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Salesforce
Slack
integrationSalesforce node
integrationSlack node

Salesforce and Slack integration

n8n lets you integrate Salesforce with Slack to build powerful workflows. Design automation that extracts, transforms and loads data between your apps and services. You can choose from thousands of ready-made apps or use our universal HTTP connector to sync apps not yet in our library.

Integrate Salesforce and Slack

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Build your own Salesforce and Slack integration

Create custom Salesforce and Slack workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

How to connect Salesforce and Slack

  • Step 1: Add the first step

  • Step 2: Add Salesforce and Slack nodes

  • Step 3: Connect Salesforce and Slack

  • Step 4: Run workflow

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Salesforce supported actions

  • Account
  • Attachment
  • Case
  • Contact
  • Custom Object
  • Document
  • Flow
  • Lead
  • Opportunity
  • Search
  • Task
  • User
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users

Slack supported actions

  • Channel
  • File
  • Message
  • Reaction
  • Star
  • User
  • User Group
Archive
Archives a conversation
Close
Closes a direct message or multi-person direct message
Create
Initiates a public or private channel-based conversation
Get
Get information about a channel
Get Many
Get many channels in a Slack team
History
Get a conversation's history of messages and events
Invite
Invite a user to a channel
Join
Joins an existing conversation
Kick
Removes a user from a channel
Leave
Leaves a conversation
Member
List members of a conversation
Open
Opens or resumes a direct message or multi-person direct message
Rename
Renames a conversation
Replies
Get a thread of messages posted to a channel
Set Purpose
Sets the purpose for a conversation
Set Topic
Sets the topic for a conversation
Unarchive
Unarchives a conversation
Get
Get Many
Get & filters team files
Upload
Create or upload an existing file
Delete
Get Permalink
Search
Send
Update
Add
Adds a reaction to a message
Get
Get the reactions of a message
Remove
Remove a reaction of a message
Add
Add a star to an item
Delete
Delete a star from an item
Get Many
Get many stars of autenticated user
Get
Get information about a user
Get Many
Get a list of many users
Get User's Profile
Get a user's
Get User's Status
Get online status of a user
Update User's Profile
Update a user's profile
Create
Disable
Enable
Get Many
Update

Salesforce and Slack integration details

integrationSalesforce node
Salesforce

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

integrationSlack node
Slack

Slack is a powerful collaboration tool for businesses of all sizes. It brings team communication and collaboration into one place so you can get more work done, whether you belong to a large enterprise or a small business.

Salesforce and Slack integration tutorials

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  • Guide

How to get started with CRM automation (with 3 no-code workflow ideas)

Discover how you can automatically capture insightful information from your sales funnel and save your sales team hours of work every week.

featured image
  • Tutorial

How to easily automate your Salesforce data import

featured image
  • Tips

How to create automated email reminders (using Slack)

Use n8n to set up automated email reminders, weekly messages, tasks, or even document updates from Google Sheets.

Looking to integrate Salesforce and Slack in your company?

Contact Sales

Why use n8n to integrate Salesforce with Slack

Build complex workflows, really fast

Build complex workflows, really fast

Handle branching, merging and iteration easily.
Pause your workflow to wait for external events.

Code when you need it, UI when you don't

Simple debugging

Your data is displayed alongside your settings, making edge cases easy to track down.

Use templates to get started fast

Use 1000+ workflow templates available from our core team and our community.

Reuse your work

Copy and paste, easily import and export workflows.

Implement complex processes faster with n8n

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