#Slack Basics6 discussing

From what I've been seen so far, SlackCRM on Business+ V2 appears to require both the appropriate Slack subscription and compatible Salesforce licensing, but the publicly available documentation on the setup process and limitations seems quite limited.

For anyone planning a deployment, I would recommend verifying:

• Required Slack and Salesforce license types
• Admin permissions and authentication requirements
• Supported integration features on Business+ versus Enterprise Grid
• Sandbox and testing limitations
• Data retention, storage, and email-related constraints

If anyone from Slack or someone who has already implemented SlackCRM in production could share the official documentation or real-world experience, it would be extremely helpful for the community.

The 8-user sandbox limit is definitely challenging for enterprise-level testing. A common approach is to use the sandbox for functional validation and smaller UAT scenarios, while running large-scale integration and performance testing in a dedicated Enterprise Grid test workspace that mirrors production as closely as possible. Automating repetitive test cases and using test accounts can also help maximize the limited sandbox capacity before deployment.

On a different note, if you're customizing Slack display names or team profiles, tools with fontes de letras can be useful for generating styled text for testing different naming conventions and visual formats.

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

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

• 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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Yes, it's possible, but the exact approach depends on how Salesforce and Slack are integrated in your organization. 

If you're using Salesforce records that are linked to Slack channels (for example through Salesforce's Slack integration), a few options exist: 

Salesforce Flow + Slack Action 

Create a Salesforce Flow that triggers when a record is updated. 

Detect when a user is mentioned (e.g., in a custom field, Chatter post, or comment). 

Use the Slack integration action to send a direct message or channel notification to the mentioned user. 

Slack App / Custom Integration 

Build a custom Slack app that listens for Salesforce events. 

When a mention occurs on a record, the app sends a DM or channel alert to the relevant Slack user. 

Salesforce Apex Trigger 

If the mention logic is complex, an Apex trigger can detect mentions and call Slack's API to generate notifications.

Hi @Mark Walmart​ in therms of resources there is not much to be honest:

• since Salesforce acquired Slack you can check https://trailhead.salesforce.com/search/learning?keywords=slack - you will need a free account
• main resource is still 'Slack Certified' platform https://www.slackcertified.com/: I would start with 'Slack Skills Badges' and if you have resource I definitely recommend 'Slack Prep Course' https://www.slackcertified.com/page/slack-certified-admin - it's really great
• I also recommend requesting Enterprise Grid Sandbox with this form https://docs.google.com/forms/d/e/1FAIpQLSe9tIHOq1bZVq5xlzymvPGFbqsv2aLFgg04SOi5KfzKbJYBAA/viewform or by joining 'Slack Developer Program' https://api.slack.com/developer-program - in general each Slack certificate is very Enterprise oriented so in case of Admin cert you will have a big number of questions relating to Enterprise Analytics, Settings, Security etc
• And last but not least joining 'Slack Community Forum', 'Slack Community Workspace' and if possible 'Slack Champion Network' - for the last one you need to work on a paid workspace to join

Gaurav is correct, although you may need some additional help.

• If you are trying to move messages/items contained within a workflow, then yes - just use the included Google Sheets connectors.
• If you want message data from existing messages (or messages posted by users) then you will need to build and install a custom workflow step that reads the message text, then you can use that data in your GSheet step to add to the sheet.