Salesforce channels are Slack channels that bring together CRM data and customer-focused conversations, giving your team a complete, real-time view of each customer in one place.

This introductory video will help admins and end users quickly master the basics of Salesforce channels. Watch now to get started and accelerate your team productivity in Slack.

Download the slide deck presented in this video at: https://slack.com/salesforce-channels-101-deck

Download the Admin Setup Guide at: https://slack.com/salesforce-channels-admin-setup-guide

Have questions? Visit https://slack.com/help to submit a ticket — our team is here to support you.

Chapters:

0:00 Introduction

1:30 What are Salesforce channels?

3:48 Navigating the interface

4:05 Understanding Slack: Terminology & Definitions

5:47 How to get the Salesforce channels feature

6:29 How to check your access to Salesforce channels

8:09 Admin setup required

8:45 How to create a Salesforce channel

10:00 UI walkthrough

13:45 Product demo

20:20 Use cases - for Account channels

22:22 Use cases - for Opportunity channels

25:07 Best practices & FAQ

25:19 When should I create a Salesforce channel?

25:56 When to use an Account channel vs. an Opportunity channel?

26:19 FAQ 1: Can I customize my overview tab?

27:01 FAQ 2: How do I prioritize my Salesforce channels?

27:18 FAQ 3: How can I reduce noise in Salesforce channels?

27:33 FAQ 4: Can I turn an existing account channel into a Salesforce channel?

27:58 FAQ 5: Who can access a Salesforce channel?

28:24 Your next steps

LEARN MORE: https://www.slack.com

SUBSCRIBE: https://bit.ly/SlackSubscribe

CONNECT WITH SLACK:
Visit Slack’s WEBSITE: https://slack.com/
Like Slack on FACEBOOK: https://www.facebook.com/slackhq
Follow Slack on TWITTER: https://twitter.com/slackhq
Follow Slack on LINKEDIN: https://www.linkedin.com/company/tiny-spec-inc/