Is Slack Free for Salesforce Customers? What's Included and What Isn't
Is Slack free for Salesforce customers?
Yes. Salesforce customers can now connect a Slack workspace to Salesforce at no extra cost. Salesforce announced the change on April 29, 2026, and every new Salesforce customer has started with a free Slack workspace already connected to their CRM data since May 15, 2026.
The free workspace runs on Slack's free plan, with Salesforce features added on top. Your team can message each other, look up Salesforce records, and get deal alerts without leaving Slack. AI features, automation and unlimited message history need a paid Slack plan, and paid plans are billed only for people who actually use Slack.
How do Salesforce customers get the free Slack workspace?
How you get it depends on whether you're new to Salesforce:
- New Salesforce customers start with a Slack workspace already connected to their Salesforce org.
- Existing Salesforce customers can connect a workspace through Salesforce admin setup. Your Salesforce admin handles this, not each user.
Either way, Salesforce permissions carry over into Slack. Each person sees the same records in Slack that they can already see in Salesforce, and nothing more.
What does the free Slack workspace include?
The free workspace combines Slack's free plan with the Salesforce features Salesforce added for its customers:
- The Salesforce sidebar. Look up records and lists, and get deal alerts, from inside Slack.
- Salesforce channels. A Slack channel tied to a Salesforce record, such as an account or an opportunity, so every conversation about that customer stays in one place.
- Salesforce records in channels. Share a record in a conversation and the key details show up for everyone in it.
- A Slackbot trial. A preview of Slack's AI assistant.
- Slack's free plan basics. Messaging, one-on-one huddles (audio and video calls), 90 days of message history, up to 10 app integrations, and one-on-one messages with people outside your company.
For a sales team that has never used Slack, that's enough to see whether working in Slack beats email and spreadsheets.
What needs a paid Slack plan?
Most of what makes Slack more than a chat app sits on paid plans. Each plan adds to the one before it, based on Slack's pricing page:
- Free: Salesforce records, sidebar and channels, 90 days of message history, one-on-one huddles and a Slackbot trial.
- Pro: unlimited message history, group huddles, Workflow Builder for automation, and AI summaries.
- Business+: Slackbot with Salesforce actions, Slack CRM features for lead and deal tracking and meeting prep, and single sign-on with automatic user setup (SAML and SCIM).
- Enterprise+: enterprise search, data loss prevention and audit logs.
The two biggest jumps come at Pro and Business+.
Pro is where Slack keeps your full message history and adds Workflow Builder, which automates routine steps like approvals and request forms. Many sales cycles run longer than 90 days, so a team on the free plan might lose the early conversations about a deal before it closes.
Business+ is where the AI arrives. Slackbot can work with your Salesforce data from a conversation, and Slack's CRM features let reps track leads and deals and prepare for meetings without opening Salesforce. Business+ also adds single sign-on, which most IT teams will want.
How is Slack billed for Salesforce customers?
Paid Slack plans are priced per user, but Slack only charges for people who actually use it. Under Slack's Fair Billing Policy, a member counts as inactive after 28 days without using Slack, and Slack credits your account for the time they weren't active.
A few details are worth knowing before you budget:
- Credits go toward future Slack bills. They can't be cashed out.
- Credits expire if your company leaves the paid plan.
- When an inactive member starts using Slack again, billing for them starts again.
This matters for a Salesforce rollout because usage is rarely even. A sales team might use Slack all day while finance or operations only check in now and then. If someone stops using Slack for a month, you aren't paying full price for a seat nobody uses.
Slack doesn't replace your Salesforce licences either. Because Slack shows each person only what their Salesforce access allows, someone without a Salesforce login can still message the team in Slack but won't see Salesforce records there.
When should a Salesforce team move to a paid Slack plan?
The free workspace is a good place to start, and teams that use Slack every day may outgrow it. You might be ready for a paid plan if:
- Deal conversations need to stay searchable for longer than 90 days.
- Your team wants group calls instead of one-on-one huddles.
- You want to automate routine steps, like routing a discount approval to a manager.
- You want Slackbot answering questions and working with Salesforce data for your reps.
- IT needs single sign-on before Slack can be rolled out company-wide.
The first three point to Pro. The last two point to Business+ or higher.
Frequently asked questions
Do existing Salesforce customers get free Slack, or only new customers?
Both. New Salesforce customers start with a connected Slack workspace. Existing customers can connect one through Salesforce admin setup.
Does the free Slack workspace include AI?
It includes a Slackbot trial. Full Slackbot, including Slackbot's Salesforce actions, needs a Business+ or Enterprise plan.
Can people see Salesforce records in Slack that they can't see in Salesforce?
No. Salesforce permissions carry over into Slack, so each person sees only the records their Salesforce access allows.
Does the free Slack plan include Workflow Builder?
No. Workflow Builder starts on the Pro plan, according to Slack's pricing page. More advanced automation, like conditional branching and AI workflow steps, starts on Business+.
Can a company start on the free workspace and upgrade later?
Yes. A company can start on the free workspace, see how the team uses it, and move to a paid plan when it needs longer message history, automation or AI.
Get the full guide to Slack and Salesforce
This is the first post in our five-part series on Slack and Salesforce. Our free guide, Slack and Salesforce Integration: Capabilities, AI and Implementation, covers 14 things Slack can do with Salesforce, how security and costs work, and what it takes to roll it out.
Download the free guide, or talk to our team about connecting Slack to your Salesforce.
Sources
- Salesforce, "Slack is the AI work platform for every Salesforce customer, ready on day one": https://www.salesforce.com/news/linked-content/slack-is-the-ai-work-platform-for-every-salesforce-customer-ready-on-day-one/
- Slack, "Pricing and plans": https://slack.com/pricing
- Slack Help Center, "Slack's Fair Billing Policy": https://slack.com/help/articles/218915077-Slacks-Fair-Billing-Policy
- TechRadar, "Every Salesforce user now gets free Slack access": https://www.techradar.com/pro/slack-users-get-more-ai-at-a-more-unified-price-and-every-salesforce-user-now-gets-free-slack-access
Can Slack and Salesforce Replace Your Deal-Tracking Spreadsheet?
*Yes, for most sales teams that already run Salesforce. Once Slack is connected to Salesforce, reps can update deals from the conversation where the deal is being discussed.*
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