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Turn On Agentforce Sales in Slack
Before you can use Agentforce Sales in Slack, turn it on from its Salesforce Go page.
Required Editions
Available in: Lightning Experience Available in: Sales Cloud Enterprise, Unlimited, Agentforce 1, and Developer editions Requires: Slack Business+ or higher editions |
| User Permissions Needed | |
|---|---|
| To turn on Agentforce Sales in Slack: | Salesforce Admin |
- From the home page, select Settings (gear icon) in the top-right corner.
- Select Salesforce Go.
- Search for and select Agentforce Sales in Slack.
- From the Agentforce Sales in Slack Go page, select Get Started.
- Turn on the Turn on Agentforce Sales in Slack setting.
- To connect your Slack CRM workspace, select Go to Guided Slack Setup.
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Turn on Agentforce for Sales.
To turn on Agentforce for Sales and Pipeline Management, select Go to Agentforce for Sales. Complete the Manage Your Agent configuration, which enables the sales agent to recommend updates to opportunity fields.
- Turn on the Enable Agentforce Sales Connector setting to install the Agentforce Sales MCP server directly into Slack's MCP client.
Slack users now have access to Agentforce Sales in Slack. After you turn on the Agentforce Sales MCP server, it exposes its tools, such as Pipeline Management, to every connected Slack workspace user. Any of those Slack users can call the server and its tools, but each user sees only the data that their existing Salesforce permissions allow.
To turn on Agentforce Sales in Slack within Slackbot, open a chat with Slackbot, select the Apps icon (plug), and then select the platform.agentforce-sales-slackbot MCP server.
For more information, see Use Slackbot to work with other apps from Slack.
