Imagine having an AI agent that has the full context of your work,
customer needs, and business priorities — right in Slack. With the new employee-facing
experience of Agentforce , this is now a reality. Agents can perform tasks like provide up-to-
date, contextual answers based on conversations and connected data, move tasks forward,
and serve up expertise in the flow of work.
Starting today, you can build specialized, task-specific digital teammates that operate directly
in Slack — where your team is already working. And we are making it even easier to get
started with all-new Slack Employee Agent Templates, coming June 12.
Powered by role permissions and access to your connected Salesforce Data Cloud Library,
conversational Slack history and integrated with the full Salesforce 360, Agentforce
generates relevant and secure responses in real time. They’re always on, always have full
work context, and always ready to help.
Slack is where Agentforce becomes a true digital teammate
You can deploy Agentforce across Salesforce
applications—including Lightning and Mobile— but in Slack, there is the additional benefit of
agents and employees working side-by-side.
Slack’s conversational interface makes it the natural home for Agentforce. Agents operate in
the same channels where teams already work, using the full context of messages, files,
workflows, and shared knowledge to deliver faster, more accurate responses.
With a simple @ mention, employees can bring Agentforce into the flow of work to ask
questions and trigger actions that move work forward for everyone. Agentforce becomes part
of the conversation, helping teams move faster, stay focused, and make better decisions
together.
Collaborate with your digital teammate by @ mentioning Agentforce directly in a Slack
channel or DM.
Build faster with Slack Agent Templates
To make getting started with agents easier, we’re making Slack Employee Agent Templates
available to all Agentforce customers starting June 12. These templates come pre-loaded
in Agent Builder with topics, actions, and workflows, so you can launch your specialized,
employee-facing agents faster. Here’s a sneak peek at what’s coming:
Slack Customer Insights: With this template, you can create an agent that
accesses Salesforce data directly within Slack. The agent can summarize
opportunities, update CRM records, gather insights, and get answers using your
Salesforce Data Library. The agent can create canvases with key details from
Salesforce and Slack, keeping knowledge organized, actionable, and ready to share.
Slack Onboarding:The Slack Onboarding Agent Template turns onboarding into an
interactive Slack experience, helping new hires find answers and connections in real
time. Agents built on this template use your knowledge base and public Slack history
to explain company policies, identify experts, and send introductions on the new
hire’s behalf—so every employee starts with the context, contacts, and confidence to
ramp up fast.
Slack Employee Help: This Agent template is a flexible guide for building any kind of
knowledge-powered support for HR, IT, legal, and sales operations, and more.
Connected to your internal knowledge, this agent answers everyday questions by
reasoning over Slack history, shared documentation, and connected resources and
then packages responses in Slack canvases that are easy to share and refer back to.
Employees get quick, reliable answers right in Slack, which gives the subject-matter
experts time to focus on more strategic work.
Slack Agent Templates are flexible starting points that teams can customize to meet their
specific requirements, incorporate their data, and deploy.
Give Agents the context they need to work like teammates
To be effective, agents need the same context as the rest of your team. That’s why we’re
introducing two powerful capabilities: Slack Enterprise Search and the General Slack Topic.
Whether you’re customizing a Slack Agent Template or building your own, start by assigning
the General Slack Topic and the new Slack Enterprise Search Action to your Agents to equip
them with the right capabilities and context.
Enterprise Search: With Agentforce in Slack, agents can now search across connected
third-party apps — like Google Drive, Microsoft OneDrive, Asana, and more — alongside
Slack messages and files. This real-time search capability gives agents a broader view of
your work, so they can generate more complete, accurate, and context-aware responses
based on the tools your team already uses. With the Slack Enterprise Search Action, your
agent can take action and provide responses to questions and instructions like:
“Search Slack and Google Drive for information on Project Capricorn and organize
into a canvas”
“Where is the OKR presentation?”
“What’s the status of my Asana task?”
Slack context based on user permissions: Assigning the General Slack Topic topic in
Agent Builder gives your agent the ability to operate with the context and permissions of
each user when prompted—drawing from thier access and conversational context to take
relevant, secure action that moves work forward. With this, Agentforce becomes an active
contributor that automates routine tasks and help teams stay focused on high-impact work.
With the General Slack Topic, your agent can respond to questions like:
“Find messages from @LaurenBailey about pricing from last week”
“Create a deal handoff canvas and include a summary of the Acme account”
“Send a DM to the Acme account owner”
And because Agentforce honors user-level permissions, every response is not only relevant
to each employee, but also respects your team’s Salesforce and Slack access controls,
ensuring data stays secure and access is never overextended so you can deploy with
confidence.
With permissioned access to your connected Salesforce Data Library, unstructured
conversational information in Slack, and the context of your connected third-party apps and
tools, Agentforce can reason across your full work context, surfacing exactly what
employees need without switching tools. Slack is the central place where Agentforce truly
understands how your team works.
Scale knowledge and agent adoption with Shareable Prompts
After your agents are launched, encourage adoption with shareable prompts. These allow
you to easily share effective ways to interact with agents. Share prompts via DM or embed
them in a canvas, directing colleagues to the right agent for the task. Shareable prompts are
a simple way to scale knowledge sharing, guide adoption among teammates, and highlight
the value of Agentforce.
Quickly share prompts in Slack.
For example, let’s say your Customer Insights Agent gave you a great response to, “How do
I convert a trial customer to paid?”
With shareable prompts, you can share that question in a channel or embed it in a canvas,
making the solution accessible to the entire team.
Unlock Agentforce for Everyone
Salesforce Admins can now assign users a no-cost Salesforce Identity license and connect
them to corresponding Slack users. This allows any Slack user to work with Agentforce,
gaining valuable user context and permissioned access to data stored in Data Cloud. As a
result, every team across your company, even those without Salesforce licenses, can benefit
from Agentforce in Slack.
Customers are already seeing results
Teams are using Agentforce in Slack to automate repetitive work and unlock more time for
high-value, creative tasks. At reMarkable , a fast-growing paper tablet company, Agentforce
in Slack is helping bridge the gap between manual tasks and real-time team action:
“Agentforce in Slack gave our teams a faster path to support. Whether it’s IT help or internal
know-how, they get what they need without breaking focus. That means more time spent on
high-value, creative work—and less on chasing answers.” — Nico Cormier, CTO of
reMarkable
Ready to build your first digital teammate?
Now, every team can get started working alongside Agentforce. With Agentforce in Slack,
you’re not just adding AI — you’re extending your workforce by adding digital teammates
that are always on 24/7 and, and always have the full context of your business. And now it’s
even easier to get started with new Slack Agent Templates
Join our webinar, “Driving Productivity With Agentforce in Slack”, on June 5 at 10 a.m. PT to
learn how you can quickly build digital teammates with Slack Agent Templates, or contact
Sales to get access to Agentforce today.