Accelerators

Agentforce + Slack | Time Entry from Slack & More

Instead of going back and forth between apps, build the agents to enable your users to stay and work in slack. This use case shows a few ways users can ask the Agent to do things such as looking up info in Salesforce or even create a timesheet.
How it Works

This use case is all about minimizing switching between Salesforce and Slack but using Agentforce and Slack.

Instead of going back and forth between apps, just build the agents you need and then ask your Agent to do things such as asking it to lookup info in Salesforce or even create a timesheet. The use case video to the right shows two such cases:

  1. “What are the upcoming tasks?” → instant answer.
  2. “Can you help me with my time entry?” → done, timesheet created.

Its all done without leaving of Slack.

Agentforce isn’t about sprinkling magic AI powder into a random use case or on old processes. It’s about rethinking how work actually happens. If your team lives in Slack, why force them back into Salesforce every 5 minutes?

Less back-and-forth. More work done where the team already is.

See It Work

To see this use case in action, view the Linkedin Post

 

Activate Agentforce

For organizations using Salesforce, the promise of Agentforce (Salesforce AI) is clear: empower businesses with autonomous AI agents that can automate tasks, enhance customer interactions, and improve overall productivity.

For many, reality has been more frustrating than transformative. The lack of clear governance, underwhelming use cases, and uncoordinated AI efforts have left teams unsure of where to go next.

Let CLD Partners help you identify the right AI use cases and build the agents that make sense for your business.

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