Getting Started

Step by Step Guide to getting started with Slack

If you are brand new to Slack as a Salesforce Partner, follow the steps below to get started on your journey.


    Partner Pocket Guide

    Partner
    Pocket Guide

    This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn about implementing Slack as a Salesforce Partner.

    Overview

    Feature & Solution Enablement

    Explore curated assets to accelerate your delivery motion and improve implementation success.

    Asset Description Video
    Slackbot – Security for AI Features in SlackHelp Center article on security controls for AI features in Slack.no video
    Slackbot – Slackbot Feature PagePersonal AI agent built natively into Slack. Zero setup required. Grounded in permission-based Slack context; searches Slack, Salesforce, the web, and connected enterprise apps; takes action across records, emails, calendar events, charts, and Skills.Slackbot 3-min Demo
    Slackbot – AI Security WhitepaperCovers AI security and privacy practices in Slack, addressing how Slackbot handles data and permissions.no video
    Slackbot – E-book: 10 Ways Teams Work SmarterE-book highlighting 10 ways teams work smarter with Slackbot and AI features.no video
    Slackbot – Admin ToolkitResource collection for Slack admins to manage and configure Slackbot and AI features.no video
    Slack MCP – Guide to Model Context Protocol in SlackHelp Center guide explaining how MCP works in Slack and how to connect services.no video
    Slack MCP – Developer DocumentationDeveloper docs for building and connecting services to Slackbot via Model Context Protocol.no video
    Slack AI – Overview of Slack AISlack AI surfaces answers, summarizes threads, and recaps what you missed grounded in full context for the individual and the organization.no video
    Slack AI – Guide to AI Features in SlackComprehensive Help Center guide covering all AI features available in Slack.no video
    Slack AI – Overview of Slack AI for DevelopersDeveloper documentation overview for building with Slack AI.no video
    Asset Description Video
    Microsoft Co-Exist – Slack vs. Teams ComparisonSlack as the work OS complementing Microsoft Teams. 76% of Slack's largest enterprise customers are also O365/Teams customers.no video
    Microsoft Co-Exist – Demo: Why Microsoft Customers Love SlackResource showing how Slack complements and integrates with Microsoft 365 tools.no video
    Microsoft Co-Exist – Making the Move from Teams e-BookOverview-level guide to migrating data from Teams to Slackno video
    Migrations – Help Center: Migrate Workspaces to Enterprise GridGuide for moving workspaces from Free, Pro, or Business+ into Enterprise Grid or Enterprise+. Self-serve is primary motion; typically 2–3 weeks. SI partners (Bryd, 21b) available for partner-led migrations.no video
    Migrations – Video: Establishing Intent to MigrateVideo guide for establishing intent to migrate a workspace to Enterprise Grid.Establishing Intent to Migrate
    Migrations – Video: Navigating the Migration PortalVideo walkthrough of the Slack migration portal for workspace migrations to Enterprise Grid.Navigating the Migration Portal
    Salesforce Channels Implementation GuideImplementation guide for Salesforce Channels for admins.no video
    Connect Salesforce and SlackAdmin setup guide for connecting Salesforce and Slack.no video
    Set Up Salesforce ChannelsSalesforce admin setup guide for enabling Salesforce Channels.no video
    Salesforce for SlackSetup and administration guide for the Salesforce for Slack app, which provides unified authentication across Salesforce–Slack integrations. Covers connection setup, permission scopes, user mappings, approvals, multi-org support, record layouts, and URL unfurling.no video
    Slack Record LayoutHow to customize Salesforce record views inside Slack using Slack Record Layouts — field-level personalization and quick actions on records surfaced in Slack.no video
    Slack Enterprise+ Launch GuideA step-by-step guide for anyone new to Slack or setting up a Slack instance for the first time. Covers org design, technical setup, AI features, and change management best practices.no video
    Slack & MS Teams Coexist Implementation GuideGuide on the strategy, use cases, and implementation of Slack alongside Microsoft Teams.no video
    Asset Description Video
    Agents in Slack – Overview of Agents and Agentforce in SlackDeploy autonomous Agentforce agents in Slack to handle tasks, answer questions, and take action across apps within the flow of conversation. Slack is the conversational UI for Agentforce.Bring AI Agents into Slack Demo
    Agents in Slack – Work with Agents and Assistants in SlackHelp Center guide for working with AI agents and assistants in Slack.no video
    Agents in Slack – Agentforce in Slack: Unlock Agentic ProductivityWebinar introducing Agentforce in Slack and agentic productivity.no video
    Agents in Slack – Agentforce in Slack DemoOfficial demo of Agentforce agents running in Slack channels, threads, and DMs.Agentforce in Slack Demo
    Agents in Slack – Agent Creation QuickstartDeveloper quickstart guide for creating agents that run in Slack.no video
    Workflow Builder – Manage Workflow Builder Access and FeaturesAdmin guide for managing Workflow Builder access and feature settings.no video
    Workflow Builder – Guide to Slack Workflow BuilderNo-code automation that end users can build themselves. Workflows connect to third-party apps and can include AI steps, conditional logic, and triggers from external services.Simple Workflow Tutorial
    Slack Templates – Templates LibraryPre-built templates combining channels, canvases, lists, and workflows for specific use cases like Project Management, Employee Onboarding, Marketing Campaigns, and Team Management.no video
    Slack Dev – Developer Docs HomeEntry point for all Slack developer documentation — APIs, SDKs, tools, and building blocks for agents and custom apps.no video
    Slack Dev – Quickstart: Create Your First AppStep-by-step quickstart to get a Slack app running using Bolt. Covers CLI setup, project scaffolding, and first interaction.no video
    Slack Dev – App Settings: Create an App (UI)Guide for creating and configuring a Slack app directly from the App Settings UI, without the CLI.no video
