Deploy Agentforce Service Agent to Slack Workspace in Salesforce : Shubham
by: Shubham
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### Summary of Content The article discusses the deployment of the Agentforce Service Agent, an AI assistant within Salesforce, to a Slack workspace. This integration aims to streamline communication for sales and support teams who frequently switch between Slack and Salesforce to access order and customer information. By deploying the Agentforce Service Agent directly in Slack, users can quickly get answers and perform tasks without leaving the platform. **Key Details:** - **Role of Agentforce Service Agent:** It helps users find answers, fetch records, and automate tasks within Salesforce. - **Integration with Slack:** The article outlines the steps to connect Salesforce with Slack and deploy the Agentforce Service Agent, allowing users to access Salesforce data directly in Slack. - **Benefits:** Reduces the need to switch between applications, improving efficiency and response times for support teams. ### Additional Context The integration of AI assistants like the Agentforce Service Agent into communication platforms such as Slack is becoming increasingly common in businesses. This trend reflects a broader movement towards enhancing productivity by minimizing the friction caused by switching between different software tools. By leveraging AI, companies can provide faster and more accurate responses to customer inquiries, ultimately improving customer satisfaction. ### Hashtags for SEO #Salesforce #SlackIntegration #AI #Agentforce #CustomerSupport #Productivity #CRM #SalesforceTips #TechIntegration #BusinessEfficiency
I was working as a System Administrator in a company that uses Salesforce CRM to manage their soft-drink orders from distributors and retail shops.
The Agentforce Service Agent is normally deployed on a Community (Experience Cloud) site to help customers solve their questions, get information, and complete tasks quickly.
Our sales and support teams mostly communicate via Slack and often need quick updates on orders, delivery status, and customer details.
So the support users had to switch back and forth between Slack and Salesforce every time they needed information.
To solve this, I decided to deploy an Agentforce Service Agent directly into our Slack workspace. In this article, I will explain the prerequisites and the detailed steps to deploy Agentforce Service Agent to Slack workspace in Salesforce.
What is an Agentforce Service Agent in Salesforce?
An Agentforce Service Agent is an AI assistant created inside Salesforce using Agentforce. It is designed to help users, customers, or employees get quick answers, perform actions, and solve problems without needing to search through Salesforce manually.
This Service Agent can be deployed in different places, such as Experience Cloud (Community), Slack, or Web applications.
Wherever it is deployed, the agent can respond to questions, fetch Salesforce records, update data, guide users through steps, and automate small tasks. This helps reduce workload for support teams and improves response time.
Deploy Agentforce Service Agent to Slack Workspace in Salesforce
In the steps below, I will explain how to deploy the Agentforce Service Agent to your Salesforce Slack workspace.
But before we do that, we need to connect your Salesforce org to the Slack workspace so the two systems can communicate.
In the image below, you can see we have successfully connected the Salesforce org with the Slack workspace.
Again, I created and deployed the Slack Agent to the Slack workspace to help the team get quick answers, access Salesforce data, and perform tasks without switching screens.
I have also deployed the Agentforce Employee Agent from the Salesforce org to the Slack workspace so users can start interacting with it directly in Slack.
Now, let’s understand how to deploy an Agentforce Service agent to Slack. For that, we first need to decide which agent we want to deploy to Slack.
To do that, navigate to the Salesforce org, go to Setup, and then search for Agentforce Agents in Quick Find. Open the agent you want to deploy to Slack.
After that, open the selected AI agent in the Open in Builder option.
Next, navigate to the Connection option to grant this agent access for use or deployment in the Slack workspace.
Click the Add button to add the connection between Slack and Salesforce Agentforce Agent.
As you click the Add button, the Connection Type will be set to API, since it will connect to Slack via the API. Then you need to provide an Integration Name. Here I have provided Slackintegration.
Next, in the Connected App, there is already a connected app that was created right when we installed the Salesforce Platform Connector package. So just search Slack and select it. Then click the Save button.
We are now done on the Salesforce side; we have made this agent available in Slack via this connection. Now let’s go back to Slack.
As you navigate to Slack again, click the user dropdown, then select Tools and Settings, and finally, Organisations settings.
Here you will find the ‘Service Agent for Orders‘ for which we granted access to be used in Slack from the Salesforce org. Click the Review button to deploy this agent to Slack.
As you click the Review button, it says, “Do you want this agent to be available here?” And you can click on Allow.
After that, select the user you want to deploy to, since we added only one user for that. I have selected this, and then click the ” Add To 1 Workspaces button to proceed.
Now we are ready to use the Agantforce Service agent in Slack that we deployed from the Salesforce org.
For that, in the left-hand panel, you will see the Agentforce icon. Click on it. Then, if you have deployed multiple AI agents, select the agent that you want to use.
Here, I have selected ‘Service Agent for Orders‘, which we have deployed to the Slack instance.
Before deploying the Agentforce Service Agent to Slack, if a user wanted to know any order-related information, they had to open the Community site or the Salesforce object where the data was stored.
This meant they were frequently switching between Slack and the site or the Salesforce org just to get basic details.
But now that the Service Agent is deployed to Slack, users no longer need to switch to the Community site or the Salesforce org to get information.
They can type their question directly in Slack, and the agent responds instantly with accurate information, just as on the Community site.
You can see the agent’s response in the image above. The order information it provides comes directly from the Salesforce object. This means the agent is responding accurately with real Salesforce data.
In this way, we can deploy the Agentforce Service Agent to a Slack workspace in Salesforce.
Conclusion
I hope you have got an idea about how to deploy the Agentforce Service Agent to a Slack workspace in Salesforce. In this article, I have explained some prerequisites, including connecting the Salesforce org to the Slack workspace and deploying the Slack agent.
You may like to read:
- Assign Record Summary Prompt Template to AI Agent in Salesforce Agentforce
- Invoke Agentforce Prompt Template From Salesforce Flows
- Transfer Customer Request From AI Agent to Human Agent in Salesforce Agentforce
- Create & Assign Custom Actions to AI Agents in Salesforce Agentforce
The post Deploy Agentforce Service Agent to Slack Workspace in Salesforce appeared first on SalesForce FAQs.
November 25, 2025 at 11:17PM
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The original post is available in SalesForce FAQs by Shubham
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