Salesforce + Slack:
Streamline conversations and keep everyone aligned.
Slack isn’t just a messaging app. When integrated with Salesforce, it becomes your central hub for collaboration, updates, approvals, and insights — all in one place.
“Slack transforms the way teams work. When connected to Salesforce, it doesn’t just enable faster communication — it powers faster decision-making.”
Sam Chappell, CTO, Performa IT
Why integrate Slack with Salesforce?
Work happens across emails, meetings, and tools — and information often gets lost in the noise. Integrating Slack with Salesforce keeps everything organised, visible and actionable, right where your team communicates.
With Slack + Salesforce, you can:
- Get Salesforce notifications directly in Slack channels
- Create leads, cases or opportunities from a Slack message
- Share Salesforce records with full context
- Trigger workflows or approvals via Slack
- Collaborate on deals, pipelines, or support tickets in real time
- Cut meeting time with Slack Clips and async updates
Salesforce + Slack
“They definitely deliver the best value for money in Salesforce implementations.”
Kate Donaghy, Head of Business, Secret Escapes
Transform your workplace culture
Slack supports how modern teams want to work: asynchronously, flexibly, and from anywhere. When connected to Salesforce, it delivers:
- Faster sales cycles
- Reduced response times
- Real-time updates across departments
- Simpler decision-making
- Improved accountability & transparency
- Stronger cross-functional collaboration
Frequently asked questions
What are the main benefits of Slack + Salesforce integration?
It streamlines workflows, improves visibility, and enables your team to collaborate directly around Salesforce data in real-time — no tab switching required.
Do I need a developer to set this up?
Not with Performa. We manage the setup, customisations, and training — making it simple for your team to hit the ground running.
Can Slack send Salesforce alerts automatically?
Yes. We can configure custom alerts for opportunities, support cases, field changes, and more, tailored to your processes.
Can I trigger Salesforce workflows from inside Slack?
Absolutely. Using Slack Actions, you can kick off approvals, updates, or automations directly within Slack.
Is Slack secure for business use?
Yes. Slack offers enterprise-grade security, and our integration approach ensures your data is protected every step of the way
Will this work with Slack Connect or other partners?
Yes. If you collaborate externally, we can help structure Slack channels and integrations to support secure, productive external collaboration.
Do you provide training for our teams?
Of course — from Slack best practices to using integrations effectively, we provide onboarding and training to maximise adoption.
Deep dive into our knowledge hub
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
