Navigate your workday with help from Slackbot, your personal agent for work. Anything
you can do with Slackbot in your Slack workspace, you can also do with Slackbot wherever you
work in Salesforce. Slackbot has the same context and access to information that you do, so
answers are relevant and personalized. Start a conversation to prepare for your next meeting,
analyze a record, or find almost anything.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Starter, Pro Suite,
Professional, Enterprise, Unlimited, and Developer
Editions for Slack customers on a Slack Enterprise or Business+ plan (Business+ is
limited to 15 messages per person per week in Salesforce editions other than
Enterprise or Unlimited)
|
| Available in: Enterprise and Unlimited Editions for Slack customers
on all other plans, due to Digital Wallet requirements. |
| User Permissions Needed |
| To use Slackbot in Salesforce: |
Slackbot UI permission |
From Salesforce, click 
and ask Slackbot anything. Just like when you chat with Slackbot in Slack, Slackbot
in Salesforce can search, summarize, and take action across both systems. Slackbot pulls in
messages, files, and records to provide one connected view of your work. For example, if you
start a conversation from a Salesforce record, Slackbot combines the information on the record
with related Slack channel activity. So if you send Slackbot the prompt, "Summarize recent
Slack activity for this account and flag any blockers," Slackbot returns a holistic view of
that account, associated recent activity, and any issues.
If you switch from Salesforce to Slack, you can use the history feature to access Slackbot
conversations that you started in Salesforce.
