This course teaches learners how to connect Salesforce and Slack to solve real business collaboration problems for sales and service teams. Learners will start by preparing the Slack workspace and Salesforce org, then configure the Salesforce-Slack connection and validate the setup. The course covers Sales Cloud for Slack, Service Cloud for Slack, case swarming, Salesforce channels, feed channels, Slack notifications, Salesforce list views in Slack, Slack message formatting, Flow from Slack, Slack workflows from Salesforce record changes, approval management in Slack, and Agentforce with Slack.
Salesforce’s official guidance positions Sales Cloud for Slack as a way for sales teams to collaborate, view sales records, check pipeline, receive reminders, and work together in Slack. Service Cloud for Slack supports agents with record access, updates, case management, and swarming collaboration. Salesforce also supports running screen flows in Slack, managing approvals in Slack, and integrating Agentforce with Slack. Slack Block Kit is the JSON-based framework used to build rich Slack app interfaces.
