# Ask, don’t search: Practical Slackbot Slack Community: Colombo Chapter · 2026-09-09 · 19:00–20:00 IST (UTC+05:30) Revised September 10, 2026 from the supplied session material. Demo pages describe walkthroughs; no recordings or execution logs are included. [Open slides](https://marreta27.me/colombo-slackbot/) ## 1. Ask, don't search. 🇱🇰 🇱🇰 Slack Community: Colombo Chapter Ask, don't search. 🇱🇰 Practical Slackbot for Salesforce Admins and Developers Takeshi Hiratsuka Leave a Nest Knowledge Co., Ltd. · Tokyo, Japan September 9, 2026 · 7:00–8:00 PM IST (GMT+5:30) [https://marreta27.me/slackbot-data360/](https://marreta27.me/slackbot-data360/) ## 2. Two questions.Answer in the chat. Ice breaker Two questions. Answer in the chat. Do you use Slack every day? Have you talked to the new Slackbot? 1 / 2 / both / neither [https://slack.com/features/slackbot](https://slack.com/features/slackbot) ## 3. How do you talkto your family? Before we start How do you talk to your family? WhatsApp? LINE? iMessage? Tell us in the chat. [https://slack.com/pricing](https://slack.com/pricing) ## 4. Slack Pro Plan connects me with my family! Before we start Slack Pro Plan connects me with my family! I like Slack so much that my wife and I have our own workspace. On the Pro plan, of course. [https://slack.com/pricing](https://slack.com/pricing) ## 5. Takeshi Hiratsuka 平塚 武 Who is talking Takeshi Hiratsuka 平塚 武 Board Member, Leave a Nest Knowledge Co., Ltd. · Tokyo Salesforce Architect · Founder, Data 360 AI Lab Global conference stages Dreamforce 2025 TDX 2026 Tableau Conference 2026 Salesforce Developer Group, Orlando Aug 2026 Slack Community, Colombo Sep 9, 2026 DATA Saber Datablazer DataFam Rising Stars Snowflake Squad Tableau Ambassador 2026 [https://marreta27.me/slackbot-data360/](https://marreta27.me/slackbot-data360/) ## 6. Slack is the system of engagement Where Slack sits Slack is the system of engagement Slackbot lives in the top layer. It reaches the work below it, and the context below that. [https://www.salesforce.com/blog/frontier/](https://www.salesforce.com/blog/frontier/) ## 7. Two Slackbots Same name, different thing Two Slackbots Early daysReminders, custom responses. All plans. Oct 2025Announced at Dreamforce Jan 13, 2026GA: Business+, Enterprise+ Mar–Apr 202630+ new features Jul 29, 2026Surfaces and other advanced features The name stayed. Everything else became a personal AI agent. [https://www.salesforce.com/news/press-releases/2026/01/13/slackbot-announcement/](https://www.salesforce.com/news/press-releases/2026/01/13/slackbot-announcement/) · [https://techcrunch.com/2026/01/13/slackbot-is-an-ai-agent-now](https://techcrunch.com/2026/01/13/slackbot-is-an-ai-agent-now) · [https://slack.com/blog/news/slackbot-july-surfaces-slide-creation-code](https://slack.com/blog/news/slackbot-july-surfaces-slide-creation-code) ## 8. Five things Slackbot does today What it does Five things Slackbot does today 1 FindSearch and summarize across channels, threads, files 2 CreateCanvases, drafts, agendas 3 RunRecurring tasks, skills 4 ConnectSalesforce, Data 360, tools via MCP 5 BuildSurfaces: reports, dashboards One rule: it only sees what you can see. [https://slack.com/help/articles/202026038-How-to-work-with-Slackbot](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) · [https://slack.com/help/articles/52462858006675](https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP) · [https://slack.com/help/articles/53908463892755](https://slack.com/help/articles/53908463892755-Create-interactive-surfaces-with-Slackbot) ## 9. Slackbot by plan Before you try it Slackbot by plan Free, ProPreview only Business+15 messages per member per week Enterprise+No weekly message cap; usage policies apply Salesforce org connectedFlex Credits extend Free, Pro and Business+ Skills: Free requires Flex Credits Tasks: up to 3 automatic runs a day [https://slack.com/help/articles/53579676130195-Slackbot-limits-and-credit-usage](https://slack.com/help/articles/53579676130195-Slackbot-limits-and-credit-usage) ## 10. 01Morning Use case 1 🌅 ☕ ⏰ 01Morning Set the meeting without opening a calendar. Slackbot reads your calendar · 2 slides + demo [https://slack.com/help/articles/202026038-How-to-work-with-Slackbot](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) ## 11. "Find a slot with George and Yuji this week and set it up." 