Complete the Connection in Slack
In this step, you finalize the integration. This is where you’ll need your admin credentials from step 1. Make sure you have them handy.
Activate the Connection in Slack
Let’s head back to Slack and finalize the connection. Workspace Owners and Salesforce Admins can activate a pending Salesforce connection.
- If you’re not on the Slack admin page, navigate there by clicking Workspace name | Tools & settings | Manage Salesforce organizations.
- If you kept your tab open, refresh. You’ll see your Salesforce org listed with a Connection status of Ready to activate.
- If you kept your tab open, refresh. You’ll see your Salesforce org listed with a Connection status of Ready to activate.
- In the Connection status column, click View Details.
- Then, click Activate.
- In the modal, click Activate.
Stay on this page to add your user.
Add Your Slack User to Salesforce
Let’s add your Slack user.
- Click the Users tab.
- Click Add individually.
- Search for your Slack user and select your username. It’s appended with “(you)”.
- Click Grant Access to 1 Person.
Your Slack user should now be listed under the Users tab.
Sign Your Slack User into Salesforce from Slack
The final part of this integration is to sign in using your Agentforce org user credentials.
- Head back to your Slack workspace.
- A modal in your left navigation says Bring Salesforce data into Slack. Click Sign in to Salesforce.
- Click Continue.
- Click Continue to Salesforce.
- Enter your admin login credentials.
- Click Login, and Allow.
If you accidentally closed the modal, you can always navigate to an alternative sign-in page via your workspace name | Preferences | Salesforce.
You’ll get a message that you were successful in connecting your account. You can close the OAuth window. Click back into your Slack workspace and the modal should show that your org is connected.
That’s it. Your Agentforce and Slack orgs are connected, and your agent is primed to be deployed.
Integrations can take time and effort and you did well! You created the connection between our Agentforce org and Slack. Now, you can easily and safely bring agents into the flow of work. All this hard work will make deploying your agent a breeze.
What Next?
It’s time to deploy your agent into Slack! Head over to Agentforce Configuration for Slack Deployment to learn more about Slack agents, how they can interact with your team and Slack org, and complete the deployment.