Salesforce Docs Portal

Connect the Course Operations Agent to Slack

Bring collaboration, course management, and student support into Slack. Faculty can interact with the Course Operations Agent without switching applications.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud, Slack, and the applicable Agentforce add-on license
User Permissions Needed
To integrate the Course Operations agent with Slack:

Education Cloud Full Access

AND

Prompt Template Manager

AND

Agentforce Default Admin

Before you start, set up the Course Operations Agent.

  1. Connect Salesforce and Slack.
  2. Sign your Slack user into Salesforce from Slack.
    1. Log in to your Slack workspace.
    2. From the sidebar, click Sign in to your Salesforce.
    3. Click Continue.
    4. Click Continue to Salesforce.
    5. Enter your admin login credentials.
    6. Click Login, and then click Allow.
  3. To set up Salesforce record channels, update the Slack Integration User permission set. See How Salesforce Channels Work.
    1. From Setup, find and select Permission Sets.
    2. Click Slack Integration User, and then click System Permissions.
    3. Click Edit, and then select Enabled for Access Education Cloud Objects.
    4. Save your changes.
    5. From the Slack Integration User permissions set, click Object Settings.
    6. Select Course Offerings, and then click Edit.
    7. Select Enabled for the appropriate access.
    8. Make sure that the Record Alert object is enabled for the appropriate access.
    9. Save your changes.
  4. Select objects that can use Slack channels in Salesforce.
    1. From Setup, find and select Slack Channels for Records.
    2. Click + Add Objects.
    3. Select Course Offering and Record Alert.
    4. Click Add Object.
  5. Install the Slack connected app.
  6. Add the Course Operations agent to Slack.

After the agent creates a course offering channel, it adds course offering participants and the faculty member to it. If you don’t create employee records for faculty, the agent doesn’t add the faculty member. In that case, the channel admin adds the faculty member to the channel manually.

To use the agent in the course offering or record alert channels directly, add it to the channel. Then mention the agent in a message to start a conversation.