🌅 Use case 1: Morning "Find a slot with George and Yuji this week and set it up." Before Open three calendars Hunt for a free 30 minutes Create the event, invite, notify With Slackbot One ask, in the DM you are already in It checks all three calendars and proposes slots You pick one. It sets the meeting up GA Calendar actions require connected Google / Microsoft accounts and enterprise search [https://slack.com/help/articles/202026038-How-to-work-with-Slackbot](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) · [https://www.salesforce.com/news/press-releases/2026/01/13/slackbot-announcement/](https://www.salesforce.com/news/press-releases/2026/01/13/slackbot-announcement/) · [Slack updates: calendar actions](https://slack.com/help/articles/115004846068-Slack-updates-and-changes/) ## 12. Calendar scheduling 🌅 Use case 1: Morning Demo walkthrough Calendar scheduling Ask for a slot with George and Yuji. Watch Slackbot check three calendars and set the meeting. Session walkthrough. No recording is embedded. [https://slack.com/help/articles/202026038-How-to-work-with-Slackbot](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) ## 13. Point Slackbot at the context 🌅 Use case 1: Morning Point Slackbot at the context Vague"Make an agenda for my meeting with @George and @Yuji." Grounded"Agenda for Thursday with @George and @Yuji, from #q3-launch since Sep 2 and our last meeting canvas." Vague"What needs my attention?" Grounded"Which DMs or mentions do I need to follow up on this morning?" Name the channel, the file, the record. [https://slack.com/help/articles/202026038-How-to-work-with-Slackbot](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) ## 14. 02Evening Use case 2 🌇 📝 ✅ 02Evening Stop writing the daily report. Recurring tasks and skills · 2 slides + demo [https://slack.com/help/articles/202026038-How-to-work-with-Slackbot](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) ## 15. Stop writing the daily report 🌇 Use case 2: Evening Stop writing the daily report The habit 18:00. Open a doc. Rebuild the day from memory. The idea The day already happened in Slack. The report is generated from it. You add one line. Recurring tasks + skills [https://slack.com/help/articles/202026038-How-to-work-with-Slackbot](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) ## 16. A task that runs itself 🌇 Use case 2: Evening A task that runs itself Tasks tab: "Every weekday at 18:00, summarize my messages, threads and decisions. Post to #daily-report." Slackbot drafts it. You confirm. Optional: a skill fixes the format for the team. GA 3 automatic runs/day · Free skills require Flex Credits [https://slack.com/help/articles/202026038-How-to-work-with-Slackbot](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) · [https://slack.com/help/articles/53579676130195](https://slack.com/help/articles/53579676130195-Slackbot-limits-and-credit-usage) · [https://slack.com/help/articles/51448833927187](https://slack.com/help/articles/51448833927187-Browse-share-and-create-Slackbot-skills) ## 17. Recurring daily report 🌇 Use case 2: Evening Demo walkthrough Recurring daily report Create the 18:00 task, run it once, and open #daily-report. Session walkthrough. No recording is embedded. [https://slack.com/help/articles/202026038-How-to-work-with-Slackbot](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) ## 18. Don't search.Don't write.Ask. Unlearn Don't search. Don't write. Ask. Slackbot starts from the context you already have. [https://slack.com/blog/news/slackbot-context-aware-ai-agent-for-work](https://slack.com/blog/news/slackbot-context-aware-ai-agent-for-work) ## 19. 03Daytime Use case 3 ☀️ 📱 💼 03Daytime Move a deal forward from your phone. Salesforce and Slackbot · 3 slides + demo [https://slack.com/help/articles/202026038-How-to-work-with-Slackbot](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) ## 20. Manage Opportunities from Slack posts ☀️ Use case 3: Daytime Manage Opportunities from Slack posts The post is the input A teammate posts in #acme-deal: "They want a revised quote. Slipping to next month." In the thread: "Update the Acme opportunity from this." Review the change. Confirm. No tab switch. What makes it possible No MCP needed. A connected org already lets Slackbot read and update records MCP adds reach. Per-object tools, Data 360, Tableau Next Salesforce permissions still apply GA Eligible Business+ / Enterprise plans; Slackbot and Salesforce access [https://slack.com/help/articles/47554511515283](https://slack.com/help/articles/47554511515283-Manage-Slackbot-access-to-connected-Salesforce-organizations) · [https://slack.com/help/articles/30754346665747](https://slack.com/help/articles/30754346665747-Connect-Salesforce-and-Slack) · [https://slack.com/help/articles/52462858006675](https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP) ## 21. Update an opportunity ☀️ Use case 3: Daytime Demo walkthrough Update an opportunity From a post in the channel to an updated Opportunity. Confirm the write. Session walkthrough. No recording is embedded. [https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP](https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP) ## 22. Native Charts: the answer, drawn ☀️ Use case 3: Daytime Native Charts: the answer, drawn "No underlying report built, no waiting for an admin to build one." Slack, Feature Drop, May 29, 2026 Ask Slackbot to chart what it just answered Seconds, in the thread, shared with the team Why an admin should care The report request that used to land in your queue does not arrive. Your job moves from building