For 25 years, Salesforce customers have built a rich foundation of customer data, business logic, custom automations, and deeply tailored CRM configurations that run their business. But too often, when you’re in the middle of a critical team conversation, that data isn't right at your fingertips. You find yourself digging through browser tabs to look up records or ask another tool for insight. That’s why this year, Salesforce announced Headless 360, to free customer data and business logic from static browser tabs and let it flow directly into Slack — the conversational interface for the entire enterprise.

Because real work doesn't happen in a database or a browser tab. It happens in team conversations, where people communicate, debate, align, and drive business forward. Slack has always been where those conversations happen, and where those core business decisions are made. And in the agentic era, that makes Slack the best place for humans and agents to work together.

Now, Slackbot, your personal agent built right into Slack, can do something it couldn't before: reason across the entire Headless 360 platform and the tools your team already uses, all in one place, thanks to dedicated new MCP servers from Salesforce. Ask it about a customer, and it pulls the full picture from your CRM. Ask it for a trend, and it surfaces a live Tableau visualization. Ask it to kick off a workflow, and it coordinates across Jira, Box, Claude, or any connected app—no switching tabs, no custom code, no setup. And because this all happens in shared Slack channels, it brings your entire technology stack out of isolated, single-player sessions and into a shared space where humans and agents work together out in the open. In fact, the Salesforce IT team used this unified approach to streamline its operations, saving its 1,500+ engineers thousands of custom coding hours annually.

Salesforce MCPs, Slack, and partner-built apps together allow you to extend the value of your CRM and IT investments by:

• Running your entire Salesforce CRM motion within the conversation: Slackbot already reads and edits Salesforce records in Slack. Now it understands your specific configuration — custom objects, unique fields, multi-step Flows, and business automations — without a single line of custom code. The customer data your team spent years building finally shows up where the work actually happens.
• Democratizing access to data-powered insights and actions: New Data 360 and Tableau Next MCP servers make Slackbot an always-on data analyst that respects users’ permissions and org-wide data boundary configurations. Now everyone in the organization can view unified customer profiles from Data 360 or get rich insights from Tableau, in real-time, with a simple question to Slackbot. No special portal, extra setup, or context-switching required.
• Making every app and agent part of the conversation: There are hundreds of partners bringing AI innovation to Slack, including Anthropic, Atlassian, and Box, and their agents can be added directly to your shared Slack channels just like teammates. As part of Slack, they can tap into all of that Salesforce data, and Slackbot can coordinate across all of them. No more solo chats. Every action is visible. Any teammate can see what an agent did, redirect it, or build on it. That's what makes Slack genuinely multiplayer.

Everything you've built with Salesforce — your data, your workflows, your agents — is now available in Slack the same way you'd talk to a teammate. This brings the work right to where the impetus for the work is: the conversation. We are using Salesforce this way hundreds of thousands a time a week across our employees and can't wait for our customers to do the same.

Rob Seaman

EVP and GM of Slack, Salesforce

The fastest way to realize the full value of your CRM is to make it as simple as possible for your teams to make data-based decisions and keep that data up to date. With Salesforce integrated into Slack, a sales rep can close a deal without opening the opportunity record. A service agent can route a case to the right people.

Thanks to dedicated Salesforce MCP servers for the Salesforce apps, users can dig into customer records, update pipelines, and trigger business workflows and agents — all in one conversation with Slackbot. No tab-switching. No context loss. No separate login. One interface for the entire Salesforce experience.

Plus, Slackbot works with every organization’s unique Salesforce configuration, automatically mapping custom objects, field configurations, and permission structures for trusted access. Validation rules and user-level permissions are respected. The custom automations your team has built are now accessible just by asking.

For sales teams, this means they can run their entire revenue motion without ever leaving Slack. Agentforce Sales works behind the scenes, automatically progressing deals and surfacing the right next actions at scale. So, a sales manager can have Slackbot pull the team’s open opportunities, flag risk signals, get an answer grounded in live CRM data and business logic, then turn that answer into a canvas to be shared right where the team can act on it. Or a sales rep can have Slackbot update their CRM based on the day's activities and approve those changes in a single click. Whatever steps they need to take, whatever tools they need to use, are all accessible, all in one place.

Sales Cloud in Slack is the future of how revenue teams work. AI is changing what it means to sell and putting Salesforce intelligence and data inside Slack, where sellers already live, means teams stop chasing context and start driving growth. That shift is happening now, and we're right at the center of it.

Kris Billmaier

EVP and GM of Sales Cloud, Salesforce

And for admins, setup is simple: they can discover, install, and govern Salesforce MCP servers from a single UI, with no custom integration code and automatic authentication through the existing Slack–Salesforce connection.

