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.

REQUIRED EDITIONS
Available in:Enterprise, Unlimited, and Agentforce 1 Editions
ROLE & PERMISSIONS NEEDED
To turn on, configure, or grant access to Agentforce Coworker:Salesforce Admin Role and Agentforce Coworker Admin Permission Set

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, go to Setup.
  5. Enter Agentforce Coworker in the Quick Find.
  6. Click Get Started with Agentforce Coworker.
  7. Under Manage Data, click Add Data Source.
  8. Select Slack as a data source.

Slack is a preconfigured data source, meaning the searchable fields and result settings are preprogrammed for you and can’t be changed.
  1. Click Next.
  2. Click Save.