Maintain Your Slack Consultant Certification for Summer ’25

Learning Objectives

After completing this unit, you’ll be able to:

Describe the benefits of Slack Enterprise Search.
Explain how Agentforce enhances Slack with autonomous AI agents.
Describe how Slack integrates with Salesforce through Sales Home.
Recognize the advantage of adopting AI in Slack throughout your organization.
Articulate how custom admin roles in Slack allow for secure delegation of administrative responsibilities.

Maintain Your Certification

If you hold the Slack Consultant Certification, keep in mind that you need to complete this module by the due date to maintain it.

Interested in learning more about getting certified? Check out the Slack Consultant Certification.

Protect the Integrity of Your Certification

The quality of our certification exams and the value that our credentials provide are our highest priority. Protecting the security and confidentiality of our exams is essential to providing our customers with credentials that are respected and industry-leading.

As a participant of the Salesforce Certification Program, you’re required to accept the terms of the Salesforce Credential and Certification Program Agreement. Please review the Salesforce certification exam-taking policies in the Salesforce Credentialing and Certification Program Agreement and Code of Conduct Trailhead Help article for more details.

Salesforce introduced great feature enhancements over the past year. Let’s take a look at some of the more important ones.

Slack Updates: What’s New and Why It Matters

In this module, you'll learn how new tools like Enterprise Search, Agentforce AI Agents, Salesforce integration, and AI in Slack improve how teams find information, automate work, and stay aligned. These updates are designed to reduce busywork and switching between tools, and make Slack more helpful as your central workspace.

Let’s go over each major update and what it means for your day-to-day work.

Get to Know What's New in Enterprise Search

Slack Enterprise Search gives users in Enterprise+ organizations the ability to search across all connected workspaces from a single query. Instead of jumping between separate Slack instances to track down a conversation, file, or decision, now get results from all available workspaces—including Google Drive, GitHub, and more—without leaving your current workspace.

This cross-workspace search makes Slack a unified knowledge base by streamlining access to institutional memory and helping teams move faster with better information.

In addition to searching across workspaces, Enterprise Search also lets you:

Work in one place: Find files, messages, and updates from the tools you use every day—without leaving Slack.
Uncover useful information: Ask a question and get relevant answers from across your company’s connected workspaces.
Search naturally: Use everyday language to refine your search and get more accurate, helpful results.
Make informed decisions: Bring together data from multiple sources, all in one view.
Get ready for automation: Create a foundation for smarter, faster workflows that support AI agents and automation.

With all of that in mind, Enterprise Search is transforming Slack into the AI-powered platform for work. To get started, Org Owners or Org Admins can enable Enterprise Search for their org.

Introducing Agentforce AI Agents

Nearly half of employees say they struggle to find the information they need to do their jobs, according to Gartner. Agentforce uses conversational data from your Slack workspace—including messages from channels, lists, and canvases—to generate relevant and informed responses.

By drawing on the actual discussions and documents your team shares, Agentforce can better understand the context behind your requests. This makes its answers more useful and helps it act like a knowledgeable teammate, not just a generic chatbot.

Organizations using a paid Slack plan and a Salesforce Agentforce license can deploy these agents in just a few steps. Once set up, Agentforce agents can monitor conversations, respond to user prompts, perform automated tasks, and even initiate complex workflows—making it easier than ever to reduce manual work and boost operational efficiency.

Here are some of the available actions.

Action	Description
Send a Direct Message	Agents can initiate one-on-one conversations by sending direct messages. Whether delivering a critical update, answering a question, or proactively offering support, direct messaging ensures communications are personal and targeted.
Create a Canvas	Agents can generate Slack canvases to organize information, capture discussions, or summarize key actions. Canvases offer a lightweight, collaborative space for working through problems or documenting decisions.
Post in a Channel	Agents can post updates, alerts, or insights directly into any Slack channel. Intelligent targeting and timing keeps the broader team informed without adding noise.
Look Up Users	Not sure who to contact about a project or question? Agentforce can identify the right teammate and send them a message on your behalf—all within Slack. Use prompts or workflows to have Agentforce automatically send direct messages to the right people to stay updated about changes, decisions, or important next steps.

Agentforce is highly adaptable and can be configured to support a wide range of business needs across departments. By embedding intelligent automation directly into Slack, organizations can streamline workflows, reduce context switching, and enhance team productivity.

Additionally, Slack lets you interact with third-party apps that use autonomous AI agents and assistants directly within your workspaces. Designed to enhance productivity, streamline workflows, and unlock powerful automation, you can take advantage of third-party AI intelligence into your daily Slack experience. These AI agents act like digital teammates, available to support tasks, answer questions, and trigger workflows—all from inside Slack.

Deeply Unified Slack and Salesforce Integration

Slack and Salesforce continue to create a deeply unified platform with features that make it easier than ever to manage customer data and sales activities directly within Slack. Slack Sales Elevate functionality, including Sales Home and workflow automations, have been rolled into the new Business+ and Enterprise+ SKUs. Sales Home integrates with Salesforce Sales Cloud to centralize information and processes in Slack so that it becomes a centralized workspace for all things CRM. Sales Home is available in the new Business+ and Enterprise+ plans.

Salesforce channels are dedicated Slack channels that are connected to Salesforce records such as Accounts, Opportunities, or Cases. Salesforce channels centralize conversations about customers, drive deal progress, and update Salesforce records, all in Slack. They also include multiple tabs to provide rich context. Salesforce channels are now available in all Slack plans—including free plans—giving all Salesforce customers access to Slack. In addition, Salesforce channels can be seen in both Slack and the Salesforce UI, ensuring teams can collaborate seamlessly where they work best.

