Hi,
We're currently using NPSP and have no AI agent of any kind. We're in an exploratory phase to see if any AI solutions might be helpful (doing pretty straight forward things like summarizing info from a record).
I'm having a very hard time parsing through my options, including the three in the title:
- Slackbot (after integrating Salesforce & Slack)
- Agentforce Coworker
- Agentforce agent that we create
Does anyone have personal experience that you can tell me about for any of these options including:
- cost
- effectiveness/usefulness
- ease of setup (do I need to be able to code, etc)
OR do you know of any resources to help me understand the differences / what might be best for us? I'm also in touch with our account rep but wanted to post here as well.
Thank you!
We implemented Slack about 9 months ago and are loving it. We have it connected to Salesforce. Slackbot has the same access to SF as the user who is prompting Slackbot.
Just yesterday Slackbot was able to tell me how many records a specific user was following and drill down into the specific records. This is not information you can report on in SF. I do have full admin access.
I have used Slackbot to compare profiles and solve access issues.
Our development team use Slackbot to surface information on our top donors. Our marketing team uses a prompt to generate draft stories about Veterans we have served to drive more support.
Using Salesforce channels in Slack, you can see and update SF record details in Slack.
DM me if you would like to learn more
