Create and Deploy Slack Agent From Salesforce to Slack : Shubham

November 04, 2025 November 04, 2025

Create and Deploy Slack Agent From Salesforce to Slack
by: Shubham
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### Summary of Content In this article, the focus is on integrating Salesforce with Slack by creating and deploying a Slack Agent through Salesforce Agentforce. The Slack Agent allows users to interact with Salesforce data directly within Slack, streamlining internal communication and task management. **Key Steps:** 1. **Create the Slack Agent:** Use Salesforce Agentforce to create a new Slack Agent named "Slack Employee Help" by navigating through the setup options and defining its details, such as name, description, and role. 2. **Connect to Slack Workspace:** Establish a connection between the Slack Agent and the Slack workspace using an API to ensure secure communication. 3. **Deploy the Agent:** Go to Slack settings to deploy the newly created agent, making it available for users to perform actions like checking open cases or creating new ones without switching to Salesforce. By following these steps, the sales team can enhance productivity by retrieving and managing customer cases directly in Slack. ### Additional Context - **Salesforce and Slack Integration:** This integration is valuable for sales teams as it allows for seamless access to Salesforce data, improving workflow efficiency and reducing the need to switch between platforms. - **Use Cases:** Common commands users might execute include viewing high-priority cases or creating cases for customers directly in Slack. ### Conclusion The article provides a comprehensive guide on how to effectively set up and use a Slack Agent with Salesforce, enhancing communication and operational efficiency within teams. ### Hashtags for SEO #Salesforce #SlackIntegration #Agentforce #SalesforceTips #SlackAgent #BusinessOperations #WorkflowAutomation #SalesTeam #CustomerService #ProductivityTools

In our company, we use Salesforce to manage our business operations. The sales team uses Salesforce to manage customer cases and Slack for internal communication.

When communicating on Slack, if a user wants to retrieve the information from the agent, they must navigate from Slack to the Salesforce org.

By creating and deploying a Slack Agent in Salesforce Agentforce, the team can ask the agent questions, such as “Show open high-priority cases” or “Create a new case for customer John.”

The agent quickly replies in Slack itself without navigating to the Salesforce org. In this article, we will learn about how to create and deploy Slack agent from Salesforce to Slack.

Create and Deploy Slack Agent From Salesforce to Slack

In the steps below, I will explain how to create the Slack Agent in Salesforce Agentforce and then deploy it to the Slack workspace, enabling users to interact with Salesforce data, perform actions, and receive instant answers directly from Slack.

Create a Slack Agent in Salesforce Agentforce

First, let’s create the Slack Agent in Salesforce Agentforce and configure it with the required settings, prompts, and actions before deploying it to Slack.

To create the Slack Employee Help agent, search for Agentforce Agents in Quick Find and click on it. Then click the ‘+ New Agent’ button. Click on it.

After that, you will see the different types of agents available in Agentforce. Here, we need to select ‘Slack Employee Help‘ and then click the Next button.

Salesforce Agentforce home page showing AI Agent setup

Now, you will see that we have some standard Topics provided by Salesforce, and they are already added to the agent we are creating.

If you don’t want to select any topic, you can uncheck the ‘Added’ button so that the topic will not be added to the agent, and then click the ‘Next’ button to proceed.

Creating a new Slack Agent in Salesforce Agentforce

Now, we need to define the agent’s details. I have provided the details in the image below.

Name: Provide the label for the agent, and the API Name will automatically be populated.
Description: Here, you can define what this agent is all about. Will it be deployed on a customer site or a portal site?
Role: Define the role of this agent for the purpose for which you are creating this agent.
Company: Specify the company name.

Then click the Next button to proceed.

Agent Builder screen in Salesforce with Slack Agent details

Now, here, we can select the Data Sources. Currently, we are not making a selection here, and it is also optional to specify. Click the Create button.

Adding prompt instructions for Slack Agent in Salesforce

To use the ‘Slack Employee Help‘, click the Activate button. As you activate the agent, you need to check the issue, and you can also click the Ignore and Activate button.

Setting up actions for Slack Agent in Salesforce Agentforce

Connect Slack Agent with Slack Workspace

Now let’s add the connection for the Slack Agent so that it can communicate securely between Salesforce Agentforce and your Slack workspace, allowing the agent to send and receive messages directly in Slack.

To do this, navigate to the Connection option, where we grant access for this agent to be used or deployed in the Slack workspace.

Click the Add button to add the connection between Slack and Salesforce Agentforce Agent.

Add Connection in Agentforce to Deploy Slack Agent

As you click the Add button, the Connection Type will be set to API, as it will be connected to Slack through the API. Then you need to provide an Integration Name. Here, I have provided Slack Employee Help.

Next, in the Connected App, there is already a connected app that was created right when we installed the Salesforce Platform Connector package. Simply search for Slack and select it. Then click the Save button.

We are now done from the Salesforce side; we have made this agent available to Slack through this connection. Now let’s go back to Slack.

Deploy button highlighted to publish Slack Agent in Salesforce

After doing this, when you navigate back to the Agentforce Agents page, you can see all the created agents.

There, you will find the Slack Employee Help Agent, which is actually the Slack agent you created.

However, after creation, it is displayed as an Agentforce Employee Agent because it is managed inside Salesforce Agentforce.

Slack Employee Help Agent in Salesforce Agentforce

Deploy Slack Agent From Salesforce Org to Slack Workspace

Now let’s deploy the Slack Employee Agent for which we created the connection, so that it becomes available in the Slack workspace and users can start interacting with Salesforce data directly from Slack.

As you navigate to Slack again, click the user dropdown, then select Tools and Settings, and finally, Organization settings.

Connecting Salesforce Agentforce to Slack workspace

Here in the Newwd Review option, you will find the Slack Employee Help agent for which we granted access to be used in Slack from the Salesforce org. Click the Review button to deploy this agent to Slack.

Slack message window showing Salesforce Agent response

As you click the Review button, it says, ‘Do you want this agent to be available here?’ And you can click on Allow.

Testing Slack Agent commands inside Slack chat

After that, select the Workspace for which you want to deploy the agent. I have selected this and then clicked the “Add To 1 Workspaces” button to proceed.

Successful deployment message for Slack Agent in Salesforce Agentforce

Also, as you navigate to the Active Agents section, you will see the Order Agent that we had already deployed to Slack earlier, and this time, we have deployed the Slack Employee Help Agent as well.

Create a Slack Agent in Salesforce Agentforce

Now we are ready to use the Agantforce agent in Slack that we deployed from the Salesforce org.

For that, on the left side panel, you will see the Agentforce icon. Click on it. Then, having deployed multiple AI agents, select the agent you want to use.

Here, I have selected Slack Employee Help, which we have deployed to the Slack instance.

Deploy Slack Agent from Salesforce org in Slack Workspace

In the image below, you can see that the Slack Employee Help Agent is ready to use. From here, users can also give prompts directly to the agent, so they don’t need to switch from Slack to the Salesforce org whenever they have any queries.

Create and Deploy Slack Agent From Salesforce to Slack

In this way, we can create and deploy the Slack agent from Salesforce Agentforce to the Slack workspace.

Conclusion

I hope you have got a clear idea of how to create and deploy a Slack Agent in Salesforce Agentforce. In this article, I explained how to create the Slack Employee Help Agent in Salesforce Agentforce and add the connection to use it in the Slack workspace.

After that, we saw how to deploy the Slack Agent from Salesforce org to the Slack workspace, allowing users to easily interact with Salesforce data and perform actions directly from Slack.

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