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Connect Slack to Salesforce

Automate workflows and sync data between Slack and Salesforce with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Slack & Salesforce?

Intelligent Automation Workflows

Leverage 12 available triggers from Slack to execute 5 targeted actions in Salesforce automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Slack and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Slack and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Slack logo

Slack

Triggers (12)

New Public Message Posted Anywhere

Triggers when a new message is posted to any channel.

app_webhook
New Message Posted to Channel

Triggers when a new message is posted to a specific #channel you choose.

app_webhook
New Direct Message

Triggers when a message was posted in a direct message channel.

app_webhook
New Mention in Channel

Triggers when a username is mentioned.

app_webhook
New Mention in Direct Message

Triggers when a username is mentioned in a direct message channel.

app_webhook
New Reaction

Triggers when a new reaction is added to a message

app_webhook
Channel created

Triggers when a channel is created

app_webhook
New Command in Channel

Triggers when a specific command is sent to the bot (e.g., @bot command arg1 arg2)

app_webhook
New Command in Direct Message

Triggers when a specific command is sent to the bot (e.g., @bot command arg1 arg2) via Direct Message.

app_webhook
New User

Triggers when a new user is created / first joins your org.

app_webhook
New Saved Message

Triggers when you save a message.

app_webhook
New Team Custom Emoji

Triggers when a custom emoji has been added to a team.

app_webhook

Actions (24)

Add Reaction to Message

Add an emoji reaction to a message.

Auth Required
Send Message To A User

Send message to a user

Auth Required
Send Message To A Channel

Send message to a channel

Auth Required
Request Approval from A User

Send approval message to a user and then wait until the message is approved or disapproved

Auth Required
Request Approval in a Channel

Send approval message to a channel and then wait until the message is approved or disapproved

Auth Required
Request Action from A User

Send a message to a user and wait until the user selects an action

Auth Required
Request Action in A Channel

Send a message in a channel and wait until an action is selected

Auth Required
Upload file

Upload file without sharing it to a channel or user

Auth Required
Get File

Return information about a given file ID.

Auth Required
Search messages

Searches for messages matching a query

Auth Required
Find User by Email

Finds a user by matching against their email address.

Auth Required
Find User by Handle

Finds a user by matching against their Slack handle.

Auth Required
Find User by ID

Finds a user by their ID.

Auth Required
Update message

Update an existing message

Auth Required
Create Channel

Creates a new channel.

Auth Required
Update Profile

Update basic profile field such as name or title.

Auth Required
Get channel history

Retrieve all messages from a specific channel ("conversation") between specified timestamps

Auth Required
Set User Status

Sets a user's custom status

Auth Required
Markdown to Slack format

Convert Markdown-formatted text to Slack's pseudo - markdown syntax

Retrieve Thread Messages

Retrieves thread messages by channel and thread timestamp.

Auth Required
Set Channel Topic

Sets the topic on a selected channel.

Auth Required
Get Message by Timestamp

Retrieves a specific message from a channel history using the message's timestamp.

Auth Required
Invite User to Channel

Invites an existing User to an existing channel.

Auth Required
Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Salesforce logo

Salesforce

Triggers (2)

New Record

Triggers when there is new record

polling
New or Updated Record

Triggers when there is new or updated record

polling

Actions (5)

Run Query (Advanced)

Run a salesforce query

Auth Required
Create Object (Advanced)

Create new object

Auth Required
Update Object (Advanced)

Update object by Id

Auth Required
Batch Upsert (Advanced)

Batch upsert a record by external id

Auth Required
Bulk Upsert (Advanced)

Bulk upsert a record by external id

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Slack trigger → Create/Update in Salesforce

Most Popular
SlackSlack

New Public Message Posted Anywhere

SalesforceSalesforce

Run Query (Advanced)

When Salesforce trigger → Update Slack

Bi-directional
SalesforceSalesforce

New Record

SlackSlack

Add Reaction to Message

How It Works

1

Connect Apps

Authenticate your Slack and Salesforce accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Slack and Salesforce with 14 available triggers for instant updates.

Automated Actions

Execute 29 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Slack and Salesforce in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Slack and Salesforce with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Salesforce logoSlack logo

Reverse Integration Available

Also connect Salesforce to Slack for bidirectional automation

View Integration
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All Slack Integrations

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All Salesforce Integrations

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