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Topics#Slack CommunityKumkum Ajmera の質問
Kumkum Ajmera が「#Slack Community」で質問
6月21日 4:45

Request for End-to-End Setup Details and Prerequisites of SlackCRM feature avaiable in Slack Business+ V2 Edition

Hi Everyone, 

Please share the complete end-to-end details required for the setup of SlackCRM Business plus V2 edition , along with all related prerequisites. This is urgently required from my end, and I would appreciate your prompt support. 

The following details are required:

  • SlackCRM setup process
  • Limitations and constraints of SlackCRM
  • Prerequisites for integrating Salesforce with Slack Business+ V2
  • Limitations related to email and storage
  • Any additional setup dependencies, configurations, licensing, or technical considerations

Please provide all available documentation and relevant details associated with this setup.

Looking forward to your response.

Thanks.  

 

 

 

#Slack Community

1 件の回答
  1. Mia Moore (Slack)
    6月22日 20:54

    Hi there! Great questions, happy to help clarify what's available with the customer management feature in the new version of Slack Business+. 

     

    What is it?

     

    Slack's built-in CRM tools let you build contact records, log customer interactions, and collaborate with your team — all within Slack. Under the hood, it relies on Salesforce Free Edition, which is automatically created when you set up a contact list.  

     

    End-to-end setup process

     

     

    Step 1 — Enable customer management 

    • Click your profile picture → Preferences → Salesforce → Create New Salesforce Org
    • This must be done by a Workspace Owner

    Step 2 — Create your contact list 

    • Import from Gmail, a CSV file, or build from scratch
    • Access via: Home tab → Salesforce section in the sidebar → All Contacts

    Step 3 — Assign access 

    • Go to Admin → Manage Salesforce Organizations → select your org → Users tab → Add users to Salesforce org
    • Up to 100 people can be granted access
    • Permission levels are available via a drop-down menu

    Key capabilities

    • Log customer interactions (calls, emails, meetings) directly from a contact record 
    • Share contacts in DMs or channels 
    • Auto-sync Google Calendar and email events via Einstein Activity Capture 
    • Customize contact fields (add priority, status, and more) 

    Known limitations / constraints 

    • Access is capped at 100 users
    • Runs on Salesforce Free Edition — advanced Salesforce features/configurations beyond what's described in the help article are not part of this offering 

    For the full setup walkthrough, check out the official help article: Manage customer contacts in Slack

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