Using Momentum in Slack
Momentum integrates deeply with Slack to help you manage deals, track opportunities, and stay connected with your sales workflow. This guide covers all available commands, shortcuts, and interactions.Slash Commands
Slash commands are typed directly in Slack’s message input field./momentum-cheat-sheet
Opens a quick reference modal showing all available emojis, inline updates, and slash commands./momentum-link-connect-channel
Links a Slack Connect channel to a Salesforce opportunity. This is useful when you have external channels with customers or partners that should be associated with a deal./momentum-make-account-room
Converts an existing Slack channel into an Account Room linked to a Salesforce account. Account Rooms centralize all communications related to a specific customer account./momentum-rename-dealroom
Opens a modal to rename an existing dealroom. You can also convert the dealroom to an Account Room from this modal./ask-momentum-channel
Creates a new Ask Momentum channel where you can query deal information and get AI-powered insights./momentum-sfdc-report
Generates a Salesforce report and uploads it as a CSV file directly in Slack./momentum-sfdc-dashboard
Opens a modal to browse and view your Salesforce dashboards directly within Slack.Global Shortcuts
Access global shortcuts by clicking the lightning bolt icon in Slack’s message composer or by using the keyboard shortcutCmd + / (Mac) or Ctrl + / (Windows/Linux).
Configure Integrations
Opens the “Your Integrations” modal where you can manage your connected services:- Salesforce - Connect or disconnect your Salesforce account
- Google Calendar - Link your calendar for meeting sync
- Outreach - Connect your Outreach account for sequence management
Search Knowledge Base
Opens a modal to search Momentum’s knowledge base filtered by opportunity stage. Find relevant content, battle cards, and resources for your deals. Use this when: You need quick access to sales enablement content relevant to a specific deal stage.Emoji Reactions
React to messages with these emojis to trigger Momentum actions. These work in dealrooms and other Momentum-enabled channels.| Emoji | Action |
|---|---|
✅ / 👍 (+1) | Positive reaction captured |
👆 (point_up) | Capture message as deal highlight |
📞 (telephone) | Log as call note |
📁 (file_folder) | Capture file |
App Home
Click on the Momentum app in your Slack sidebar to access the App Home. Here you can:Tabs
- Opportunities - View and manage your pipeline
- Tasks - See and update your tasks
- Calendar - View upcoming meetings (requires Google Calendar integration)
Features
- Filter - Narrow down results by owner, stage, or custom fields
- Sort - Reorder your view by different criteria
- Pagination - Navigate through large lists
Quick Actions
From the App Home, you can:- View opportunities in Salesforce
- Request updates on deals
Dealroom Actions
When inside a dealroom channel, you have access to these actions through message buttons and the channel header:Channel Management
| Action | Description |
|---|---|
| Invite to Dealroom | Add team members to the dealroom |
| Archive Dealroom | Archive the dealroom when a deal is closed |
| Rename Dealroom | Change the dealroom name or convert to Account Room |
Deal Actions
| Action | Description |
|---|---|
| Create Dealroom | Create a new dealroom from an opportunity |
| Manage Opportunity | Update opportunity fields directly in Slack |
| Request Update | Send an update request to the deal owner |
Task & Meeting Actions
| Action | Description |
|---|---|
| Create Task | Create a follow-up task from a meeting |
| Edit Task | Update task status, assignee, due date, or completion |
| AI Email Draft | Generate an AI-powered follow-up email |
| Sync Data Insights | Sync call insights to Salesforce |
| Manage Data Insights | Edit or review captured insights |
| Complete Milestone | Mark deal milestones as achieved |
| Manage Milestones | Update or revert milestone status |
Bot Mentions
Mention the Momentum bot (@Momentum) in any channel to interact with Ask Momentum. You can ask questions about:
- Deal status and history
- Account information
- Pipeline metrics
- Meeting summaries
- And more
Integration Requirements
Some features require specific integrations to be connected:| Feature | Required Integration |
|---|---|
| Opportunity management | Salesforce |
| Dashboard viewing | Salesforce |
| Report generation | Salesforce |
| Calendar view | Google Calendar |
| Sequence selection | Outreach |
Use the Configure Integrations shortcut to connect your accounts and unlock all features.
Tips & Best Practices
Use emoji reactions for quick captures
Use emoji reactions for quick captures
Instead of copying and pasting information, simply react to messages with the appropriate emoji to save them to your deal automatically.
Keep dealrooms focused
Keep dealrooms focused
Create separate dealrooms for each opportunity to keep conversations organized and ensure all context is captured in the right place.
Check App Home daily
Check App Home daily
Make it a habit to review your App Home each morning to see your tasks, upcoming meetings, and pipeline at a glance.
Use /momentum-cheat-sheet
Use /momentum-cheat-sheet
If you forget a command or emoji, the cheat sheet is always one command away.
Troubleshooting
Command not working?
- Check your integrations - Use the Configure Integrations shortcut to ensure your accounts are connected
- Verify permissions - Some commands require specific user permissions in your organization
- Check the channel - Some commands only work in dealrooms or specific channel types