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Collaborate directly in Salesforce records using Slack
Feb 27, 2026
Blog Post:
https://www.infallibletechie.com/2026/02/collaborate-directly-in-salesforce-records-using-slack.html
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0:07
Hello everyone. In this video, we are
0:10
going to see how to collaborate on
0:12
Salesforce records
0:14
directly from Salesforce uh application
0:18
or using Slack application.
0:24
If I wanted to collaborate on Salesforce
0:26
record
0:29
um before uh using this uh Slack option,
0:34
we can make use of chatter.
0:38
Once the chatter uh component is added
0:42
on the Salesforce lightning uh record
0:45
page, then the users in the Salesforce
0:48
application can collaborate.
0:51
But let's say
0:54
I'm also using Slack application and
0:57
then I wanted to collaborate directly
0:59
from Slack. In this case, we cannot
1:04
link Salesforce chatter with uh Slack.
1:08
But we can integrate seamlessly
1:11
Salesforce application and the Slack
1:13
application.
1:16
I can collaborate either from Salesforce
1:18
application or from the Slack
1:20
application for that particular record.
1:24
Let's see the steps
1:28
uh to uh to follow so that this
1:31
integration can be configured in your
1:34
Salesforce and as well as in your Slack
1:37
applications.
1:40
The first step is we have to connect
1:43
Salesforce and Slack. In order to do
1:46
that,
1:47
go to admin icon in your Slack
1:51
application
1:53
and select manage Salesforce
1:55
organizations.
1:56
So here select manage Salesforce
2:00
organizations.
2:08
If this is your first uh time
2:11
configuring uh Salesforce uh
2:13
connectivity, you will see get started
2:16
button.
2:18
U click the get started button and then
2:20
you will be able to
2:26
connect your Salesforce application. In
2:28
the in here you have to enter your
2:30
Salesforce my domain URL. If you want to
2:33
map user automatically, you you can
2:35
enable it. If you want to manually allow
2:38
the users to link it, uh then uh you can
2:42
keep this map users map user accounts
2:45
automatically disabled.
2:47
Next, if this map user accounts
2:50
automatically is enabled, then you can
2:52
select which
2:55
field on the user object in Salesforce
2:58
and the Slack should be used so that the
3:01
mapping can happen. Here I'm making use
3:04
of email because email in Salesforce and
3:08
uh email in uh Slack is same in my uh uh
3:14
use case. Next, if you enable this show
3:17
Salesforce connection banner prompt in
3:19
Slack home, the users will get an option
3:23
so that uh they will be able to
3:26
login into Salesforce
3:29
when they are on the Slack application.
3:33
the connectivity between uh Salesforce
3:35
and Slack will be established and then
3:37
they will be able to see
3:40
this particular uh Salesforce section.
3:45
Whenever they start the collaboration,
3:46
they will be able to see all the
3:49
Salesforce related Slack channels in
3:51
this uh Salesforce section and then they
3:54
will be able to collaborate.
3:58
Okay.
4:00
Once you configure this, click request
4:03
connection. Once this is done, as a
4:06
Salesforce uh admin, you have to go to
4:09
manage sales, sorry, manage Slack
4:11
connection in your Salesforce setup.
4:14
Once you go there, you should see an
4:17
approve button. Refer to the terms and
4:21
also including the Slack user terms.
4:24
Enable agree to it and then you should
4:26
be able to approve it.
4:31
So I have already approved it here and
4:34
uh in Salesforce setup we have to go to
4:36
manage Slack connection.
4:41
Next once it is approved from the
4:44
Salesforce
4:46
then you have to go to Slack
4:50
in the Slack you should be able to see
4:53
activate button here. I have already
4:55
activated it so I'm not seeing that
4:56
button again. As of now the connection
4:59
status is connected.
5:02
If the activate button is available, it
5:05
will say ready for activation. The
5:08
connection status will be ready for
5:10
activation.
5:11
Okay. Once the activate button is uh uh
5:15
done, it will link
5:18
um and integrate Salesforce and Slack.
5:21
Once that is done,
5:25
when you quit your uh Slack application
5:28
and reopen
5:30
on the top, you should see
5:34
a sign in link into your Salesforce.
5:37
Click that sign-in link. Login into your
5:40
Salesforce or read the terms and
5:43
conditions. Allow Salesforce and Slack
5:46
uh connectivity.
5:48
Once you click allow access, it will uh
5:51
link your Salesforce account and your uh
5:54
Slack account uh so that you will be
5:57
able to collaborate.
5:59
Once that is done, go to Slack channel
6:02
records,
6:03
Slack channels for records in Salesforce
6:06
setup.
6:07
Once you go there, you will be able to
6:11
again see some terms and conditions.
6:14
um read it uh and then you have to agree
6:19
it. Once that is done, make use of this
6:22
plus add objects. Once you click it, you
6:25
should be able to select multiple
6:27
objects and then you should be able to
6:30
click the add button. H sorry add object
6:33
button. Once that is done, it will list
6:36
the objects that are selected and the
6:39
available lightning record pages.
6:43
You can click uh the case page here
6:47
because I have selected case object.
6:50
Using the edit button,
6:52
you can directly edit the lightning
6:54
record page.
6:57
Add
6:59
slack
7:00
standard component. So this is my
7:04
slack standard component which is added
7:06
on my lightning record page.
7:11
Similarly you can do it for all objects.
7:21
So here you can search for slack.
7:38
Okay. Once the lightning record pages
7:40
are configured, now you can go to a
7:42
record
7:44
and then you can start the
7:45
collaboration.
7:50
I'm sending a message called demo from
7:52
Salesforce. For this particular record,
7:56
the channel is not yet created. So once
7:59
I send a message first it will create a
8:02
channel in Slack and then you will be
8:06
able to see this particular message. So
8:08
if I go to Slack
8:12
I'm able to see a channel is created
8:17
and then I'm able to see the message
8:19
that was sent from the Salesforce
8:20
application. Now I'm going to send a
8:24
message from Slack.
8:32
Now if you go to your Salesforce
8:34
application you should be able to see
8:36
the message.
8:38
This um Slack channels
8:42
are uh very helpful so that we can
8:44
collaborate
8:46
from both Salesforce and Slack
8:48
simultaneously.
8:51
it uh if you wanted to migrate from u
8:55
chatter you can definitely make use of
8:57
uh Salesforce slack so that it will be
9:01
very helpful for the users.
9:13
Please check the video description. In
9:15
the video description I have given my
9:17
blog post. From the blog post, you
9:19
should be able to get all the steps that
9:21
were discussed in this video for your
9:23
reference.
9:31
I hope it was helpful.
9:40
Thank you for watching.
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