Sales Guide Agentic Salesforce Experience Demo

Ever wanted to just chat with Salesforce as you would with an assistant? Now you can. Built on the Salesforce Agentforce platform, you can now agentically interact with your Salesforce data directly from Slack. Simply ask questions or assign tasks, and it will be done. Watch the video to see it in action. MS Teams coming soon.

Agentically interact with Salesforce through a conversational interface. Text and voice: Slack today, Microsoft Teams soon. Built entirely on native Agentforce.

Research a prospect or company

- "What's the latest news on Stripe?"

- "Find the VP of Risk at Acme Foods and pull their background."

- "Who are the key decision-makers at Northwind?"

Chat with your pipeline like an assistant

- "Show me my open leads."

- "What am I working on this week?"

- "Summarize Acme — contacts, open opportunities, last activity."

- "Which of my accounts haven't been touched in 30 days?"

Create leads and records

- "Create a lead for Jamie Diamond at Chase Bank, jdiamond@chase.com."

- "Add Sarah Chen as a Decision Maker on the Acme renewal."

Update fields by voice or chat

- "Bump the Acme Q2 renewal to Negotiation and set the amount to 300k."

- "Change this account's industry to Financial Services and update the website."

- "Update Jamie's title to SVP Risk."

Convert leads

- "Convert this lead into an opportunity called Acme Q3 Expansion."

Enrich records with AI (propose, then apply)

- "Enrich this account" → returns a diff table of proposed values with sources and confidence

- "Apply all" or "Apply industry and website only" → writes the confirmed fields

- Protected fields like Opportunity Amount and Stage stay off-limits — human judgment only.

Do analysis and build sales plans

- "Draft a discovery call plan for Acme based on their recent loss runs and save it to the lead."

- "Give me three objection-handling points for the Northwind renewal."

- "What's the strongest angle for this account based on what we know?"

Manage tasks and follow-ups

- "Create a task to follow up with Jamie next Tuesday at 9 AM."

- "Show me everything overdue across my open opportunities."

- "List my team's tasks due this week."