How to Connect Slack with Salesforce : Shubham

October 31, 2025 October 31, 2025

How to Connect Slack with Salesforce
by: Shubham
blow post content copied from SalesForce FAQs
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### Summary: The article explains how to integrate Slack with Salesforce, allowing users to receive real-time updates and collaborate easily. By connecting these platforms, any crucial changes in Salesforce—like new leads or case updates—will automatically send notifications to a specified Slack channel. This setup helps the sales team respond quickly without having to switch between applications. #### Key Steps to Connect Slack with Salesforce: 1. **Install Slack Connector in Salesforce**: - Go to the Trailhead module and find the section to install the Slack Platform Connector. - Log into Salesforce and select user access options. - Complete the installation and confirm on the Installed Packages page. 2. **Set Up Slack Instance**: - If you don't have a Slack account, create one via Trailhead. - Request a connection to Salesforce through the Slack instance creation. 3. **Integrate Slack with Salesforce**: - After setting up Slack, navigate to the Salesforce setup to get your My Domain URL. - Connect Slack to your Salesforce org by submitting the domain URL and requesting a connection. - Approve the connection request from the Salesforce admin panel. - Finally, activate the connection in Slack to complete the integration. ### Additional Context: Integrating Slack with Salesforce enhances productivity by streamlining communication. This integration is beneficial for sales teams looking to improve response times and collaboration on customer-related tasks. ### Hashtags for SEO: #Salesforce #SlackIntegration #SalesforceTips #BusinessProductivity #CRMIntegration #CollaborationTools #SalesTeam #SlackTips #Trailhead #TechTutorials #SalesforceAdmin

Our sales team uses Salesforce to manage customer information and Slack to communicate with each other. I want our team to receive a Slack message whenever something important happens in Salesforce, such as when a new lead is created or a case is updated.

By connecting Slack with Salesforce, these updates will automatically appear in the Slack channel. This helps the team see changes instantly and take quick action without needing to navigate Salesforce.

In this article, we will learn how to connect Slack with Salesforce. In this, I will explain the steps to install the Slack connector package, which helps connect Slack with a Salesforce org, and create a Slack instance using Trailhead.

Connect Slack with Salesforce Org

Below, I will explain how to install the Slack connector package in the Salesforce org, create a Slack instance using the Trailhead module, and then connect Slack with the Salesforce org.

Install Slack Platform Connector Package in Salesforce Org

First, let’s understand how to install the required Slack connector package in Salesforce so that we can integrate our Salesforce org with Slack.

Navigate to the Trailhead module to install the Slack Platform Connector package in Salesforce.

As you scroll down, you will see the “Install the Slack Platform Connector” section. Here, click the ‘this’ link, which contains the installation link for the connector.

Install Connected Apps in Salesforce Org

Here, you need to select who should have access to the Slack Platform Connector. I selected “All Users”, then checked the acknowledgement checkbox, and finally clicked the Install button.

Install Slack Platform Connector Package in Salesforce Org

Once the installation is finished, click Done to continue.

You will be redirected to the Installed Packages page in your Salesforce org, where you will find the Salesforce Platform Connector package.

Slack Platform Connector in Salesforce Org

In this way, we can install the Slack platform connector package in Salesforce to establish a connection to Slack.

Set Up Slack to Connect with Salesforce

Now, let’s learn how to set up Slack so we can connect it with the Salesforce org. If you already have a Slack account, you can skip this step and move ahead.

Go to the trailhead module to create the Slack instance. As you scroll down, you will see the Request Connection to Salesforce. From there, you can create the Slack instance.

Check the checkboxes and click the Create Slack Playground button.

Next, you will see the Launch button, which will redirect you to the Slack workspace. When creating the Slack instance from Trailhead for hands-on practice, Trailhead already provides some users in the Slack workspace.

Launch the Slack Instance From Trailhead Module

First, click the ‘I Agree’ button to proceed.

This is how we can create a Slack instance using the Trailhead module. Next, we will learn how to connect Slack with the Salesforce org.

Integrate Slack with the Salesforce Org

Next, we will go through the steps to integrate Slack with your Salesforce org, enabling Salesforce users to receive real-time updates, collaborate on records, and take actions directly from Slack.

After clicking the “I Agree” button, you will be directed to the Slack interface. Here, you can see user chats and settings. You can check the users provided by Trailhead for practice, explore channels, and see how messages work.

This will help us prepare Slack to connect easily with your Salesforce org.

Click the user dropdown -> Tools and Settings -> Manage Salesforce Organisations. You will find these options only if you are an admin of Slack.

Manage Salesforce Organizations in Slack

Now, navigate again to the Salesforce org. To connect the Salesforce org with Slack, we need the Salesforce domain.

To access the domain, navigate to Setup -> in Quick Find, search for ‘My Domain‘ -> under Company Settings, you will find My Domain; click on it.

You will see the Current My Domain URL. You need to copy the URl.

Next, as you navigate to Slack, you will see the option Connect Salesforce Org Click on it.

Then, paste the copied Domain URL into the Salesforce Org to Connect field. This tells Slack which Salesforce org it should connect with.

Then click the Request Connection button, which will ensure the request has been sent to Salesforce to connect or integrate Slack with Salesforce.

Send Request Connection from Slack to Salesforce Org

Next, you will see a message indicating that the connection request has been set to the Salesforce org. From the Salesforce org, the admin must approve ot reject this request.

To approve the request connection sent by the Slack admin, you need to navigate to the Salesforce org.

Again, in Quick Find, search for Manage Slack Connection and click on it. You will see the Slack Org ID along with the approval options. To connect the requested Slack workspace with your Salesforce org, check the Agree checkbox and then click the Approve button.

Manage Slack Connections in Salesforce Org

After approving the Slack connection request, you will see the status saying “Waiting for activation by Slack Admin.”

This means that even after Salesforce approves the connection, the Slack admin still needs to activate it to complete the integration.

As you navigate to the Slack workspace again, you need to refresh the page, and you will see the Salesforce org that has approved the Slack connection request.

Then, to activate the connection between Salesforce and Slack, you need to click the View Details button.

Manage and Monitor Salesforce Orgs Connected to Slack

Here, you will see the “Activate” button. Click on it to establish the connection between Slack and your Salesforce organisation.

Activate Slack and Salesforce Connection

Again, click the Activate button to proceed.

Activate the Connection Between Salesforce and Slack

You can then see that the Salesforce org has been successfully connected to Slack.

Also, as you navigate to the Salesforce org in the Manage Slack connection, you will see the Status Connected.

Slack Connection Status in Salesforce Org

This is how you can successfully connect Slack with your Salesforce org.

Conclusion

I hope you have got an idea about how to connect Slack with Salesforce. In this, I have explained the steps to install the Slack platform connector package, which helps connect Slack with a Salesforce org, and create a Slack instance using Trailhead.

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