Awesome Admins, join me for my new episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less.
In this episode, we’re walking through how to connect your Agentforce agents to Slack so they can work right inside your users’ communication hub.
As admins, part of our role is meeting users where they work best—and for many teams, that’s Slack. By connecting Agentforce, Salesforce’s suite of assistive and autonomous agents, to Slack, we can deliver answers, automate tasks, and streamline workflows right inside the conversation. This means less context-switching, faster response times, and happier users.
I’ll show you exactly how to add Slack actions and instructions in Agent Builder, activate your agent, connect it to Slack, and deploy it to your workspace so your users can work smarter without leaving their favorite communication hub.
Let’s click through it together.
Ready to do more with Slack and agents? Connect your Slack workspace and Agentforce org, and check out the below resources for more tips and information.
Awesome Admins, join me for my new video series, Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. In this episode, I’ll show […]
Today on the Salesforce Admins Podcast, we talk to Gillian Bruce, Director of Developer Marketing at Slack. Join us as we chat about how to combine Agentforce with Slack and all the cool new things you can do with custom AI agents. You should subscribe for the full episode, but here are a few takeaways […]
What are agent quick actions and why should you care? Starting in Spring ’25*, you can now harness the power of your agent actions right to your record pages with an agent shortcut. This new feature streamlines workflows and improves user efficiency by allowing your users to trigger an agent right from a record page, […]
