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Slack Help Center Using Slack AI Work with Slackbot in Salesforce 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.
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.
From Salesforce, click Slackbot at the top of the screen.
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?
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