the report to making sure the numbers behind it are right. Official blog: staged rollout, check workspace access Business+ V2 · Business+ V1 (AI) · Enterprise+ V2 · Enterprise Select (AI) · Enterprise Grid (AI) [https://slack.com/blog/news/feature-drop-may2026](https://slack.com/blog/news/feature-drop-may2026) ## 23. Chart the answer ☀️ Use case 3: Daytime Demo walkthrough Chart the answer Ask for this month's closing opportunities. Then: "chart it." Session walkthrough. No recording is embedded. [https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP](https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP) · [https://slack.com/features/slackbot](https://slack.com/features/slackbot) ## 24. First: what is a surface? From answer to artifact First: what is a surface? An interactive report or dashboard that Slackbot builds when you ask for one. Built from what you can see in Slack, plus connected sources Comes back with themes, trends and suggested actions Stored as a file. Shared by link, or pinned as a tab Example prompts Summarize weekly support volume for Q2 in an interactive report. Show my pipeline by stage, with the largest opportunities. Name the data sources in the ask. [https://slack.com/help/articles/53908463892755-Create-interactive-surfaces-with-Slackbot](https://slack.com/help/articles/53908463892755-Create-interactive-surfaces-with-Slackbot) ## 25. Where the report goes, and what it will not do From answer to artifact Where the report goes, and what it will not do Share it in the channel where the question was asked Pin it as a tab: the team stops asking you People can comment on it, in place Know Static: re-run for fresh data Not in Slack Connect yet Available to members with Slackbot access GA (Help Center) Confirm Slackbot access and current usage limits [https://slack.com/help/articles/53908463892755-Create-interactive-surfaces-with-Slackbot](https://slack.com/help/articles/53908463892755-Create-interactive-surfaces-with-Slackbot) · [https://slack.com/blog/news/slackbot-july-surfaces-slide-creation-code](https://slack.com/blog/news/slackbot-july-surfaces-slide-creation-code) ## 26. Build and share a surface From answer to artifact Demo walkthrough Build and share a surface Ask for a pipeline report. Share it in a channel. Session walkthrough. No recording is embedded. [https://slack.com/help/articles/53908463892755-Create-interactive-surfaces-with-Slackbot](https://slack.com/help/articles/53908463892755-Create-interactive-surfaces-with-Slackbot) ## 27. "SlackHTML": one HTML file that opens inside Slack From answer to artifact Community practice, not a Slack feature "SlackHTML": one HTML file that opens inside Slack Term coined by George Yoshida, CIO, Leave a Nest Attach a single-file HTML; it renders in the Slack app Slackbot can generate one Community observations, Aug–Sep 2026 One file: images and scripts inline 1 MB or more for mobile, 10 MB max No JavaScript on mobile [https://note.com/geeorgey/n/n929ff231360d](https://note.com/geeorgey/n/n929ff231360d) ## 28. Open an HTML attachment SlackHTML Demo walkthrough Open an HTML attachment Attach one HTML file. Open it inside Slack. Session walkthrough. No recording is embedded. [https://note.com/geeorgey/n/n929ff231360d](https://note.com/geeorgey/n/n929ff231360d) ## 29. What if you could act, not just check the data? One step further Implementation example What if you could act, not just check the data? "Find APAC accounts with a renewal this quarter and no activity in 60 days. Make it a segment for the autumn campaign." Marketing Cloud Next segments are built on the Unified Individual object in a Data 360 data space. Not a separate audience database. Discover the tools at runtime search: find segment or activation operations payload_examples: inspect the schema; execute: call the selected tool Requires Data 360, API v66.0+, OAuth and appropriate permissions [developer.salesforce.com/docs/platform/hosted-mcp-servers (Data 360 MCP reference)](https://developer.salesforce.com/docs/platform/hosted-mcp-servers/references/reference/data360-mcp.html) · [help.salesforce.com (Marketing Cloud Next: create a segment)](https://help.salesforce.com/s/articleView?id=mktg.mktg_audiences_segment_create_manual.htm) ## 30. Leave a Nest Group architecture Implementation context Leave a Nest Group architecture Sales Cloud and Heroku supply Data 360. Marketing Cloud Next and Tableau Next use that context, with Slack across the workflow. Architecture from the supplied session material. [https://marreta27.me/slackbot-data360/](https://marreta27.me/slackbot-data360/) ## 31. Create and review a segment One step further Demo walkthrough Create and review a segment Define the audience, inspect the matching records, then review publication and activation settings. Session walkthrough. No recording is embedded. [developer.salesforce.com/docs/platform/hosted-mcp-servers (Data 360 MCP)](https://developer.salesforce.com/docs/platform/hosted-mcp-servers/references/reference/data360-mcp.html) ## 