Slack is now included with every new Salesforce org. No setup required. Learn more.
When your CRM exists alongside your conversations, work can't help but flow. Slack connects the right people with the right information where the conversation happens — so you can stay focused on customers, not coordination.
Slack brings your conversations, CRM data, and AI agents into one connected space, so your team always has the context they need to move fast and stay aligned.
Organize by project, customer, or initiative in flexible and open channels, with AI that surfaces the most relevant conversations and files automatically.
Jump into real-time huddles with AI-generated notes so your team can focus on the conversation, not the capture.
Send async video clips that keep teams in sync across time zones. AI summaries make sure no one misses an action item.
Work with partners and customers in shared Slack Connect channels, with AI catch-ups on demand.
Everything your team needs to manage work — tasks, docs, projects, and knowledge — lives right where the conversation happens, embedded in data, with AI to keep it all moving forward.
Manage projects with lists: Assign owners, set due dates, automate triage, and let AI flag what needs attention so nothing falls through the cracks.
Canvases capture decisions, plans, and notes in one place. Tap AI to draft messages, summarize roadmaps, and keep content current.
Workflows are pre-built, AI-customizable templates for every team, from marketing orgs to the IT help desk. Automate all kinds of tasks, no code required.
AI-powered search understands context, not just keywords, so your company's collective knowledge is always a question away.
AI in Slack is woven into every conversation, every workflow, and every decision, so everyone can unlock the power of intelligence without switching tabs.
Slackbot is your always-on teammate that answers questions, summarizes threads, takes action across your tools, and keeps you on top of what matters right in the flow of work.
Agentforce and enterprise AI agents work directly in Slack, so your team can trigger, monitor, and collaborate with your favorite AI solutions, all without leaving the conversation
AI-powered search and catch-up pull from your conversations, CRM data, and company knowledge to recap what you missed and answer what you need — in plain language, in seconds.
Built-in governance, data residency, and security controls mean every agent and every answer automatically meets your compliance standards.
Enterprise-grade security comes standard in Slack, with robust features designed to protect your business built in from the start. With strict admin controls for all apps and agents (including granular data policies, single sign-on, enterprise mobility management, and data loss prevention), you can rest easy knowing your data will stay private.
Fast setup, zero commitment.
Learn how to connect a free Slack workspace to your Salesforce instance today.
Schedule a custom demo, see pricing details, and get answers to your questions.
Slack is a shared, multiplayer workspace — not a single-player AI window. People and AI agents operate in the same channels, threads, and canvases, allowing agents to pick up tasks, surface answers, or hand off work without anyone leaving the conversation. The result is everyone stays in the loop, and nothing gets lost.
Agents in Slack can automate things like summarizing channels and threads, answering questions from your company's knowledge, drafting and routing approvals, updating CRM records, triaging incoming requests, and running multi-step workflows — all triggered with natural language, with no separate tooling required.
Slack connects directly to Salesforce and other enterprise systems, so agents can read and update records right from a channel or DM. This turns Slack into the interface for your broader tech stack, letting agents act across systems instead of forcing people to constantly switching tabs.
Slack applies the same enterprise-grade security, compliance, and permission controls to both AI agent and human interactions. Agents only access the data and channels they're permitted to, actions are auditable, and customer data isn't used to train underlying models, meaning collaboration with AI doesn't come at the cost of governance.
When a customer request comes in, an agent can triage it, pull relevant account or case history from Salesforce, suggest a resolution, and loop in the right teammate in the same thread. This lets your team so people jump in with full context instead of starting from scratch, dramatically cutting resolution time.
New hires can ask an AI agent questions about company knowledge, past decisions, or team best practicesnorms right in Slack instead of hunting through docs or waiting on a colleague. That keeps context from being lost as teams grow, and it reinforces a culture of working in the open, where decisions and institutional knowledge are visible and searchable.
Agents can orchestrate steps across multiple connected systems — like pulling data from Salesforce, running an analysis, and posting the result — and then package the outcome into a Slack canvas: a living document teammates can review, edit, and act on together, all generated automatically as part of the workflow.
Agents can monitor for incidents or requests, automatically triage severity, and route them to the right approver or on-call teammate in the appropriate channel. This includes generating an approval workflow with buttons so the request can be actioned right in Slack, without extra tools or context-switching.
