How it Works
In this use case– the same staffer agent used in other use cases is being used directly from Slack. Users perform tasks without switching to Salesforce or other environments.
Watch the video. See the user requesting a resource plan for a PSA project directly in Slack by specifying the role, hours, and timeframe.
The agent operates under the same permissions as the user’s Salesforce environment, ensuring no actions are taken that the user is not authorized to perform.
Agentforce is not limited to one platform. Organizations should adopt the interaction method—whether through Slack, email, or direct Salesforce interaction—that best fits their existing tools, culture, and operational needs.
See It Work
Start Building
This isn’t about choosing the “correct” way to use an agent. It’s about choosing the way that actually fits your organization.
The hard part isn’t the technology — it’s knowing which use cases to prioritize and where to start. That’s exactly what our 4-Week AI Jumpstart is designed for. We work with your team to identify the right starting point, build it, and get it live — fast.