32. Behind the action Implementation example Behind the action You→ Slackbot→ MCP→ Data 360→ Segment→ Marketing Cloud Next The intended flow Discover the operation with search, inspect its payload, then execute Translate the request into filters on Unified Individual Only with tools and data you may use What decides if the action is right Admins: which MCP server, read or write, for whom Data: identity resolution, meaning of each field Same words, different data, different segment The action is decided in the layers below Slack. Full story: marreta27.me/slackbot-data360 [developer.salesforce.com/docs/platform/hosted-mcp-servers (Data 360 MCP reference)](https://developer.salesforce.com/docs/platform/hosted-mcp-servers/references/reference/data360-mcp.html) · [https://slack.com/help/articles/52462858006675](https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP) · [https://marreta27.me/slackbot-data360/](https://marreta27.me/slackbot-data360/) ## 33. Your first step: get an org you can break Tomorrow Your first step: get an org you can break 1 · Trailhead Quick Start Connect Your Agentforce Org with Slack. Guided, hands on, one badge. 2 · Developer Edition A free Salesforce Platform environment with Agentforce and Data 360. [trailhead.salesforce.com/.../quick-start-connect-your-agentforce-org-with-slack](https://trailhead.salesforce.com/content/learn/modules/quick-start-connect-your-agentforce-org-with-slack) · [https://www.salesforce.com/products/free-trial/developer/](https://www.salesforce.com/products/free-trial/developer/) ## 34. Ask, don't search. Thank you Ask, don't search. Explore the English and Japanese slides, then continue with the related Data 360 session. Takeshi Hiratsuka Leave a Nest Knowledge Co., Ltd. · Tokyo, Japan linkedin.com/in/takeshi-hiratsuka Connect on LinkedIn [https://marreta27.me/slackbot-data360/](https://marreta27.me/slackbot-data360/) ## 35. Turning it on: two steps, then two more Appendix: For Admins Not in the main talk Turning it on: two steps, then two more Baseline Connect the Salesforce org to Slack Map Slack members to Salesforce users Optional: finer control and more reach Add a Salesforce MCP server Review the tools. Choose who can use them SObject ReadsSearch, retrieve SObject MutationsCreate, update SObject DeletesDelete SObject AllFull CRUD Data 360SQL across Data Cloud Tableau NextBI, semantic layer Requires Slackbot access, Salesforce permissions and admin configuration [https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP](https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP) · [https://slack.com/help/articles/30754346665747-Connect-Salesforce-and-Slack](https://slack.com/help/articles/30754346665747-Connect-Salesforce-and-Slack) ## 36. Your automation becomes a tool Slackbot can call Appendix: For Developers Not in the main talk Your automation becomes a tool Slackbot can call Custom MCP servers can expose: Apex Actions Lightning Flows Apex REST API Catalog Prompt Builder Agentforce agents GA [https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP](https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP) · [https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide](https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide) ## 37. Not shown today Backup for Q&A Official announcement; confirm availability Not shown today Code ExecutionAnnounced Jul 29, 2026. Plan scope not in Help Center Slide CreationSame Image GenerationSame Surfaces auto-refreshBlog says yes with a skill; Help Center says static Check Help Center guidance for usage conditions. Label blog announcements and community observations separately. [https://slack.com/blog/news/slackbot-july-surfaces-slide-creation-code](https://slack.com/blog/news/slackbot-july-surfaces-slide-creation-code) · [https://prompthacker.ai/slackbot-advanced-features-surfaces-code-slides](https://prompthacker.ai/slackbot-advanced-features-surfaces-code-slides) · [https://slack.com/help/articles/53908463892755](https://slack.com/help/articles/53908463892755-Create-interactive-surfaces-with-Slackbot) ## 38. Trust: what Slack says Backup for Q&A Trust: what Slack says Slackbot only surfaces what you can already see Customer data is not used to train models Review proposed changes; Salesforce MCP provides governed, auditable access Admins can turn Slackbot on or off org-wide Admins choose the MCP server (read or write) and who uses it [https://slack.com/help/articles/202026038](https://slack.com/help/articles/202026038-How-to-work-with-Slackbot) · [https://slack.com/features/slackbot](https://slack.com/features/slackbot) · [https://www.salesforce.com/slack/slackbot/](https://www.salesforce.com/slack/slackbot/) · [https://slack.com/help/articles/52462858006675](https://slack.com/help/articles/52462858006675-Connect-Slackbot-to-Salesforce-with-MCP) · [Salesforce Hosted MCP](https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide)