Up next in 10
Enable Slack Search within Salesforce Agentforce: A Step by Step Guide
Sep 9, 2025
Show More Show Less
View Video Transcript
0:04
Hello everyone. In this video, we are
0:07
going to see how to search
0:10
Slack from Salesforce agent force agent.
0:15
If you have an use case where you wanted
0:17
your sales representatives or service
0:19
representatives
0:21
or your regular Salesforce users to
0:25
search Slack from agent force agent then
0:29
you can make use of this video as a
0:31
reference and then you should be able to
0:33
implement it.
0:36
I have a Slack org. So this is my Slack
0:40
or I have a channel called random. It's
0:42
a public channel. I have put some random
0:46
information in it so that we can search
0:48
it from agent force agent. Let's look at
0:50
the demo first and then we can deep dive
0:53
into the technical aspect of it. So here
0:57
I have uh said that this is the uh steps
1:01
that uh the users should follow for
1:05
contract renewal.
1:07
I'm going to search this information
1:09
from my Salesforce agent force agent.
1:14
So I am in Salesforce. I'm opening agent
1:17
forceh agent. I'm going to select my
1:21
employee agent.
1:24
I'm going to ask please search slack on
1:28
contract renewal. So this is the prompt.
1:30
I'm sending it to my employee agent
1:35
within few seconds
1:38
and within very short span of time it
1:40
quickly searched my slack and then it
1:42
was able to give the information.
1:46
Let's see how to achieve it.
1:50
The first uh step is agent force and
1:54
slack connectivity. I have shared my
1:56
blog post.
1:58
Using uh this blog post you should be
2:01
able to connect agent force agent with
2:05
Slack. It contains few steps. No coding,
2:10
no programming. Everything is point and
2:12
click with just configurations. You
2:15
should be able to achieve agent force
2:18
and slack. You will be creating
2:20
connected app in Salesforce. Uh uh you
2:23
will be installing few uh apps. It
2:25
creates connected app in the agent force
2:28
builder. You will be connecting that uh
2:33
slack u connected app. Once this is
2:36
done, you should be able to see
2:39
the agents.
2:41
You have to activate the agents. You
2:44
have to review the agent and make it
2:46
available in your uh um Slack workspace
2:51
also. So in your slack workspace you
2:53
should be able to activate the agent
2:55
force agents. You should connect your
2:58
Salesforce arcs. Once it is connected
3:01
once you add the slack connected app in
3:03
your agent force agent connections uh
3:05
section you should be able to see that
3:08
in your needs review and then later you
3:10
should be able to see those information.
3:13
Okay. Once this is done,
3:17
the next step what you have to do is you
3:20
have to add general slack standard
3:23
Salesforce topic. So this topic contains
3:26
uh the standard instructions provided by
3:29
Salesforce.
3:31
It also adds several sets of
3:36
standard Slack actions that are
3:39
available from Salesforce.
3:41
All these are developed by Salesforce.
3:43
It is available out of the box. Once you
3:46
add the standard general slack topic,
3:48
the standard actions will be available.
3:51
So here
3:55
it was able to uh send this uh
3:58
information. It was able to search and
4:00
then it was able to display the
4:02
information on the agent force agent.
4:04
Now I can ask the agent force agent to
4:08
send this message
4:12
as a
4:14
direct message to me in Slack
4:18
because once I clear I will lose the
4:20
conversation. I wanted to have this
4:23
information in my Slack. So now if I go
4:26
to my
4:28
Slack I should be able to see it.
4:31
So it sent that information.
4:37
So here it stays even after a month or
4:41
so. If I come to my direct messages, I
4:44
should be able to see this information.
4:48
So using simple point and click, I was
4:51
able to search Slack information right
4:54
from my agent force agent.
4:57
Please check the video description. In
4:59
the video description, I have shared my
5:00
blog post. From the blog post, you
5:03
should be able to get the steps that
5:04
were executed to achieve this use case.
5:10
I hope it was helpful.
5:16
Thank you for watching.
#Internet Software