Salesforce Einstein Copilot (now Agentforce) can be connected to Slack, allowing users to access AI-powered CRM insights and take actions directly within Slack.
Here’s a more detailed explanation:
- Integration:Salesforce has integrated Einstein Copilot (now Agentforce) with Slack, enabling users to bring AI-powered CRM insights directly into Slack.
- Features:This integration allows users to:
- Ask questions about Salesforce data and receive answers directly in Slack.
- Access and act on customer data faster.
- Summarize accounts and receive detailed insights from opportunity information, activities, cases, and conversations in Slack.
- Work with AI agents in Slack to surface insights and take action on tasks.
- Connect Salesforce CRM records to channel-based conversations in Slack.
- Salesforce Channels:A new type of channel, “Salesforce channels”, connects Salesforce CRM records to channel-based conversations in Slack, providing a comprehensive space for teams to collaborate on every account and opportunity.
- Agentforce:Agentforce agents in Slack are powered by relevant conversations in Slack and trusted enterprise data, suggesting and taking action right in the flow of work.
- Einstein 1 Editions:Einstein 1 Editions provide organizations with access to the best of Salesforce technology, including CRM, Einstein Copilot (Agentforce), Data Cloud, Slack, and Tableau in a single offering, helping them transform their business and deliver stronger customer experiences.