    Slack Dev – Bolt for JavaScript QuickstartQuickstart guide for building a Slack app using Bolt for JavaScript — recommended for JS/Node developers.no video
    Slack Dev – Bolt for Python QuickstartQuickstart guide for building a Slack app using Bolt for Python — recommended for Python developers.no video
    Slack Dev – Workflow Steps / Custom FunctionsGuide to building custom workflow steps with Bolt or the Deno SDK, for use inside Workflow Builder.no video
    Asset Description Video
    SSO / SAML – Set Up SAML Single Sign-OnSAML-based SSO gives members access to Slack through an identity provider (IDP) of their choice (Okta, Entra ID, Google Workspace, Duo, etc.). Required on Enterprise Grid for all full members. Includes JIT provisioning. Step-by-step setup guide.no video
    SCIM – Manage Members with SCIM ProvisioningSCIM enables automated user lifecycle management (create, update, deprovision) via your IDP. Covers SCIM token setup, profile field locking, and deprovisioning flows. SCIM tokens expire every 90 days.no video
    SCIM – Connect IDP Groups to Your Enterprise OrgSync IDP groups (e.g. Entra ID, Okta) to Slack workspaces and channels for automated access control at scale. Supports group-to-channel and group-to-workspace mapping.no video
    SCIM – Slack SCIM API ReferenceDeveloper reference for the Slack SCIM API. Use for building or debugging SCIM integrations with any IDP.no video
    DLP – Slack Data Loss PreventionNative DLP scans messages, text-based files, and canvases in real time for sensitive content (PII, credit cards, SSNs, API tokens, custom regex). Actions on violation: alert, tombstone, block, or route to admin queue. Includes DLP Admin 2.0 with filtering, severity tags, and bulk actions.no video
    DLP – Guide to Slack Discovery APIs (incl. 3rd-party DLP)Covers the Discovery API for compliance export, legal hold, and third-party DLP integrations (Nightfall, Netskope, Proofpoint, Zscaler, Aware, Polymer). Enterprise Grid only.no video
    DLP – Slack Trust CenterPrimary security and compliance reference: SOC 2 Type II, ISO 27001/27017/27018, GDPR, FedRAMP, HIPAA. Starting point for all customer security reviews.no video
    DLP – Slack Security PracticesOverview of Slack security architecture, encryption, and alignment with ISO 27001/27002/27018. Useful for infosec teams and vendor due diligence.no video
    eDiscovery – Create and Manage Legal HoldsNative legal hold preserves all messages and files for a user across every channel and DM, independent of retention policies. Available to Compliance Admins on Enterprise Grid. Critical for litigation readiness.no video
    eDiscovery – Export Your Workspace DataCovers all export types by plan: public channel exports, full org exports (private channels + DMs), and single-user exports. Required for compliance, legal investigations, and offboarding.no video
    eDiscovery – Slack Compliance HubFull index of Slack compliance certifications: SOC 2, SOC 3, ISO 27001/27017/27018/27701, GDPR, FedRAMP Moderate, HIPAA. Share during vendor due diligence or security reviews.no video
    eDiscovery – Salesforce Compliance Portal (Slack)Audit reports, security certifications, and formal compliance documentation for Slack. Share under NDA for SOC 2 Type II, ISO reports, and Security Whitepaper.no video
    Data Retention – Customize Data Retention in SlackConfigure custom message, file, canvas, and list retention policies at org-wide, workspace, and per-channel levels. Includes soft-delete vs. hard-delete options and intersection with legal holds. Grid-level retention requires CE configuration.no video
    Audit Logs – Audit Logs APIProgrammatic access to all audit events on Enterprise Grid: admin actions, user authentication (SSO/MFA), channel changes, file activity, message exports. Designed for SIEM integration (Splunk, etc.). Enterprise Grid only.no video
    Audit Logs – Slack Enterprise Grid Security WhitepaperComprehensive coverage of all Enterprise Grid security and compliance features: SSO, SCIM, DLP, EKM, legal holds, audit logs, mobile security, data exports, compliance certifications, and HIPAA/FedRAMP readiness. Top resource for enterprise security reviews.no video
    Slack Connect – Guide: Work with External OrgsCollaborate with external organizations in shared channels or DMs. Supports up to 250 orgs per channel. Covers invitations, external DMs, and governance controls.no video
    Slack Connect – Data Security in Shared ChannelsCovers data protection in Slack Connect channels: retention policies (each org applies to own members only), DLP enforcement scope, and admin guardrails for external collaboration.no video
    Huddles – Slack Huddles OverviewLightweight, always-on audio and video for spontaneous collaboration. AI-generated notes and transcripts (Enterprise+). Screen sharing. Complement to scheduled meetings.no video
    Slack Lists – OverviewLightweight task and project tracking native to Slack. Capture action items, deadlines, owners, and resources. Grid/kanban views. Pairs with Workflow Builder for PM automation use cases.no video
    Canvases – OverviewPersistent, collaborative docs in Slack channels and DMs. Supports rich content: tables, images, checklists, Salesforce records, Slackbot-generated content. Partial replacement for Confluence/Notion for in-channel documentation.no video
    Admin Analytics – Slack Analytics DashboardGuide to Slack's native analytics dashboardno video
    EKM – Slack Enterprise Key ManagementBring-your-own-key encryption for Slack message and file data. Org controls encryption keys via AWS KMS. Can rotate or revoke access immediately. Required for high-security and regulated industry environments.no video
    Information Barriers – OverviewHard-wall separation between defined user groups within the same Enterprise Grid org. Prevents cross-team search, messaging, and file sharing. Designed for regulated industries (financial services, legal) with Chinese wall requirements.no video
    GovSlack – OverviewEnterprise Slack for U.S. government agencies. FedRAMP Moderate authorized. Supports IL4 (IL5 in progress). Core Slack features with enhanced compliance posture. Note: Slack AI/Slackbot not available in GovSlack.no video
    APIs -- Overview of Slack APIsSlack API information for buildersno video

