Your CRM implementation has been running for years. It houses valuable customer data, tracks sales activities, and supports your team's daily operations. But as your firm grows and client expectations evolve, you're noticing gaps: manual processes that don't scale, missed opportunities, inconsistent follow-up, and difficulty measuring marketing's true impact on revenue.
Immediate Action Required:
New Features to Explore:
Available: October 2025 | Plans: All plans with developer access
Transform static content into interactive experiences within Slack. Early adopters report:
Initial Integrations: Google Drive, OneDrive, Asana, PagerDuty, Box, Highspot
Available: Rolling out now | Plans: Business+, Enterprise+ with AI
When team members join via @-mention, Slack AI provides:
Available: Now | Plans: Business+, Enterprise+
Build sophisticated automation without code:
Available: Now | Requires: Salesforce Enterprise/Unlimited + compatible Slack plans
Core Features:
AI-Powered (2025):
Reported Results: 30% productivity increase, faster deal closure
Available: Now | Plans: Business+, Enterprise+ with Salesforce
Automate channel lifecycle tied to Salesforce records:
Available: Now | Plans: Business+, Enterprise+
New trigger options:
Available: Now | Plans: Pro, Business+, Enterprise Grid
Teams can share custom sidebar sections through user groups for collaborative organization.
Available: Now active | Plans: Enterprise with EKM
Profile content review is now mandatory:
Available: Now | Plans: Enterprise
Create allowlists to exempt trusted entities from anomaly triggers:
Available: Now | Plans: Enterprise
Search the org dashboard by:
Available: Now | Plans: Enterprise
Set concurrent org-level and workspace-level retention policies:
Deadline: November 12, 2025 ⚠️
What's Changing:
Legacy files.upload is being replaced with a two-step process:
Migration Steps:
Deadline: November 15 & 24, 2025 ⚠️
Affected Versions:
Action Required: Update all users before November 24, 2025
Effective: April 30, 2026
Slack implements a 2-year retention policy for Audit Logs.
Action Required:
The files.upload API will be retired on November 12, 2025. You must migrate to the new two-step upload process (files.getUploadURLExternal and files.completeUploadExternal) before this date.
Desktop app versions 4.40 and below, and mobile apps version 24.08.40 and below will lose support on November 24, 2025. Browser support ends for Chrome 129, Firefox 130, and Edge 128 and below on the same date.
Install Slack for Salesforce from AppExchange, install Salesforce for Slack from App Directory, connect via OAuth, assign permission sets, configure object-level alerts, and test with a pilot group.
Starting April 30, 2026, Slack will automatically delete audit logs older than 2 years. Export historical data before this date and set up ongoing automated exports.
Yes, Business+ and Enterprise+ plans can now create up to 5 nested branch levels with up to 10 conditions per branch in Workflow Builder.
Work Objects are a new developer feature that transforms static content into interactive, dynamic experiences within Slack. They enable real-time updates, AI integration, and reduce context switching by up to 40%.
The new Slack Channel Related Records object allows automatic channel creation when Salesforce records are created/updated, dynamic user management based on record ownership, and auto-archiving when deals close.
David Cockrum is the founder of Vantage Point and a former COO in the financial services industry. Having navigated complex CRM transformations from both operational and technology perspectives, David brings unique insights into the decision-making, stakeholder management, and execution challenges that financial services firms face during migration.
Ready to begin your CRM migration journey?
Partner with Vantage Point to benefit from proven frameworks, specialized expertise, and a structured approach that de-risks your migration while accelerating time-to-value.