Salesforce Launches ‘Slack CRM’, Ending Tab-Switching Forever 

In what feels like the fulfillment of a promise made five years ago, Salesforce has launched ‘Slack CRM’, with the capabilities of both products available in one tab to minimize context-switching and boost smooth collaboration between teams. 

The company’s CEO and Founder, Marc Benioff, revealed the news in a post on X on March 12, describing the new crossover capabilities as “AI on top, Salesforce underneath”, in one “pane of glass”.

What Is ‘Slack CRM’?

In a video tutorial posted online, viewers are shown a “brand new way” to run CRM – natively inside Slack. It reveals a new command centre in Slack, connected to the user’s calendar, which outlines their day at a glance. 

“Got a customer meeting in an hour? Slackbot can help you create an AI-powered meeting, built from your Salesforce data, Slack conversations, and calendar context. No more scrambling, no more tab-switching, just show up ready,” the Salesforce tutorial explains. 

Users can see every contact, deal, and detail without having to leave conversations, and update records or log events by asking Slackbot – with CRM updates happening during the flow of work, not after the fact, Salesforce says. 

To help support teams, service inboxes can be connected “in minutes” and handle customer issues. Slackbot can draft on-brand, professional email replies, meaning quicker resolutions, happier customers, and less context-switching. 

“With Slack, your conversations, CRM, and Slackbot all work together. Spend less time searching, more time selling, and watch your customer relationships grow,” the Salesforce tutorial concludes. 

The company says that managing customer relationships becomes easier and more intuitive when your CRM lives in Slack, because, instead of having a separate system that you need to log into, customer information lives directly where you already work.

Having a CRM in Slack means you can update deal information, log customer calls, and collaborate with your team by “simply sending a message”, Salesforce says. 

“It’s a new way of working that makes customer relationship management a natural part of your daily flow of work,” the company outlines on the Slack website. 

They add that bringing CRM into Slack simplifies processes, with Slack users able to update CRM data “in the flow of work” and get real-time alerts about customer activity directly in Slack, so important opportunities and urgent requests aren’t missed.

Also, different teams don’t necessarily use Slack and CRM to the same degree – with one team potentially solely using Slack, with another barely touching it, while constantly operating in the CRM. Having the cross-functionality gives both hypothetical teams shared visibility into what the others are doing, along with customer data.

Salesforce channels, revealed in June 2025, are a key component of Slack’s CRM integration. Unlike typical Slack channels, Salesforce channels unify CRM data with teams and conversations in one place, functioning as a dedicated space where professionals working across several different functions can collaborate easily. 

“Salesforce channels are the central hub for CRM collaboration. These specialized channels unify your team’s CRM chat with live customer data around a specific account, opportunity or service case,” the company says.

Final Thoughts: Solidifying Slack as the Way Forward

Examining the entire Salesforce/Slack situation now clearly shows that the CRM giant intends to have Slack at the heart of its future AI operations. 

Salesforce Channels acted as the preliminary step in this wider plan, encouraging users to bring their communication and org processes together all in one place. The updated release of Slackbot earlier this year provided an AI assistant directly within that environment, drawing on CRM knowledge and incentivizing remaining within Slack’s UI. 

Then Adam Evans, Salesforce’s former “Head of Agentforce,” stepped down, making way for former COO of Agentforce, Madhav Thattai, to step up, under the leadership of Joe Inzerillo, the President of Enterprise AI and Technology. Salesforce made it clear then that the scaling effort of Agentforce and Slack as combined technologies was critical to it, and this feels like the natural next step.

With Slack CRM, Salesforce is highlighting two main aspects: the importance of connected communication and workflows, and an increased understanding of the demand for easier-to-implement AI tools. Getting accustomed to Slack feels a lot easier than getting accustomed to Agentforce, and this move goes a long way to bridging that gap. 

It’s perhaps worth pondering what this change will mean exactly for Salesforce in the browser if Slack CRM really takes off.