Extras
Supplemental Slack info for you and your team.
Slack Guides
Tips and tools for beginners and experts alike.
Slack Enterprise Grid
Get familiar with Slack Enterprise Grid for large organizations.
Changelog
If you're curious about what's new in Slack — and what's changed — you're in the right place.
Slack Certification
Develop your skills and prepare to become Slack Certified!
Getting Started
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.
Getting More Out of Slack
Ready to level up? Browse our time-saving tricks and practical tips for
making Slack work for you.
Department Playbooks
All kinds of teams thrive with Slack — take a look at our department-specific guides.
More coming soon!
Using Slack
Learn how Slack works, from top to bottom!
Workspace Administration
Want to learn more about setting up your team? Look no further!
Getting Started
Welcome to Slack! We're so glad you're here. Let's get started!
Your Profile and Preferences
Adjust your profile and preferences to make Slack work just for you!
Add Tools to Your Workspace
Simplify your daily work with apps and tools.
Tips, tricks, & More
Tips and tools for beginners and experts alike.
Next
Previous
Next Video
Previous Video
Actions, activity, access logs, accessibility, add, add an app, add-in, add-on, Add members, add on, Add to Slack, administrators, all passwords, analytics, android, announcement, announcements, App Directory, app icon, Apple Watch, approving apps, archive, Asana, Atlassian, Automation apps, badge, billing details, billing, Bitbucket, bot user, box, browse, Calendar, calls, Calls !pobeta!pc, cancel, changes, channels, channel instantly, channel management, channel notification, channel suggestions, claim domains, close, company culture, compliance exports, compose, computers, conversations, convert, connect, connected accounts, connection, connecting, copy messages, create, customization, customize, custom SAML, custom, customer support teams, dark mode, data exports, data security, deactivate, default channels, delete, deletion, deploy slack, desktop, direct messages, directory, disable, discover and join, Discovery APIs, display name, DMs, Do Not Disturb, domain, domains, downgrade, dropbox, duplicate accounts, edit, editing, education, email address, email, emoji, emoticons, Enterprise Grid, Enterprise Key Management, Enterprise Mobility Management, executives, export, failed payments, Fair Billing, faqs, features, finding, format, formatting, framework for apps, free trials, general, getting started, giphy, github integration, github organization, github, glossary, Gmail add-on, google apps, google calendar, google drive, guests, highlights, hipchat, human resources, IFTTT, import, Incoming WebHooks, integrations, ios, invite, invited, IT teams, JIRA, join, Keep up, keyboard layout, keyboard shortcuts, Keychain Access, keyword notifications, language, languages, leave, link previews, loading, limits, links, linux, mac, manage a workspace, manage apps, manage members, marketing, mention, merge, message actions, messages are displayed, message display, microsoft products, mobile, mobile push, move channels, moving workspaces, multiple, mute, name, names, noise, nonprofits, notify, OneDrive, onboard, Outlook Calendar, owners, password, payment, payments, pending, permissions, phones, pin, plan, plans, plus plan, polls, posts, privacy policies, prioritize tasks, private, private channel, private notes and files, project management, public channel, purpose, quick start guide, Quick Switcher, quote, reactivate, read, recruitment, referrer information, reminder, remove, rename, retention, Request a new workspace, role, roles, RSS, sales, Salesforce, SAML, SCIM, SCIM provisioning, screen reader, search, send, session duration, share messages, share, shared channel, shared channels, sidebar, sign in, sign out, signup mode, single sign-on, Slack Day, Slack for Teams, Slack notifications, Save notes and files, Service Level Agreements, ServiceNow, sign up, slack status, slackbot, slash commands, snippet, snooze, software developers, star, statistics, Stride, sync, tablets, tax, threads, time zone, tips, to-do lists, topic, triage channels, Terms of Service, transfer ownership, Transport Layer Security, Trello, troubleshoot, trouble receiving, tour, twitter, two-factor authentication, unread messages, updates, upgrade, upload, users, username, user groups, URL, vacation, Vendor and remittance, video, voice call, voice, what is, what's important, whitelist, whitelisting, windows phone, windows, Workflow Builder, workflows, working in, workspace apps, workspace creation requests, workspace discovery, work hours, workspace's settings, wunderlist, your actions, Zapier, zoom
Slack is experiencing some connectivity issues — please stand by.
