Work with Slackbot in Salesforce

Start a conversation with Slackbot, your personal agent for work, right from Salesforce. You can use Slackbot to summarize recent activity on a record, analyze your pipeline, and get the answers you need without breaking your flow.

Opening Slackbot in Salesforce and using it to prepare for an upcoming meeting with a customer based on the information in a Salesforce record


How it works

New to Slackbot? Check out How to work with Slackbot for all the details.


Ask Slackbot anything

If you’re viewing a record page in Salesforce, Slackbot will respond using that record as context. You can also ask about anything else, and Slackbot will use relevant information from Salesforce, Slack, and connected data sources or MCP servers to respond. 

  1. From Salesforce, click   Slackbot at the top of the screen. 
  2. Type a prompt or question into the message field and click   Send.

Note: You can create surfaces in Slackbot from Salesforce, but it’s only possible to view them in Slack.

Who can use this feature?