add channel configuration.
6. Choose an object type from the drop-down menu, then click on Next.
7. Select an option from the drop-down menu below Default channel visibility to choose the default privacy settings for new Salesforce channels.
8. If you’d like, select an option from the drop-down below Default list tab to choose the default record type that displays in the Related record tab.
9. Click on Save.

Note: Privacy for Salesforce channels differs from Slack channels in some ways. Learn more about channel visibility by visiting Security for Salesforce channels.

Manage Salesforce channel configurations

You can edit configurations or remove configurations that you no longer need.

Business+ subscription

Enterprise Grid subscription

1. From your desktop, click your workspace name in the sidebar.
   
2. Hover over Tools & settings, then click on Workspace settings.
3. Below Administration in the left sidebar, select   Salesforce organisations. If you don’t see the left sidebar, click on Menu in the top-left corner to find it.
4. Select a Salesforce org.
5. Click the  three dots icon next to a Salesforce channel configuration.
6. Click on Edit configuration or Remove configuration and follow the prompts. 
7. Choose Save or Remove to finish.

1. From your desktop, click on your organisation name in the sidebar.
   
2. Hover over Tools & settings, then click Organisation settings.
3. Choose   Salesforce, then select Org connections.
4. Select a Salesforce org.
5. Click on the  three dots icon next to a Salesforce channel configuration.
6. Click on Edit configuration or Remove configuration.
7. Choose Save or Remove to finish.

Note: Editing or removing a Salesforce channel configuration won’t affect Salesforce channels that have already been created.

Manage Salesforce record preview

When someone shares a Salesforce record in a channel or direct message (DM), a preview will appear containing record details. You can restrict the details that appear in record previews and allow exceptions for certain record object types (such as Account or Opportunity) to override these restrictions. Here are the options:

• Show record details (default)
  Record name, object and record details (such as Stage or Amount) are shown.
• Show name and object only
  No additional fields are shown
  
• Show object only
  Only the record object type is shown

Note: Record previews are visible to all members of the conversation that they appear in, regardless of member permissions in Salesforce. 

Business+ subscription

Enterprise Grid subscription

1. From your desktop, click your workspace name in the sidebar.
   
2. Hover over Tools & settings, then click on Workspace settings.
3. Below Administration in the left sidebar, select   Salesforce organisations. If you don’t see the left sidebar, click on Menu in the top-left corner to find it.
4. Select a Salesforce org.
5. Click on the Settings tab.
6. Under Record unfurl settings, click on Edit.
7. Choose an unfurl setting from the drop-down menu.
8. Below Exceptions, choose which record object types to show record details for, if you like.
9. Click on Save.

1. From your desktop, click on your organisation name in the sidebar.
   
2. Hover over Tools & settings, then click Organisation settings.
3. Choose   Salesforce, then select Org connections.
4. Select a Salesforce org.
5. Click on the Settings tab.
6. Under Record unfurl settings, click on Edit.
7. Choose an unfurl setting from the drop-down menu.
8. Below Exceptions, choose which record object types to show record details for, if you like.
9. Click on Save.

Tip: Edit your page layout in Salesforce to include an Open in Slack button so your members can open a Salesforce channel from its corresponding record.

Who can use this feature?

• Workspace owners, org owners and Salesforce admins
• Available on the Business+ and Enterprise Grid subscriptions with the Slack Sales Elevate add-on