Check
Status
使用 Salesforce 频道以在 Slack 中销售
Salesforce 频道是 Slack 频道 的一种类型,与 Salesforce 记录(例如客户或业务机会)对应。借助 Salesforce 频道,你的团队可以在 Slack 中集中处理关于客户的对话、推动交易进程以及更新 Salesforce 记录。
还没有 Sales Elevate? 联系我们的销售 团队了解更多信息。
运作方式
Salesforce 频道名称与其对应的记录名称一致,这意味着它们可以包含空格、大写字母以及其他标准 Slack 频道中不允许使用的字符。
建立或加入 Salesforce 频道后,该频道会添加到侧栏的 Salesforce 频道 分区,但你也可以根据需要将其移动到其他自定义分区 。
你在 Salesforce 频道中的权限与你在相应记录中的权限一致。如果你有权限访问 Salesforce 中的记录,就可以访问相应的 Salesforce 频道;如果你有权限编辑 Salesforce 中的记录,就可以在 Slack 中编辑记录。
注意: 无法邀请外部人员 进入 Salesforce 频道。
Salesforce 频道的组件
Salesforce 频道的功能被整理到各个标签中。以下是你可以在 Salesforce 频道中看到的标签以及它们可以帮助你做的事情。
消息 使用“消息”标签处理与相应记录相关的对话,例如告知团队成员关于重要交易的更新信息或讨论新的业务机会。就像一个标准的 Slack 频道一样,这些对话可以包含与频道成员的讨论、来自应用的消息,或来自Sales Elevate 的通知。 记录详情 “记录详情”标签使用 Salesforce 中的数据为你提供频道所映射的记录的快照。从“记录详情”标签中,你可以了解关于记录的关键详情及其相关的客户,并立即在 Slack 中进行更新 。“记录详情”标签的名称将和与 Salesforce 频道相关联的记录类型一致。例如,与“客户”相关联的 Salesforce 频道将拥有客户详情 标签。 摘要 (可与 Slack AI 附加功能 一起使用) 使用“摘要”标签可以快速熟悉与相应记录相关联的所有 Salesforce 频道中的对话摘要,这些摘要均由 Slack AI 生成 。单击摘要旁边的 更多详情图标 即可查看其来源并跳转至 Slack 中的对话。 相关记录 如果管理员在配置 Salesforce 频道时为默认列表标签 选择了记录类型,该记录类型将会显示在相关的记录标签中。如果你有权限更新记录类型,你在 Slack 中所进行的任何更改都将反映在 Salesforce 中。
注意: 你的工作区或 Enterprise Grid 组织中未被分配 Slack Sales Elevate 访问权限的成员将只能看到 Salesforce 频道中的消息标签。
建立 Salesforce 频道
你可以从 Slack Sales Elevate 中出现的任何记录建立新的 Salesforce 频道:
在桌面版中,单击侧栏中的 销售 。
选择侧边栏中的 Salesforce 列表 。
选择一个记录列表,或在下拉菜单中搜索列表。
单击记录旁边的 建立 Salesforce 频道 图标。
单击右上角的建立频道 。
注意: 如果已经为记录的父记录 建立了 Salesforce 频道,系统将提示你使用该频道(但如果愿意,你仍然可以建立新频道)。
在 Slack 中更新记录
为了节省在 Slack 和 Salesforce 之间切换的时间,你可以直接从频道更新记录。如果你有在 Salesforce 中编辑记录的权限,则可以在 Slack 中编辑记录。
在桌面版中,打开你想要更新的记录的 Salesforce 频道。
选择 记录详情 标签。
在记录详情 下,更新你有权限编辑的任何字段。
注意: 管理员可以通过配置 Slack 记录布局 选择在记录详情 标签中显示的字段。
Awesome!
Thanks so much for your feedback!
Got it!
Thanks for your feedback.
If you’d like a member of our support team to respond to you, please send a note to feedback@slack.com .
Oops! We're having trouble. Please try again later!