Supplemental Slack info for you and your team.Tips and tools for beginners and experts alike.Get familiar with Slack Enterprise Grid for large organizations.If you're curious about what's new in Slack — and what's changed — you're in the right place.Develop your skills and prepare to become Slack Certified!Launching a new team or joining one for the first time?
Our easy-to-read guides help your team work better, together, from day one.Ready to level up? Browse our time-saving tricks and practical tips for
making Slack work for you.All kinds of teams thrive with Slack — take a look at our department-specific guides.
More coming soon!Learn how Slack works, from top to bottom!Want to learn more about setting up your team? Look no further!Welcome to Slack! We're so glad you're here. Let's get started!Adjust your profile and preferences to make Slack work just for you!Simplify your daily work with apps and tools.Tips and tools for beginners and experts alike.
Slack is experiencing some connectivity issues — please stand by. Check
Status
Sales Elevate is an add-on for Slack that integrates with Salesforce Sales Cloud, allowing teams to centralize information and processes right in Slack. With Sales Elevate, you can:
View and update Salesforce opportunities in Slack.
Create custom notifications to simplify administrative tasks and keep you on track towards your goals.
Set up key metrics to gain insight into your individual and team performance.
To get started with Sales Elevate, you’ll need to connect it to Sales Cloud by signing into your Salesforce account.
Click Sales in the sidebar.
Select Connect to Salesforce.
Sign in to Salesforce if you’re not already signed in, then click Allow.
View and update Salesforce objects
Sales Elevate allows you to view and update Salesforce opportunities in Slack. When you update opportunities in Slack, they’ll automatically update in Salesforce.
Desktop
Mobile
Click Sales in the sidebar.
Select View Opportunities in the top right.
Choose an opportunity list or search for a list in the drop-down menu.
Select an opportunity, then update the fields of your choice.
From the Home tab, tap Sales.
Tap Opportunities.
Choose a suggested opportunity list, or search for a list by tapping the magnifying glass in the top right.
Tap on a field to update it, or click the three dots icon in the top right for more options.
Create and manage notifications
Use notifications to create actionable reminders to update opportunities, stay informed on important deals, and more. Notifications will appear under Sales notifications in Slack.
Create a notification
Delete a notification
Click Sales in the sidebar.
Select Manage notifications.
Click Create notification.
Choose a template, then customize the notification if you’d like.
When you're ready, click Save Notification.
Click Sales in the sidebar.
Click Manage notifications.
Hover over a notification, then click Delete.
Tip: You can also use Workflow Builder to send Sales Elevate notifications by selecting Salesforce to start your workflow and choosing Sales Elevate steps.
Set up key metrics
Use metrics to track your progress towards important sales targets. You can configure up to six metrics to appear in Your insights.
Click Sales in the sidebar.
Under Your insights, click Add metric.
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 your desktop.
Great news! Our Help Center is available in multiple languages. Switch to EnglishBonne nouvelle ! Le centre d'assistance de Slack est désormais disponible dans plusieurs langues. Poursuivre en FrançaisGute Neuigkeiten! Unser Support-Center gibt es jetzt in mehreren Sprachen! Weiter auf DeutschSlack ヘルプセンターが複数言語で閲覧できるようになりました!日本語ページへ切り替え¡Buenas noticias! El centro de ayuda de Slack ya está disponible en varios idiomas. Continúa leyendo en español