5 Ways to Get the Most out of Salesforce with Slack

30 min

Your business runs on Salesforce. Yet for most teams, the work happens somewhere else — and that gap is costing you deals, speed, and the full potential of your AI.

Slack is the conversational interface for Salesforce: where your enterprise data, your people, and your agents work together, all in one place.

In this session, we’ll show you five practical steps to get the most out of Salesforce with Slack — act on customer insights faster, automate tasks, and put agents to work, right where work happens. Whether you’re brand new to Slack or looking for new ways to use it with Salesforce, you’ll walk away with something you can try today.

Things you’ll learn:

How Slack makes your entire tech stack work harder — bringing your data, tools, teams, workflows, and agents into one intelligent surface where decisions become action
How to take action on CRM data without leaving the conversation — from surfacing records and deal alerts to updating Salesforce just by asking Slackbot, there’s no tab-switching required
How to put AI agents to work in the flow of work — using Slackbot and Agentforce in Slack to automate busywork, surface insights, and act the moment it matters

5 Ways to Get the Most out of Salesforce with Slack

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Maximize Your Salesforce Investment with Slack

WEBINAR

Featured speakers:

Ashley Mao
Sr. Product Marketing Manager, Slack