Ask Slackbot to Help with a Sales Meeting

Prepare for an Important Meeting

You created your customer records in Salesforce and authenticated your Slack workspace. Now it’s time to put Slackbot to work.

In this scenario, you act as a sales rep who’s preparing for a big renewal meeting. You need to review the opportunity you prepared in the first unit.

You do not need complex commands to interact with Slackbot—just talk to it using simple, natural language.

1. Within your Slack Playground, click Slackbot at the top of the screen.
   

2. Enter the prompt: Find the open united oil refiner generators opportunity and summarize the details.
3. Press enter/return. Slackbot searches your Salesforce records and returns the opportunity details.
   
4. Enter the prompt: I’m preparing for a team meeting to discuss this opportunity. Are there any open cases we should be aware of that might need our attention?
5. Press enter/return to send your prompt to Slackbot. Slackbot cross-references the account with any open cases.
   

You have the information you need. Now, save it so your team can review it. Slackbot turns conversational queries into structured documents using Slack Canvases.

1. Tell Slackbot: Turn this information into a canvas called UO Oppty Brief, please call out key details and action items so the team can swarm and keep the opportunity green.
2. Press enter/return to send your prompt to Slackbot. Slackbot creates the canvas.
   
3. Open the canvas to make sure it captures the information you asked for. Try adding a cover image, and additional details you’d like to share with the team.
   

You’re fully prepared for your meeting, and your team is aligned.

Slackbot, Please Summarize This Badge

With a secure connection between Slack and your CRM (in this case, your Trailhead Playground), Slackbot combines your sales and service data with the operations and conversational context found in Slack. This unlocks smarter deal planning. And you don’t have to swivel between apps to get it.