Getting started with Agentforce in Slack
Ready to start exploring Agentforce with Slack? First things first: you need to set up your orgs and connect them to each other.
Create a Salesforce org
There are a few options for the Salesforce end of setup.
- Current Salesforce customers can create a sandbox. There are several types of sandboxes in Salesforce; here is a guide to understanding them.
- Current or future (SKU holders or free) Salesforce customers can set up a scratch org.
- Set up a Trailhead org that is pre-configured with data and Agentforce. These are shorter-lived orgs.
- Set up a Developer Edition org that is pre-configured with Agentforce.
Create a Slack org
The best way to play around with Agentforce without touching any production environment is to set up a sandbox org.
That is without the need for an additional add-on or SKU! A trial, complimentary, sandbox workspace, or an Enterprise organization all support adding an Agent to Slack or installing an agent without any additional enablement.
To create a Slack developer sandbox, join the program here. The developer program is a quick, self-serve way to spin up a Slack Enterprise org when needed. Provisioning a sandbox may require approval from your production Slack admins. While you are using a sandbox workspace, there are some basic sandbox limits to be aware of.
Connect Salesforce and Slack orgs
Follow these instructions to connect your Salesforce and Slack instances. You may also want to review this article to Set up and manage Agentforce in Slack.
Next Steps
➡️ Check out the guide for Customizing Agentforce agents with custom Slack actions to set up your preferred Slack actions.
➡️ Explore Agentforce documentation to learn how to create an agent you can deploy to Slack.