Slack and Agentforce: Set Up Agent Conversations | Kate Clicks Through It

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.