Now, the conversation is the record management, and teams can easily access and act on data like they never could before. Insights are shared instead of siloed, ensuring Salesforce works the way your teams do.

Tableau's agentic analytics platform grounds every Slackbot response in your organization's governed, trusted knowledge, so every insight it shares is consistent and accurate. Answers come with rich, interactive visualizations — heatmaps, trend lines, breakdowns and more — making even the most complex data digestible for everyone. This means every decision that follows, from updating a record to briefing the team, is grounded in real data, right where the work is happening.

So when a forecast review happens and someone asks "are we actually on track?” they get a live, accurate answer in seconds, and can take action with the team already knowing where things stand.

For the first time, you can also expose Data 360 directly in Slack with Data 360 MCP. Data 360 brings unified, real-time business context into every Slackbot conversation, harmonized across CRM and other integrated sources, so every response starts from the complete picture, not a guess. The Data 360 Skills give Slackbot the institutional knowledge to take the right action, with pre-built skills that capture how your business actually works: the steps to follow, the decisions to make, and the verification steps that matter, so every action scales with confidence.

For example, a user can ask Slackbot for a customer’s unified profile, share that profile into a campaign channel, and work with the team to make decisions. Then, Slackbot can take action like updating segmentation logic or verifying identity data, directly in the conversation.

Because it's all happening in Slack, Slackbot understands the channel context, the deal, the team intent, and taps into Tableau and Data 360 to surface what's actually relevant, not just a generic data pull.

A growing ecosystem of partners — Atlassian, Zapier, Lattice and 25 more and counting — have built MCP-native apps that bring interactive, action-ready experiences directly into Slack channels and into the conversation with Slackbot. In Slack, they benefit from the same context, the same Salesforce data, the same insight as Slackbot, becoming part of the work and the conversation. And MuleSoft Agent, now connected to Slackbot, brings your integration layer into the conversation. Ask about the health of a system, discover which APIs and assets are available, or get instant alerts when something breaks, all without leaving the channel where the team is already working.

So that same Slackbot conversation where you just updated your Salesforce pipeline can also pull a Jira ticket to address a customer service question, surface a Box document to be shared with a prospect, or trigger a DocuSign approval for closing deal paperwork — without switching tools, without separate logins, without losing context.

Since it has the context of the channels where your team is working, discussing strategy or triaging a bug, Slackbot can find the right tool for the task at hand, handle authentication, and execute on your behalf, all in service of the customer. And its work can be shared back to the channel, so a colleague can build on the answer or catch what it missed. This is the difference between AI that helps one person and AI that moves an organization.

Every investment you make — every frontier model, every data platform, every specialized agent, is only as valuable as the interface that connects it to the people running the business. And your Salesforce investment can only serve you better, and work harder, when the data is moved from a static record to the place where your organization actually works.

Slack is that missing layer — the conversational interface where teams actually work. It’s the 2% of your AI and technology budget that determines whether the other 98% delivers. This isn't a collaboration decision. It's your highest-leverage AI investment.

By uniting your Salesforce data with the conversations that drive your business, your teams stop chasing context and start acting on it. Insights are shared instead of siloed. Decisions are made with the full picture, not a fragment of it. And the work that actually moves your business forward — aligning, deciding, executing — happens faster, together, in the open.

Bring your favorite tools right into your workspace. The Generally Available (GA) Slackbot MCP Client integrates seamlessly with Salesforce-hosted MCP Servers, available on any Slack plan that includes Slackbot, in Slack workspaces connected to Salesforce.

• Salesforce-hosted MCP Servers are now GA for all Enterprise Edition organizations and above. Learn more about the Salesforce hosted MCP Servers.
• Ecosystem of MCP enabled Apps: Browse over 25 compatible apps in the Slack Marketplace's dedicated MCP registry to easily connect your tech stack with Slackbot. Browse the Slack MCP Registry .

New to Slack? Free Slack workspaces are automatically created for new Salesforce customers. If you’re already a Salesforce customer, you can connect Slack today.

Today, Agentforce Sales brings the end-to-end revenue motion to life for teams working in Slack. Real-time deal updates, cross-channel context, and partner workflows all running in deal channels, without switching a single tool. Revenue teams can see firsthand how a complete enterprise motion runs entirely within a single conversational workspace.

And Agentforce Sales is just the beginning. Over the coming weeks, expect to see more use cases extending across the agentic enterprise — from service teams resolving cases faster together to every line of business running their workflows where their teams already work.

Read more

• Learn more about Agentforce Sales in Slack
• Discover MuleSoft for Slack
• See how Salesforce leads an agile sales team with Tableau Next in Slack
• Learn why Salesforce shifted to Headless IT Operations