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Connect Salesforce to Slack

Build an AI agent that works across Salesforce and Slack, on a schedule or when you click Run.

24 source actions
24 target actions
Reverse direction supported

Why Connect Salesforce & Slack?

Read what you need from Salesforce

Your agent uses Salesforce's documented actions to pull the records it needs, each time it runs.

Run a Slack action

Then it uses one of 24 documented actions, such as Send Message to Channel, Add Emoji Reaction, Add Reaction.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Slack logo

Slack

Triggers (9)

New Channel Created (Instant)

Emit new event when a new channel is created.

webhook
New Interaction Events (Instant)

Emit new events on new Slack interactivity events sourced from Block Kit interactive elements, Slash commands, or Shortcuts.

webhook
New Keyword Mention (Instant)

Emit new event when a specific keyword is mentioned in a channel

webhook
New Message In Channels (Instant)

Emit new event when a new message is posted to one or more channels

webhook
New Private Channel Created

Emit new event when a new private channel is created. See the documentation

polling
New Reaction Added (Instant)

Emit new event when a member has added an emoji reaction to a message

webhook
New Saved Message (Instant)

Emit new event when a message is saved. Note: The endpoint is marked as deprecated, and Slack might shut this off at some point down the line.

webhook
New User Added (Instant)

Emit new event when a new member joins a workspace.

webhook
New User Mention (Instant)

Emit new event when a username or specific keyword is mentioned in a channel

webhook

Actions (24)

Send Message to Channel

Send a message to a public or private channel. See the documentation

Add Emoji Reaction

Add an emoji reaction to a message. See the documentation

Add Reaction

Add an emoji reaction to a message. Accepts a channel ID or channel name (resolved automatically). Use **Get Channel History** or **Search** to find the message timestamp. Emoji name should be without colons (e.g. thumbsup, fire, heart). See the documentation

Approve Workflow

Suspend the workflow until approved by a Slack message. See the documentation

Archive Channel

Archive a channel. See the documentation

Browse Files

List files shared in a channel or across the workspace. Accepts a channel ID or channel name (resolved automatically). Filter by file type (e.g. images, pdfs, snippets). Returns file metadata including name, type, size, and download URL. See the documentation

Build and Send a Block Kit Message

Configure custom blocks and send to a channel, group, or user. See the documentation.

Create a Channel

Create a new channel. See the documentation

Create Reminder

Create a reminder. See the documentation

Delete File

Delete a file. See the documentation

Delete Message

Delete a message. See the documentation

Edit Message

Edit an existing message. Accepts a channel ID or channel name (resolved automatically). Requires the message timestamp (ts) from **Get Channel History** or **Post Message**. You can only edit messages posted by the same token/user. See the documentation

Find Message

Find a Slack message. See the documentation

Find User by Email

Find a user by matching against their email. See the documentation

Find User by ID

Find a user by their ID. Returns user profile information including name, email (requires users:read.email scope), timezone, and status. See the documentation

Get Channel Details

Retrieve details for a Slack channel by selecting it or providing an ID. See the documentation

Get Channel History

Read the recent message history from a specific channel. Accepts a channel ID or channel name (resolved automatically). Use this when you want to see a channel's latest messages — unlike **Search** which finds messages by keyword. Returns messages with text, timestamps (ts), reactions, and user IDs. Message timestamps can be used with **Get Thread Replies**, **Edit Message**, and **Add Reaction**. See the documentation

Get Current User

Retrieve comprehensive context about the authenticated Slack member, combining auth.test, users.info, users.profile.get, and team.info payloads. Returns the user’s profile (name variants, email, locale, timezone, status, admin flags), raw auth test data, and workspace metadata (domain, enterprise info, icons). Ideal when you need to confirm which user token is active, tailor messages to their locale/timezone, or ground an LLM in the member’s role and workspace before executing other Slack actions. See Slack API docs.

Get File

Return information about a file. See the documentation

Get Thread Replies

Retrieve all replies in a message thread. Accepts a channel ID or channel name (resolved automatically). Use **Get Channel History** or **Search** to find the parent message's timestamp (thread_ts). Returns the parent message followed by all replies in chronological order. See the documentation

Get User Details

Retrieve the authenticated user's identity and workspace context. Returns user ID, name, email, timezone, profile, and workspace metadata. Call this first in any session to establish who you are — other tools like **Search** and **List Channels** can then filter by your user ID. See the documentation

Invite User to Channel

Invite a user to an existing channel. See the documentation

Kick User

Remove a user from a conversation. See the documentation

List Channels

Return a list of all channels in a workspace. See the documentation

Integration Features

24 documented Salesforce actions
24 documented Slack actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Slack to Salesforce direction

Capability Examples

Salesforce trigger → Slack action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

SlackSlack

Send Message to Channel

Slack trigger → Salesforce action

Reverse direction
SlackSlack

New Channel Created (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Slack accounts

2

Describe the Job

Say what to read from Salesforce and what to do in Slack

3

Choose an Action

Select the documented Slack operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Salesforce events yet.

Automated Actions

Use 24 documented Slack actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theSalesforce and Slack actions it needs.

Your Own Accounts

You connect your own Salesforce and Slack accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Slack to Salesforce for bidirectional automation

View Integration
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All Salesforce Integrations

Explore all available Salesforce connections

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All Slack Integrations

Explore all available Slack connections

View All Integrations

Ready to Connect Salesforce & Slack?

Build this agent in Mazaal AI and test it on your ownSalesforce and Slack data.

Start building

Rather not build it yourself? We set up one Salesforce to Slack agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod