Salesforce

” We call that vision Slackforce: a conversational, AI-powered interface to Salesforce, built directly into the flow of work in Slack. The journey began with Slack CRM, bringing native CRM capabilities directly into Slack. Next, we gave Slackbot the ability to read from, write to, and take action across Salesforce through MCP. Today, we’re taking the most powerful step yet with the introduction of Slackforce Surfaces. Now, you can transform data from Salesforce and beyond into rich, interactive experiences inside Slack, visualized in virtually any way you can imagine.

Over the last few years, AI has changed how people write, research, and code. But there's still a huge gap between having the information and turning it into something a team can use together, right where they’re already working. Decisions get made in conversations. The context lives across messages, data, and connected systems. Turning all of that into a dashboard, an executive deck, an ROI calculator, or a report your team uses still means pulling your team out of that conversation to act on it somewhere else. By the time everyone's there, that information is already going stale.

A snapshot of what was true the moment you hit "generate" is not what's true now, and any time the numbers move, someone has to manually refresh the data. Slackforce Surfaces lets anyone turn the context of their work into a live, interactive interface just by asking Slackbot. It stays connected to the data behind it and lives in one shared place your team can work in together, refreshing automatically as the underlying data changes. Describe what you need in plain language, and Slackbot can build a dashboard, report, executive HTML deck or interactive experience, grounded in real-time data, without anyone having to leave the conversation to use it.

You can even ask Slackbot follow-up questions about your live data right there, whenever you need to. Your data stays current. A Surface isn't an export or a screenshot of what your systems looked like the moment you asked — it's connected to the source. As the pipeline moves, a case gets closed, or a campaign number updates in Salesforce , the Surface reflects it automatically, so you're never making a call off numbers that were true yesterday. It's built on your actual business data. A Surface pulls directly from the conversation and whatever's connected to Slack: Salesforce, your Slack history, and the other tools and enterprise data your team already relies on.

Customer contacts, a pipeline forecast, a product analysis, a marketing campaign report — whatever you're working from can become a Surface right from the conversation. Slackforce Surfaces are built under your existing permissions, so you only ever see what you're already allowed to see. Your team works in it. A Surface isn't something you build alone and hand off. It's an interactive, live interface your whole team can filter, explore, comment on, and act on together, in real time. Pin it to a channel and it becomes part of the workspace, instead of disappearing into a folder or scrolling away in a thread.

Now everyone's looking at the same thing at the same time, and able to weigh in. Anyone can build. You don’t need to know how to create a dashboard or design an executive presentation. You bring the question, and Slackbot brings the business context and the skills to build the surface. It starts with a single prompt. Tell Slackbot what you want to understand, communicate, or accomplish, and it builds the right Surface from the context and data already available to you. There’s no fixed template or prescribed format. Slackbot can determine how best to express the work — from an interactive dashboard or executive presentation to a microsite, calculator, or entirely new experience — and style it for the audience and purpose.

From there, the Surface becomes a shared place to understand and act. Your team can explore the data, drill into the records and messages behind it, discuss what they’re seeing, and take the next step without breaking the flow of work. That’s the real benefit of Slackforce Surfaces: the conversation doesn’t end with an answer. It becomes a living interface your team uses to get the work done. The best way to see what a Surface can be is to look at what people are already building. Across sales, customer service , marketing, IT, and support, the details may change, but the pattern doesn't: someone had a question or a mess of data, described it to Slackbot, and got back something the whole team could use to drive business forward.

A sales rep turns their Salesforce pipeline into a daily, prioritized view, customized with their favorite space theme. Every deal shows up as its own object, moving at a speed that reflects how it's actually trending, so stalled or at-risk deals stand out immediately instead of getting buried in a spreadsheet.