Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce Education
Create Donor Meeting Notes and Follow-Up Tasks in Slack

You are here:

  1. Salesforce Help
  2. Docs
  3. Education Cloud

Create Donor Meeting Notes and Follow-Up Tasks in Slack

Create donor meeting notes and follow-up tasks within Slack after you integrate the Donor Engagement Agent.

Before you start, create a Donor Engagement agent in Agentforce.

  1. Connect Salesforce and Slack.
  2. Sign your Slack user into Salesforce from Slack.
    1. Log in to your Slack workspace.
    2. From the sidebar, click Sign in to your Salesforce.
    3. Click Continue.
    4. Click Continue to Salesforce.
    5. Enter your admin login credentials.
    6. Click Login and then click Allow.
  3. Install the Slack connected app.
  4. Add the Donor Engagement agent to Slack.
 
Loading
Salesforce Help | Article