Sales and service teams that spend their days toggling between team chats, CRM, and tools are losing more than just time — they’re losing the context needed to close deals, solve cases, and serve customers. And for AI to actually work, customer data and conversations cannot live in different places. They need to live in one AI work platform, where data, apps, and agents all come together and work side by side with people. Today, we are making that a reality with Slack as the modern, conversational interface for Salesforce.
We’re moving beyond simple integration to a unified experience, and making it easier than ever for every Salesforce customer to take advantage of the Slack platform with zero setup and at no extra cost, so teams can stop hunting for data and start acting on it. Here’s what’s new:
Every new Salesforce customer now starts with a free Slack workspace, already connected to their CRM data. The moment your Salesforce instance is created, a Slack workspace is as well, which is automatically connected, at no additional cost. Teams can start working together in Slack with all their connected CRM data and context right there with them. And better yet, when it’s time to update the CRM, your teams can do that right from Slack.
Once in Slack, every Salesforce customer can get access to Slackbot, your ultimate AI teammate. It allows your teams to surface Salesforce records right where they’re working. Slackbot Skills elevate how your teams work, giving your team the ability to build and share reusable workflows that run across every tool you depend on. Slackbot can now send messages, create channels, and start workflows on your behalf. With email and calendar actions, you can handle the work that used to live in other tabs, without ever leaving Slack. Soon, that extends to your CRM — log a call, update an opportunity, or move a deal forward, all through conversation.
Slack’s newest productivity features keep reps focused on revenue, not noise. Two new capabilities in Slack bring a kind of focus that’s only possible when everything is connected. The new Today view surfaces exactly where you need to focus: priority messages, your calendar, and your most pressing tasks across Salesforce and other apps. The new Activity tab streamlines action items into a single, filtered view of everything that needs your attention.
“Slack is the missing link between your AI investments and delivering value to every one of your employees. Every dollar a company has invested in Salesforce, in Agentforce, in Data Cloud, in Customer 360, is more valuable when Slack is in the equation. Today, we’re making sure every Salesforce customer starts there” - Rob Seaman, EVP and GM of Slack, Salesforce
Slack unifies CRM, people, and agents from day one
Starting this summer, the moment a new Salesforce instance is created, a free-tier Slack workspace is too. It’s automatically linked to your CRM data, there’s no setup or IT project required, and it all comes at no additional cost.
Already a Salesforce customer? Just connect Slack in your admin setup for the same zero-cost access. Your Salesforce permissions carry over, your data stays where it is, and your team’s workspace is ready to go.
In Slack, Salesforce is woven into the way work gets done. A dedicated Salesforce section in your sidebar gives you instant access to every record, list, and deal alert, so you can easily keep an eye on your entire book of business. Bring data and team dialogue together in Salesforce channels, with every insight shared in conversation captured on the record it belongs to. Your CRM and daily work, finally in the same place.
Sales teams can discuss deal strategy knowing that every decision and learning shared is automatically connected to the Salesforce record. Service teams can swarm on a case with every case detail, teammate, and agent working together.
“Slack and Salesforce used to be two separate worlds, and deals moved slower because of it. Now the moment a deal starts moving in Salesforce, the right people and the right context are already there in Slack. Our quote-to-order process has gone from taking hours to minutes.” - Bobby Hollis, Director, Sales Transformation, Motive
This is more than a convenience; it’s a competitive advantage. Within Salesforce, the impact of shifting processes to Slack has led to internal teams resolving service cases twice as fast and sales reps responding 21% faster. By removing the time wasted switching tabs, teams using Slackbot save up to 20 hours a week, with a 96% user satisfaction rate.
But most organizations don’t rely on CRM alone. They run on dozens of tools and employees still have to hunt across all of them, tab by tab. Slackbot is how that changes.
“The ‘single pane of glass’ has been the holy grail for CIOs for decades. With Slack connected to Salesforce and Box, we’re creating a unified space where files, messages, and workflows are all accessible in one place. When teams can complete 75–80% of their work without switching tools, and AI agents can operate securely across it all, the productivity gains across the enterprise are significant.” - Ravi Malick, SVP and Global CIO, Box
Slackbot, the ultimate teammate is here, and it’s just getting started
Connecting Slack to Salesforce puts your CRM data, your Agentforce agents, and your entire AI investment in one place. Slackbot is how you actually work with all of it.
The same AI teammate that knows your Salesforce data now works across every other tool your team depends on. That means Slackbot doesn’t just help you manage your CRM. It helps you manage everything connected to it. Here’s what’s new:
It takes action across Slack. Slackbot can send messages, create channels, start workflows, and organize your sidebar. It’s the difference between an AI assistant and a true teammate that moves work forward.
It handles what used to live in other tabs. Draft and send emails. Create calendar invites. Schedule meetings. All through conversation, without leaving Slack.
It works on your behalf. Skills are reusable, multi-step workflows your team can build, share, and run on demand. And you don’t have to start from scratch. Slackbot ships with a library of out-of-the-box Skills ready to use on day one: account research and deal summaries for sales, campaign briefs for marketing, case escalation snapshots for service, sprint recaps for product, and contract summaries for legal. Use them as-is, customize them, or build your own. They don’t just surface information. They take action, pulling from Salesforce, and any connected app your team depends on. Combine that with scheduled automations and Slackbot isn’t waiting to be asked. It’s already working.
It knows your context. Whether you’re reviewing a Salesforce record, working through a channel, or scanning a list, Slackbot understands where you are and responds accordingly. No need to re-explain what you’re looking at, context in mind.
It shows its work. A redesigned Thinking Steps view lets you follow Slackbot’s reasoning in real time so you always know what it’s doing and why. Full transparency, no black box.
It reads anything. Large PDFs, complex tables, image-heavy documents. Slackbot can summarize a contract, extract pricing terms, or pull key clauses. No copy-paste required.
The result is an AI teammate that understands your business, shows up where you are, and gets sharper with every interaction, using the security and access controls you already have in place. Slackbot is available to all Business+ and Enterprise plan customers. Over the coming weeks, all eligible Slack Pro Plan customers will get to try Slackbot, bringing enterprise AI to teams of all sizes.
As Slackbot connects to more tools and agents, it becomes the one place your team goes to get anything done.
Pricing and availability
Slack now comes with every new Salesforce org: Free Slack workspaces are automatically created for new Salesforce customers starting May 15. Already a Salesforce customer? Connect Slack today.
Slackbot Salesforce actions: Rolling out mid-May for all customers with Slackbot access and a connected Salesforce org. Available on Business+ V2, Enterprise+ V2, Enterprise Select (AI add-on) and Enterprise Grid (AI add-on) plans.
Slackbot Situational Awareness, Thinking Steps, PDF Reader, AI-skills, Scheduled Automations and Slack Actions (send DMs, create channels, organize sidebars and start workflows): Rolling out over the coming weeks to workspaces on Business+ V2, Business+ V1 (AI add-on), Enterprise+ V2, Enterprise Select (AI add-on) and Enterprise Grid (AI add-on) plans.
Slackbot Calendar and Email actions: Available now for select connected apps on Enterprise+ V2, Enterprise Select (AI add-on) and Enterprise Grid (AI add-on) plans.
Slackbot for Free and Pro Slack plans: Customers on Free and Pro plans will get a trial of Slackbot, rolling out over the next few weeks. To unlock full access, upgrade to Business+ or Enterprise.
Today view (daily briefing): Available in beta starting May, rolling out to all Slack customers through the month.
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