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Slack Integrations
Work with Slackbot in Salesforce

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Work with Slackbot in Salesforce

Navigate your workday with help from Slackbot, your personal agent for work. Anything you can do with Slackbot in your Slack workspace, you can also do with Slackbot wherever you work in Salesforce. Slackbot has the same context and access to information that you do, so answers are relevant and personalized. Start a conversation to prepare for your next meeting, analyze a record, or find almost anything.

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 or Business+ plan (Business+ is limited to 15 messages per person per week in Salesforce editions other than Enterprise or Unlimited)
Available in: Enterprise and Unlimited Editions for Slack customers on all other plans, due to Digital Wallet requirements.
User Permissions Needed
To use Slackbot in Salesforce: Slackbot UI permission

From Salesforce, click Slackbot and ask Slackbot anything. Just like when you chat with Slackbot in Slack, Slackbot in Salesforce can search, summarize, and take action across both systems. Slackbot pulls in messages, files, and records to provide one connected view of your work. For example, if you start a conversation from a Salesforce record, Slackbot combines the information on the record with related Slack channel activity. So if you send Slackbot the prompt, "Summarize recent Slack activity for this account and flag any blockers," Slackbot returns a holistic view of that account, associated recent activity, and any issues.

If you switch from Salesforce to Slack, you can use the history feature to access Slackbot conversations that you started in Salesforce.

Example
Example

You're on an Opportunity record in Salesforce for a renewal that's stalled. Instead of digging through related lists and Slack separately, you ask Slackbot, "What's the latest on this deal? Are there any recent Slack conversations about it, and does the customer have any open cases?"

Slackbot pulls in relevant Slack threads that mention the account, checks for open Cases tied to the record, and gives you a quick digest—so you walk into your next call already caught up, without ever leaving the record.

See Also

 
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