Tab	Description
Messages	Discuss updates, share insights, and coordinate actions directly within the channel and keep conversations anchored to the Salesforce record.
Record Details	Quickly reference critical information like account status, deal size, or case priority without leaving Slack to ensure that decisions are based on up-to-date data.
Related Records	Easily navigate to associated opportunities, contacts, or service cases for a broader view of customer or deal relationships.

Sales Home also introduces advanced productivity features, including:

Feature	Description
Preview Salesforce records in Slack	Users can quickly scan opportunity, account, or case details without ever needing to open Salesforce, saving time and reducing workflow interruptions.
Track key metrics to gain insight into your individual and team performance	Identify important performance indicators—like closed deals or response times—so you can measure progress and identify areas for improvement.
Create custom notifications to simplify administrative tasks and keep you on track towards your goals.	Use tailored alerts to stay informed about key updates, deadlines, or changes, helping you manage your workflow more efficiently.

Admins configure the setup via the Slack admin dashboard and connect the workspace to their Salesforce org. Once linked, they can define permissions and sharing settings to control access. After setup, users can share Salesforce records directly in Slack channels and interact with them in real time.

Sales reps share account updates with leadership, receive real-time alerts about stage changes, and align strategies—all without switching apps. This keeps everyone on the same page and speeds up response times when critical deal milestones occur.
Sales managers get better visibility into pipeline health and deal progression. With instant access to record changes and discussions in Slack, managers can proactively coach reps and remove obstacles earlier in the sales cycle.
Sales teams stay aligned without unnecessary meetings or email chains. Important updates and decisions happen in context, reducing the noise and inefficiency often caused by scattered communications.

With Sales Home and Salesforce channels, Slack becomes more than just a messaging tool—it becomes the front end for your CRM. By bringing sales data and collaboration together in one place, teams can respond faster, stay aligned, and close deals with greater efficiency.

Get Started with AI in Slack

AI in Slack introduces intelligent tools that help your team move faster, stay aligned, and make the most of your workspace. Users on paid plans gain instant access to features that eliminate busywork, surface insights automatically, and make every conversation more valuable. In each plan there are varying levels of AI functionality.

Whether you're catching up after a week off or trying to make sense of a 100-message thread, AI in Slack brings you clarity and speed when you need it.

Automatic Conversation Summaries

AI in Slack now offers a set of generative AI that creates automatic conversation summaries highlighting:

Key decisions: Summaries call out major outcomes and agreements, ensuring you know exactly what was decided without needing to read every message.
Action items: Tasks, next steps, and assignments are clearly listed, helping you and your team stay accountable and move projects forward efficiently.
Essential context: Background details and important points are surfaced, so you understand the "why" behind discussions and decisions without having to dig.

Huddle Summaries

AI in Slack makes it easier to stay aligned after live discussions by automatically capturing and organizing what was said during Huddles, including:

Key takeaways
Important points, conclusions, and discussion highlights are captured automatically, so everyone leaves with a clear understanding of what matters most.
Action items
Specific tasks and next steps are extracted and listed, making it easy to track ownership and ensure follow-through.
Full transcript
A complete, searchable record of the conversation is generated, allowing anyone to review details or clarify misunderstandings later.
Shared in Canvas for easy follow-up
Summaries and transcripts are automatically organized in a Slack canvas, giving teams a centralized place to review, update, and collaborate on outcomes.

Search with AI in Slack

Ask a question in your own words and get a concise answer based on messages and files already in Slack. AI in Slack search answers are unique to you—they’ll never contain messages or files you don’t have access to.

Workflow Generation from Plain English

Creating workflows in Slack is now faster and easier—no technical skills required. Just describe the process in natural language—like “Remind the team about standups every morning”—and Slack AI will generate a ready-to-edit workflow in seconds. From there, use the built-in workflow builder to customize and launch.

Smarter File Summaries

Summarize documents, PDFs, and slide decks shared in your workspace.

Customize Control with Custom Admin Roles

Admins now have more flexibility to delegate responsibilities without granting full access.

Org Primary Owners and Roles Admins can create custom admin roles tailored to specific tasks. Instead of granting broad, all-or-nothing permissions, you can now assign responsibilities like user provisioning, data exports, or retention policy updates to the right people without compromising security. For example, you might set up a “Compliance Admin” who can manage retention settings but can’t access user accounts or billing. This added control helps organizations stay secure while allowing trusted team members to manage key admin tasks efficiently.

Streamline App Management with Integrations Admin

Slack now lets Org Owners submit and manage workspace migration requests directly from the admin dashboard. Whether you're consolidating after an acquisition or restructuring teams, Slack helps make the transition smoother.

Here’s how to get started.

Review user roles: Identify and align user permissions across workspaces to ensure everyone has the right level of access post-migration.
Map integrations: Track and plan how apps, workflows, and custom integrations will move with your users to minimize disruption to daily operations.
Preview changes: Get a detailed view of what the final merged workspace will look like before committing to catch potential issues early.
Ensure a successful rollout: Let Slack guide you through a smooth launch with clear milestones, tips, and validations to reduce surprises on migration day.

Org Primary Owners and Roles Admins can also create and assign custom roles to manage permissions, while the Integrations Admin system role lets you delegate app management across your Enterprise Grid organization.

These tools help ensure that even complex workspace changes happen with minimal disruption and maximum confidence.

Embrace A Smarter, More Connected Slack

With these updates, Slack is becoming more than a communication tool—it's a place where teams can move faster, stay aligned, and reduce friction in daily workflows.

Take time to explore these tools, set them up in your workspace, and experiment with how they can save time, reduce confusion, and support smarter teamwork.

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