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Custom Salesforce Slack Integrations for Smarter Workflows

Streamline your customer support and sales operations by connecting Salesforce and Slack. Automate tasks, improve response terms, and keep teams aligned in real time. Instantly sync Slack conversations, files, and actions with Salesforce — no more manual updates.

Empower teams with real-time Salesforce data inside Slack. Close deals faster and resolve cases with ease.

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About Fivewalls

It's Time to Connect Salesforce with Slack

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Your teams already live in Slack. Your data lives in Salesforce. But without a seamless connection, information gets lost, updates get delayed, and productivity takes a hit.

With a custom Slack integration with Salesforce, you can turn conversations into actions — convert Slack messages into Salesforce records, automate workflows, and keep teams updated without switching tools.

How It Works:
1. Convert Slack messages into Salesforce records with a single click.
2. Trigger workflows, assign tasks, and update Salesforce records — all within Slack.
3. Receive instant updates when deals progress, cases change, or approvals are needed.

At Fivewalls, we specialize in building tailored integrations that fit your business, not the other way around. For real-time notifications, automated case creation, or a smarter way to manage deals, we design solutions that streamline collaboration and eliminate inefficiencies.

Connect Salesforce with Slack Today
Salesforce Slack Integration

Key Features of Salesforce Slack Integration

Real-Time Data Access

Instantly access Salesforce records, opportunities, and cases directly from Slack. No more switching tabs or digging through dashboards — your data is available where your team works. Teams have immediate access to critical information, which fosters quicker decision-making and collaboration.

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Automated Notifications

Stay on top of key updates. Get real-time alerts in Slack when deals progress, cases change, or approvals are needed so nothing falls through the cracks. This proactive approach minimizes delays and ensures everyone is informed, thanks to improved overall efficiency.

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Seamless Record Sharing

Share Salesforce data in Slack with a single command. Teams can quickly reference leads, cases, and customer interactions without disrupting workflows. This simplifies communication, allows for rapid information exchange, and streamlines collaboration.

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Custom Workflow Automation

Trigger Salesforce actions directly from Slack. Create records, update statuses, and automate approvals with custom workflows tailored to your business needs. This customization allows optimized processes to reduce manual tasks and boost productivity.

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Enhanced Mobile Access

Keep work moving, even on the go. Get Salesforce insights, receive notifications, and take action — all from Slack's mobile app. Get accessibility and responsiveness, allowing teams to stay engaged and productive regardless of location.

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Integration Process

Our Salesforce Slack Integration Process

A one-size-fits-all approach doesn't always work for Slack integration with Salesforce. That's why Fivewalls focuses on custom development — building solutions tailored to your workflows, not installing pre-made tools. Our structured process guarantees your integration is efficient, scalable, and aligned with your business needs. From discovery to deployment, we craft seamless connections that drive productivity.

Discovery & Planning

This is the first step in any successful custom integration project.

Every business has unique workflows, and a generic integration won't always cut it. That's why our process begins with a deep dive into how your teams use Slack and Salesforce. We analyze how conversations flow, where data gets lost, and which manual tasks slow things down.

Our development team works closely with you to map out key use cases — sales teams tracking deals, support teams managing cases, or operations teams automating approvals. We identify pain points and opportunities to streamline collaboration to reach maximum efficiency, accuracy, and scalability.

With a clear plan in place, we set the foundation for a custom-built Slack integration with Salesforce.

Bot Design & Prototyping
Loved by 100+ company and teams

Let's Build Your App with Slack Integrations!

Fivewalls specializes in crafting bespoke Slack integrations with Salesforce, going beyond simple automation to create dynamic, data-driven workspaces. We leverage Salesforce's API and Slack's flexible platform to build solutions that streamline workflows and provide actionable insights directly within your team's communication channels. Imagine real-time customer health updates, predictive lead scoring notifications, and automated case escalations, all accessible instantly in Slack. Our development process includes rigorous testing and deployment, minimizing disruption and maximizing impact. Ready to transform your team's collaborative potential? Let's discuss how a tailored Slack integration with Salesforce can drive efficiency and strategic growth.

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Case Studies

Featured Projects & Case Studies

At Fivewalls, we specialize in crafting custom-made integrations that enhance operational efficiency and team collaboration. Clients who have implemented our solutions have reported significant enhancements in operational efficiency and team collaboration.

Specifically, they have observed streamlined sales processes, accelerated lead response times through real-time notifications, and improved team alignment by facilitating immediate access to critical Salesforce data within the Slack workspace.
Our custom integrations are designed to eliminate data silos, automate routine tasks, and foster a more collaborative and responsive work environment, ultimately driving improved business outcomes.

Learn more
HelpDesk+ for Slack
Fivewalls helped build HelpDesk+ Slack-first support solution powered by Jira—used by enterprise teams like Unity and Skyscanner. This case study breaks down the tech, the challenges, and the results.
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RIOT Games
Designed a custom Q&A Slack app that structured leadership communication, improving engagement and tracking of internal discussions.
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Slack Integration+ for Jira
Slack Integration+ for Jira: From Friction to Flow
Discover how Fivewalls helped build Slack Integration+ for Jira—eliminating context switching and boosting productivity for dev teams worldwide. A case study in seamless communication, clean architecture, and scale.
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FAQ

Frequently Asked Questions

Yes, you can. We connect Salesforce to Slack to allow you to set up real-time notifications for key events, such as deal updates, case escalations, or task completions. These alerts are sent directly to Slack channels or individuals. We can also configure custom notifications based on specific field changes or complex logic so that you receive only the most relevant updates.

Absolutely. We prioritize data security by using secure authentication methods & data encryption and follow top-tier practices for API integrations. Our solutions adhere to Salesforce's security standards and guarantee your data stays protected during every interaction. We also conduct regular security audits and implement role-based access controls to further enhance data protection.

Yes, our Slack integration with Salesforce works flawlessly with both Sales Cloud and Service Cloud. We build the solution to fit your needs to streamline business processes, manage customer service cases, or automate workflows across departments. Additionally, our integrations support custom objects and fields within both clouds for even greater flexibility and customization.

Yes, you can. We implement flexible, scalable solutions that can be updated as your business evolves. If your workflows or requirements change, our team can modify the integration to accommodate new processes. We also offer ongoing support and maintenance packages so your integration remains optimized and aligned with your changing business needs.

Get in Touch with Our Experts

Have questions, or ready to get started with your custom Slack integration with Salesforce? Our team is here to help! We can build complex workflows that trigger actions in Salesforce based on Slack conversations or create custom Slack commands to retrieve and manipulate specific Salesforce data.

If you need more information, a tailored consultation, or guidance on how we can optimize your workflows, we're just a message away. Let's discuss how we can create a solution that fits your business perfectly.