With Slack in the Summer '25 release,
directly from our product experts
who are going to show you
we will be taking your questions
directly to the product teams
their answers on Salesforce Plus.
So check out the description.
We've got the link to the Q&A form
Agentforce is stepping up
for employees with new Slack
integrations, customizable prompts,
and personalized insights.
Director, is here to show us,
every employee with agentic
skills in the flow of work,
for employee facing use cases
about your opportunities,
You can also ask about account
You can interact with an agent
in this Slack Agentforce tab,
but you can also interact with
the agent in a Slack channel.
The team is preparing for
an upcoming exec meeting.
to put together an executive brief.
This is great because it's
for us to collaborate, and includes
messages, files, and documents
the executive brief as well.
When onboarding a new team member
or starting a new project,
you can onboard more quickly
When you add it to a canvas,
you can click and start talking
Simply click on the three
dot menu and click on Copy
that into a canvas or in a message.
This will work for any agent,
multiple different prompts
Speaking to different agents.
in your channel messages.
can simply click and get immediate
to their most common questions.
So let's build and publish
So here we can click on a new agent.
agent templates to start with.
We can start with the Agentforce
employee agent which is general.
Or we can look at the three
This helps by bringing in
topics that we can choose from.
specifically for customer insights.
Then we have the option to choose
that your agent will be grounded on.
Data Cloud or upload in Knowledge.
So let's say hello to our new agent.
that have been loaded here.
We'll want to encourage you
to customize this a little further,
you can adjust the instructions.
this is what you want for an agent,
and search for Slack here.
Once we publish this, the Slack
then it'll be published to Slack.
Click here to manage agents.
where they'll be able to see
that have been published to Slack.
They can review all pending
agents and click here and review.
which workspaces to go to.
And then it'll be available
Everything from exec briefs
Now, let's get ready to improve
with Salesforce channels.
files, and update CRM records
Melanie Matsuo, Product Management
Senior Director, is with us now
to give a demo. Let's go.
We're excited to bring Salesforce
channels the Power Slack now
embedded directly into Salesforce.
channels are a special type
that are mapped 1 to 1 to a record.
in one seamless experience.
Now you can see and collaborate
right from the record page
without having any context
switch and open the Slack app.
we're in an opportunity channel,
can configure any standard or custom
objects to have Salesforce channels,
whether that's an opportunity
members together in one place
to accelerate closing a deal
to keep the entire team aligned.
Salesforce channels appear
as a component on your record page
configured by your admin.
You'll see a Join Channel button.
I have already joined this channel,
I can respond with emoji reactions.
mention channels and other teammates
to notify them of your message,
just as you would like in Slack.
you need to collaborate to discuss
tactics on an opportunity,
or strategize on an account,
either through the ephemeral message
Or from the channel members
a channel in the Slack app
if you prefer working there.
Channels has a Message tab
just like a traditional channel,
like the Record Details tab.
Where you can get a quick overview
right from the conversation.
which gives you a summary
for the conversation on the channel,
but all others related to it
within that record hierarchy.
So you can stay up to date
your Salesforce lists Slack,
writing back to Salesforce
Since you're sending us messages
in real time from teammates,
in this channel, in Slack
you're always in the right place
had a productivity power up.
Collaboration just got way smarter.
Let's keep going with updates
Salesforce channels bring Slack
right into the lightning UI,
centralizing team collaboration
Gabe Kalal, Senior Product
Manager, is here to show us
this amazing update. Take a peek.
We've heard from customers
that it's really difficult
to organize internal conversations
because they're fragmented
which makes it really challenging
a dedicated way to collaborate
about any Salesforce object
instant access to collaboration.
a guided setup experience
to make it easier than ever
for customers to enable Slack
and connect it to Salesforce
for your team to collaborate in.
an existing Slack workspace,
or you can get started by instantly
creating your own Slack workspace.
In this dedicated workspace,
your team will have a private space
You can use standard objects
like accounts and opportunities,
that your team might use.
And we give you an easy jumping off
point to the page layouts
so you can configure where Slack
appears inside of Salesforce.
In the Lightning App Builder,
for the Slack conversation component
wherever you'd like on the page.
Once you've enabled which objects
you'd like to use for Salesforce
to grant access to your users.
You can instantly grant Slack access
to all of your internal users,
which will create a Slack account
identity management tools,
you can also connect those to Slack
to automate the provisioning
and deprovisioning process.
you are fully set up and ready
of centralized collaboration
Thanks. And back to you, Carolyn.
Yep, that is pretty awesome.
It's teamwork made seamless
speaking the same language.
but not least, Salesforce
channels on mobile is here.
Changing the game for team
by linking Slack conversations
share files and take action
all in one connected workspace
in the palm of their hands.
We are staying with Gabe Kalal
to show us this exciting update.
Take it away Gabe. Thanks, Carolyn.
We are so excited to share
help teams take their CRM data
inside of the Salesforce channel,
my entire team can collaborate,
to support our customers.
And this Salesforce channel
that resides inside of CRM.
Salesforce Channel support
standard objects like accounts
and they also support custom objects
that your team may have configured.
On the Record Details tab,
that resides inside of Salesforce
and all permissions are enforced
so users only see the data
and can only edit the data
on their Salesforce permissions.
I can edit record details
the way that teams collaborate,
to hearing everyone's feedback.
Thanks and back to you, Carolyn.
never been easier to stay in sync.
Some amazing Slack updates
to keep your teams connected
and productive in Summer '25.
Please be sure to fill out the Q&A
form to get your questions
answered by the product team
and tune back in to Salesforce
directly from this amazing team.
Well, thank you for joining us
and we will see you in Winter.
