Skip to content
Per-pair page

Salesforce + Slack: CRM updates in channels.

Post Salesforce events (new opportunities, won deals, case escalations) to Slack channels with custom formatting. Capture Slack messages as SFDC activity.

Trigger app
Salesforce as the trigger

Workflows fire when something happens in Salesforce.

  • Salesforce has no triggers yet. Use the catalog's universal Webhook trigger as the upstream.
Action app
Slack as the action

Workflows do something in Slack, instantly.

See all 45 actions →
Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

SalesforceSlack

When something happens in Salesforce, do it in Slack.

0 Salesforce triggers wired to 45 Slack actions.

    SlackSalesforce

    Or fire it the other way around.

    13 Slack triggers wired to 13 Salesforce actions downstream.

    See SlackSalesforce
    Popular pairings

    Common Salesforce → Slack workflows.

    Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

    Showing 0 of 0 combinations
    How it works

    Connect Salesforce and Slack in five steps.

    No code, no glue, no half-day setup. Each step is one click.

    1. 1
      Connect
      Authorize Salesforce and Slack

      Open Tiny Command, authorize Salesforce and Slack once each. Both connections are available to every workflow on your account.

    2. 2
      Trigger
      Pick a Salesforce trigger

      Drop the Salesforce → New event trigger onto the canvas. Tiny Command auto-registers the webhook.

      POST /v1/webhooks/salesforce.event
    3. 3
      Transform
      Add a filter or AI step

      Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.

    4. 4
      Action
      Add the Slack action

      Drop the Slack → Raw API Request action below it. Map fields from the Salesforce payload into the Slack inputs.

      slack.api-request
    5. 5
      Publish
      Publish and forget

      Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

    FAQ

    Questions about Salesforce + Slack.

    How do I post a Slack message when a Salesforce Opportunity is won?
    Salesforce Opportunity Updated where StageName = "Closed Won" → Slack Send Message to #wins with deal name, amount, rep, customer + celebratory emoji. Team motivation in real-time.
    Can I DM the deal owner on Salesforce updates?
    Yes. Lookup sf_user_email → slack_user_id. After Salesforce Opportunity Updated, Slack Send DM with stage change details. Faster than waiting for SFDC email.
    How do I capture Slack threads as Salesforce activity?
    Slack Reaction Added (:note:) on a message in #account-discussion → Salesforce Find Contact → Salesforce Create Task with subject = "Slack thread:" + body = thread summary.
    Can I post Salesforce Case escalations to Slack?
    Yes. Salesforce Case Created with priority = "High" → Slack Send Message in #support-alerts with @-mention of on-call. Faster response than SFDC notification.
    How do I avoid Slack noise from busy Salesforce?
    Filter triggers tightly: only specific stages, only High priority cases, only deals > $X. Aggregate via hourly digests for low-priority signal.
    Can Slack slash commands create Salesforce records?
    Yes. Slack /sf-note command → Salesforce Find Contact → Salesforce Create Task with note body. Logs activity from chat to CRM without opening Salesforce.
    Related

    Other apps that pair well with Salesforce.


    Wire Salesforce to Slack in 2 minutes.

    Free tier available. No credit card. No onboarding call.