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Connect Slack to Salesforce
Technical Integration Guide & Cost Analysis
Integration Status
Slack offers a native integration with Salesforce. For most standard use cases (basic contact sync, simple order transfer), this built-in connection is sufficient and free.
Data Flow Architecture
Slack Salesforce Integration Overview
Connect Slack to Salesforce and automate customer data sync, eliminating manual entry and improving sales productivity.
Primary Use Case
Sync customer interactions from Slack to Salesforce for unified customer view and automated sales follow-up.
medium
30 minutes
Frequently Asked Questions
How do I connect Slack to Salesforce? ▼
There's no native integration. To connect them, you will need a middleware tool like Make or n8n.
Is the connection between Slack and Salesforce secure? ▼
Yes. This integration typically uses OAuth 2.0, meaning you grant permission via a secure login window. You do not need to share your raw password, and you can revoke access at any time from your Slack security settings.
Is the sync one-way or two-way? ▼
This is typically a one-way sync: Slack → Salesforce. Changes in Salesforce do not sync back to Slack.
Will existing data in Slack sync to Salesforce? ▼
Usually, no. Most native integrations are "forward-looking," meaning they only sync data created or updated *after* you activate the connection. To move historical data, you will likely need to perform a one-time CSV export/import manually.
Can I sync custom fields? ▼
Native integration is limited to standard fields. For custom field mapping, use an automation tool.
Can I add approval steps before syncing? ▼
Native integrations can't do this. For workflows that need human review (e.g., "Manager must approve before creating invoice"), use Relay.app.