View and update Salesforce data in Slack

Spend less time switching between Slack and Salesforce by viewing and updating records directly from your workspace. On Business+ and Enterprise subscriptions, you can also view and share customised lists of records and add dynamic Salesforce data to a canvas.

Note: Your Slack workspace must be on the new version of Business+ to access list views in Slack and add Salesforce data to a canvas. If you’re on Business+ and can’t see these features, get in touch with our Support team.

Find and update a Salesforce record in Slack

Any updates you make to records (like accounts or opportunities) in Slack will be automatically reflected in Salesforce. Your permissions to view or edit a record in Slack match those set in Salesforce.

1. Open the search field at the top of Slack.
2. Type what you’re looking for into the search field, then choose the
     Search in Salesforce option in the search results drop-down menu.
3. You’ll see a list of records that match your search. Select a record to view it in Slack.
4. Update any fields you have permission to edit, then select Save changes.

Tip: If a record has a Salesforce channel associated with it, you can view and update record data, see related conversations and participate in relevant conversions from the channel.

Access list views

List views are collections of Salesforce records, typically organised by record type. On Business+ and Enterprise subscriptions, you can access list views in Slack to view and update multiple records all in one place.

Desktop

Mobile

1. From the   Home tab, find the Salesforce section of your sidebar and select the   Salesforce app.
2. Select the   List views tab.
3. Search for and select a list view.
4. From the list view, choose a record to view it in Slack, or click Share to send it to other people on your team.

1. From the   Home tab, tap the   Salesforce app.
2. Select the   List views tab.
3. Search for and select a list view.
4. From the list view, choose a record to view it in Slack, or tap the
     three dots icon and select Share in Slack to send it to other people on your team.

Tip: Click the   star icon (or the emoji associated with a section) to move a list view to a custom section in your sidebar.

Add Salesforce data to a canvas

On Business+ and Enterprise subscriptions, add Salesforce data to a canvas to ensure that important information in your reports and other documents stays up to date. Any updates that you make to record data anywhere in Slack or Salesforce is automatically reflected in Salesforce data that you add to a canvas.

1. From the Home tab, click Files.
2. Click Canvases in the left sidebar.
3. Search for and select a canvas, or click  New to create one.
4. Click the  plus button, then select   Salesforce data field from the list.
5. Select options for the required fields, then click Insert.

You’ll see Salesforce data in the canvas highlighted with a   Salesforce icon. Click on any Salesforce data to view the record in Slack and update fields (if you have permission).

Note: Admins can choose which fields display when you view a record by configuring a Slack record layout.

Who can use this feature?

• All members with a connection to Salesforce
• Available on all subscriptions