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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 Workspace for which you want to deploy the agent. I have selected this and then clicked the “Add To 1 Workspaces” button to proceed.
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.
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.
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.
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.
You may like to read.
- Agentforce Data Cloud & Data Library in Salesforce
- Agentforce Vibes in Salesforce Tool for Developers
- Atlas Reasoning Engine in Salesforce Agentforce
- Connect Slack with Salesforce
- Deploy Agentforce Agent from Salesforce to Slack
Shubham is a Certified Salesforce Developer with technical skills for Building applications using custom objects, approval processes, validation rule salesforce flows, and UI customization. He is proficient in writing Apex classes, triggers, controllers, Apex Batches, and bulk load APIs. I am also familiar with Visualforce Pages and Lighting Web Components. Read more | LinkedIn Profile
