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Slack Integrations
Slackbot in Salesforce

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Slackbot in Salesforce

Slackbot is a personal agent for work that's built into both Slack and Salesforce. Set up Slackbot for your org, and then work with it wherever you are in Salesforce to search, summarize, and take action across Slack and Salesforce.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Starter, Pro Suite, Professional, Enterprise, Unlimited, and Developer Editions for Slack customers on a Slack Enterprise plan
Available in: Enterprise and Unlimited Editions for Slack customers on all other plans, due to Digital Wallet requirements. Slack customers on Business+ can use this feature with any Salesforce edition if usage stays within 15 messages per person per week.

All the Slackbot features that are available in Slack, such as web search, skills, and tasks, work in Salesforce, too. Because Slackbot has the same context and access to information that you do, it can search, summarize, and take action across both systems from wherever you work. Get caught up quickly, plan next steps for a customer deal, and find key information fast.

  • Flex Credits Billable Usage Types for Slackbot
    Usage of certain Slackbot features impacts Flex Credits consumption when Slack is connected to a Salesforce org that has Flex Credits. To monitor usage, access your org’s Digital Wallet.
  • Billing Considerations for Slackbot
    Slackbot uses native Slack and Salesforce tools to complete tasks, and Slackbot can use Standard and Advanced Actions to do things like research, build reports, or generate content. Use of Slackbot Standard Actions or Advanced Actions impacts the consumption of credits in these usage types.
 
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