Salesforce Agentforce Agent in Slack
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Feb 12, 2025
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0:05
hello everyone in this video we are
0:08
going to see Salesforce agent force
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agent in
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slack if you are using slack as your
0:16
Enterprise messaging and then if you
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want to integrate Salesforce agent force
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then you have to complete all the steps
0:24
that are shared in this article I will
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share this in the video description you
0:29
should be able to get my blog post from
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blog post you should be able to get the
0:33
link to this let's see the steps in high
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level the first step is we have to
0:40
create agent force service agent in your
0:42
Salesforce orc so we have to go to
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Salesforce setup we have to create
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Salesforce agent and then you should
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activate it the next step is in this
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link you will get slack platform
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connector to Salesforce package you have
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to install this
1:00
in your Salesforce or so in this article
1:03
you will get the installation link from
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that you should be able to install the
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package next you should be a workspace
1:13
uh admin in your slack so that you can
1:16
access manage Salesforce organizations
1:20
once you go there you should uh uh be
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able to add your Salesforce or to the
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slack and then you will be able to
1:31
authorize it the next step
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is you should
1:36
be linking your Salesforce agent force
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agent with slack in order to do that in
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the SL in the Salesforce slack agent
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force
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agent you will be able to add the
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connection using API as the connection
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type in the integration name you can
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give any name in the Connected app you
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have to select the slack Connected app
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this Connected app will be available as
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part of the installation which we have
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done in Step number
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two once this is
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done quit your slack app reopen it it
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will ask for authentication complete the
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authentication next you will be able
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to see that you can manage your agent
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force agent
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if you go to your slack app you will be
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able to see the
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agents I have added some troubleshooting
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steps I will try to keep this updated if
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I run into any issues so that it will be
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helpful for
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you in this
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demo I have two Salesforce
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Orcs I have added uh
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slack to this uh service S I have
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installed the
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package and this is
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my service
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agent I have added the slack Connected
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app in the
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connections so now my service FAQ agent
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is linked to slack all good same thing I
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have done it for another org which is my
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sales or I have installed the managed
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package
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here I'm making use of a agent called
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sales FAQ agent in the connection I have
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added the slack app so you have to click
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add you have to select API you have to
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search for slack so that you will be
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able to select the Connected
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app uh which was installed as part of
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the package
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installation okay now everything is set
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um I was able to add uh my users to
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the Salesforce org and as well as to the
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slack
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workspace um so if I go here if I select
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uh manage Salesforce organizations I
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should be able to see two Orcs one is
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sales or and the other one is service or
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in the agent force I initially it will
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list all the available agents here you
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have to click review agent so so that it
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will be installed in your slack
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workspace so I have installed two agent
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force Agents from two different
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Salesforce
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HS okay now this setup is also
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done I am making use of answer with
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Knowledge Questions standard action so
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let's test
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that so for example this is my
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sales or so I have to go open agent
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force I have to go to sales fq
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agent and then I
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can ask this let's test
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this so now slack is uh connecting to my
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agent force agent sales FAQ agent in my
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agent I have configured
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uh answer question with knowledge
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standard action so this will go fch the
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knowledge and then it should display
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it so if you want to have
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multiple agent force Agents from
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multiple Salesforce or in one place then
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you can integrate easily
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with Slack
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as I told earlier please check the video
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description in the video description I
6:06
have shared my blog post you can use my
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blog post as a reference and then you
6:10
should be able to do this
6:17
integration I hope it was
6:23
helpful thank you for watching
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