Make Slack Searchable in Agentforce Coworker (Beta)

To query Slack data in Salesforce CRM, first connect Slack to your Salesforce org. Use these steps to learn how. This part of the Agentforce Coworker setup process is optional but recommended.

For more detailed setup instructions, visit Connect Salesforce and Slack.
  1. Request a connection to Salesforce in your Slack workspace (Tools & Settings).
  2. Approve the request in the Setup menu in Salesforce.
  3. Activate the connection in your Slack workspace (Tools & Settings). Slack and Salesforce are now connected.
  4. To finish activating the flow of data, complete the steps in Connect to Existing Data Sources and select Slack as a data source.

Only data from Salesforce CRM and Slack is available during beta. Data from external sources such as Google Drive and SharePoint is pilot only. To join the pilot, contact your Salesforce account executive.