Salesforce Slack Agent
Find answers, troubleshooting guides, and best practices
How to start
Quick Start Guide
New to the Slack Agent? Get started with these three simple steps:
Add the bot to your desired Slack channel
Use the /signin command to connect to Salesforce
Start querying your Salesforce data directly from Slack
Authentication & Security
Signing In
Use the /signin command in any channel where the bot is present
You'll be redirected to Salesforce's secure login page
Complete the authentication through Salesforce's standard OAuth flow
Security Measures
We implement industry-standard OAuth 2.0 for authentication
All data transfers occur through encrypted channels
Session Management
Use /signin to reconnect when needed
To manually end your session, use /signout
New authentication is required after session expiration
Privacy & Data Protection
Data Handling
Conversations are processed in-memory only
No permanent storage of chat history
Message history is only used for maintaining immediate conversation context
Regular data cleanup to ensure privacy
Visibility & Access
Channel interactions: Visible to channel members only
Private queries: Use direct messages with the bot
Admin visibility: Follows standard Slack admin permissions
No cross-channel data sharing
Token based permission and visibility
Data Security
End-to-end encryption for all data transfers
Secure API endpoints
Regular security audits
Compliance with data protection standards
How to use
Channel Management
Bot can be added to:
Public channels
Private channels
Direct messages
Each channel maintains separate conversation contexts
Add to multiple channels without interference
Basic Commands
/signin: Connect to Salesforce
/signout: End your session
/help: View available commands
/status: Check connection status
Best Practices
Use direct messages for sensitive queries
Regular re-authentication for security
Clear, specific commands for best results
One query at a time for optimal processing
Bot not working
Check if you're signed in using /signin
Verify your Salesforce credentials
Confirm bot is properly added to the channel
Check your permissions in Salesforce
Authentication Failures
Use /Sign out followed by /Signin
Clear browser cache if issues persist
Verify Salesforce credentials
Check for Salesforce maintenance windows
Performance Issues
Ensure a stable internet connection
One query at a time
Avoid complex nested queries
Check Salesforce API limits
Errors
Authentication Failed
Typically indicates expired session
Solution: Re-authenticate using /signin
Check Salesforce credentials if persistent
Permission Denied
Check Salesforce object permissions
Verify Slack channel permissions
Confirm API access rights
Verify User token permission as on Salesforce
Service Unavailable
Check the Salesforce status page
Verify internet connection
Try again in a few minutes
Better Results
Query Efficiency
Use specific commands
Break down complex queries
Regular session management
Clear conversation context
Security Best Practices
Regular password updates
Secure network connections
Proper logout procedures
Monitor access logs
Performance Optimization
Clean chat history
Updated credentials
Proper command syntax
Regular cache clearing
Security
Data Protection
ISO 27001 certified
GDPR compliant
Regular security audits
Encrypted data transmission
Service Unavailable
Role-based access
Multi-factor authentication
Regular permission reviews
Audit logging