    Certifications

    Get certified with these Slack Certifications.

    Enablement

    Salesforce Certified Slack Administrator

    NEW: Certified Slack Administrators have the skills to implement, configure, and manage Slack and can recommend policies, settings, and features to enhance team productivity.

    Learn About Exam
    Enablement

    Salesforce Certified Slack Developer

    Certified Slack Developers have deep knowledge of the Slack platform and Slack's APIs. They possess the knowledge, skills, and experience to design and build custom applications within Slack (refresh coming this October)

    Learn About Exam

    Collaboration

    Get involved with these Slack Partner enablement collaboration channels.

    Collaboration

    Partner Blazer Slack Community

    Join the offical Salesforce Slack group on Partner community and join Trailblazers from around the world.

    Visit PartnerBlazer Slack
    Collaboration

    Slack

    Registering for office hours grants access to a Slack channel where you can collaborate on implementation issues and technical questions.

    Sign Up
    Collaboration

    Events

    Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events to expand your expertise as an implementation expert!

    Visit Events Site

    Demo Org Access

    Where do I get access to a Slack Demo / Developer org?


    Roadmap

    Last Updated May, 2026.

     A detailed Roadmap PDF can be found here in the Partner Community.



    Resources

    ResourceDescriptionAdded/Updated
    Release NotesWhat's changed in the latest Slack releases across desktop and mobile.July 2026
    What's NewThe latest Slack feature drop, always up to date with new capabilities.July 2026
    Slack Changelog (API/dev)Developer-facing log of platform, API, and SDK changes.July 2026
    ResourceDescriptionAdded/Updated
    Help CenterSearchable how-to articles covering every part of Slack.July 2026
    Videos & TutorialsShort video walkthroughs and tutorials to get up to speed fast.July 2026
    Slack 101Getting-started basics for members who are new to Slack.July 2026
    Slack Learning (Trailhead)Guided Trailhead learning path to build Slack skills and earn badges.July 2026
    ResourceDescriptionAdded/Updated
    Admin HelpGuidance for managing workspaces, members, and Enterprise orgs.July 2026
    Slack Trust / SecuritySecurity, privacy, and compliance information for Slack.July 2026
    Status PageLive service status and incident history for Slack.July 2026
    ResourceDescriptionAdded/Updated
    Developer DocsOfficial documentation for building on the Slack platform.July 2026
    API HomeReference and tools for the Slack APIs.July 2026
    Slack MarketplaceDiscover apps and integrations that extend Slack.July 2026
    ResourceDescriptionAdded/Updated
    Slack BlogNews, product announcements, and thought leadership from Slack.July 2026
    Customer StoriesReal-world examples of how organizations use Slack.July 2026
    Slack Resources LibraryGuides, e-books, webinars, and templates in one place.July 2026
    Slack PricingPlan tiers and pricing details for Slack.July 2026
    Slack CommunityConnect with other Slack users, events, and local chapters.July 2026