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Slack: Connect Data, Apps, and AI
Trail

Slack: Connect Data, Apps, and AI

Bring everything your team needs into one place for seamless collaboration.

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Part of a Trailhead Journey
This Trail may include content that is only available in English. Learn More
+4,200 points
Intermediate
Administrator
~5 hrs 49 mins

Connect CRM to Slack

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Bring team conversations and customer data together in Salesforce and in Slack.

+200 Points
~15 mins
Video

Learn how to bring your Customer 360 view and conversations together with Salesforce Channels in Slack.

~16 mins •
Mark as Complete
Article

Learn how Slack keeps CRM content secure.

~7 mins •
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Article

Get the most out of Salesforce channels.

~10 mins •
Mark as Complete
Badge

Integrate CRM Analytics data into your Slack conversations.

+100 Points
~5 mins

Build and Deploy Apps in Slack

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Build a Slack app using the Bolt for JavaScript development framework.

+400 Points
~1 hr
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Use Slack’s UI framework to build reusable, interactive content for your app.

+200 Points
~35 mins
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Develop an app governance policy that meets your organization's needs.

+300 Points
~30 mins

Deploy Slackbot

Article

Learn about availability, administrative settings and permissions, and how Slackbot can help anyone navigate their workday with ease.

~10 mins •
Mark as Complete
Badge

Enable Slackbot to support deals by connecting CRM data to Slack.

+1,500 Points
~40 mins
Article

Manage access to Slackbot for your workspace or Enterprise organization.

~3 mins •
Mark as Complete
Article

Control access to information from connected orgs.

~3 mins •
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Article

Learn about about hallucinations, ways to avoid them, and how to report suspected hallucinations to Slack.

~10 mins •
Mark as Complete

Bring Agentforce to Slack

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Integrate Agentforce with Slack and prepare for agent deployment.

+400 Points
~35 mins
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Configure an employee agent and deploy it in Slack.

+1,100 Points
~1 hr 5 mins
Article

Work alongside autonomous AI agents that answer questions and complete tasks.

~5 mins •
Mark as Complete

Skills you will gain

Complete the Trail to build your expertise. Learn More

Skills

  • Process Improvement and Optimization
  • Office and Productivity Technology
  • Identity and Access Management
  • Business Intelligence
  • Applications of AI
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  • Process Improvement and Optimization
  • Office and Productivity Technology
  • Identity and Access Management
  • Business Intelligence
  • Applications of AI
  • Artificial Intelligence
  • Integration Management
  • Productivity
  • AI Development
  • AI Agents
  • Account Management
  • Collaboration
  • Data Integration
  • System Design and Implementation
  • Project Management
  • App and Web Design
  • User Interface and User Experience Design
  • Agile Software Development
  • App Development and Engineering Practices
  • Application Programming Interface
  • Show Less

Products

  • Slack
  • CRM Analytics
  • Agentforce Sales
  • Agentforce

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