View and update Salesforce data in Slack

Spend less time switching between Slack and Salesforce by viewing and updating records right from your workspace. On Business+ and Enterprise plans, you can also view and share customized lists of records to quickly access information that's important for you or your team. 

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.

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.

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

Access list views

List views are collections of Salesforce records, typically organized by record type. On Business+ and Enterprise plans, 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.

Note: Your Slack workspace must be on the new version of Business+ to access list views in Slack. If you’re on Business+ and don’t see list views, reach out to our Support team for help.

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

Who can use this feature?

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