For most consulting teams, projects live across too many tools: Salesforce PSA, Slack, Confluence, email… Context switching kills productivity, consumes hours, it’s a hidden cost. In this session, I would love to show how bringing Agentforce and Slack together can change that.
I'll walk through a live scenario where a new project resource is assigned in Salesforce PSA, automatically notified in Slack (because who likes email alerts, right?), and immediately able to access project details and knowledge articles stored in Confluence, all through an Agentforce-powered assistant, all from Slack. Behind the scenes, Flow automations handle the orchestration, while Data Cloud connects Agentforce with Confluence, letting users query documentation and best practices without leaving Slack.
I'll show how simple configurations like Flows, prompts, and data connections can link what used to be disconnected systems into one seamless workspace. The result: faster onboarding, fewer manual steps, no jumping between tools, and a more efficient way to manage delivery.
If the goal is to make consulting operations more connected and responsive, this is a must-see session!