Related Lists Slack Sales Elevate and Salesforce

Hi everyone 👋

Slack and Salesforce are both critical to how we operate day to day, and honestly they’ve been great for collaboration. We were early adopters of the Slack Sales Elevate integration, which is now rolled into Slack Business+ and Enterprise+. Over time, we’ve seen teams naturally shift away from email-heavy workflows and start using Slack as a true collaboration platform — which has been awesome.

One of the biggest wins for us has been being able to pull Salesforce objects directly into Slack and keep opportunity-specific context inline while collaborating. That said, we recently ran into a question around related lists and how they behave inside Slack vs. Salesforce.

Specifically: 

 Some related lists associated with an object (in our case, Quotes) show up in Slack, while others do not — even though they clearly exist on the object layout in Salesforce.

I thought I had a decent grasp on how this was supposed to work, but the screenshots attached show a pretty clear delta between:

• Related lists visible on the Quote object directly in Salesforce
• Related lists rendered inside Slack via Sales Elevate

We’ve already confirmed the obvious:

• Object- and record-level permissions are correct
• The related lists are present on the Salesforce page layout
• This isn’t a case of simply forgetting to add/remove a related list in Salesforce

One challenge we’ve run into with this integration is the lack of deep documentation when troubleshooting edge cases like this. At times it feels a bit like a black box — you configure it, hope it works, and if it doesn’t, there’s not much guidance on why.

So my question to the group:

• Does anyone know what specifically governs which related lists are eligible to appear in Slack?
• Are there object-type, relationship-type (lookup vs. master-detail), or UI API constraints that affect this?
• Is this driven by Lightning Record Pages, classic layouts, or something else entirely?

Any insight, gotchas, or “learned this the hard way” experiences would be hugely appreciated. Thanks in advance 🙏