쉐도잉 연습: Connect Slack to Salesforce with Hosted MCP Servers | Salesforce Headless 360 Decoded - 영상으로 영어 말하기 배우기

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What if users could work on Salesforce records and trigger business processes all through a single Slack conversation without opening Salesforce?

Today, I'll show you how to configure this in Slack and how to run it in Slack bot and Salesforce-sourced MCP servers.

Hi, and welcome to this episode.

My name is Philippe Ozil.

I'm a developer advocate at Salesforce.

We'll start with why Slack is the engagement layer for Salesforce,

then we'll walk you through how to configure Slackbot to connect with Salesforce's MCP servers,

and finally, we'll look at some real-world use cases.

Slack is the work OS where most teams collaborate, so it feels natural to extend it to avoid context switching between apps.

center of this experience is slackbot a single ai interface for every conversation file channel

and apps across your organization slack could already integrate with third-party systems

but what's new now is

that slackbot can seamlessly work with any mcp server such as the sessos hosted mcp servers

and this is precisely what we'll focus on in this video in case you missed the other episodes of this series, the Model Context Protocol or MCP is an open standard

that lets AI agents interact with external tools and data sources from various vendors.

Cessos exposes a set of hosted MCP servers giving any MCP compatible client secure governed access to work with records

and execute actions directly from the Cessos orgs.

With the standard servers, you can perform CRUD operations on Cessos records, Access Tableau, Data360 and much more.

And beyond the standard servers, developers can also expose specific business logic by building custom MCP servers with custom tools such as Apex Actions,

Flows, Apex REST Endpoints, Name Queries, Agent Force Agents, and Prompt Builder Templates.

Setting up Slackbot to work with self-assisted MCP servers is very simple.

There are no URLs to copy, no OAuth configuration, and no external client app to set up.

This requires zero custom code.

The entire setup lives in the Slack admin UI and it takes just a few steps as I will demo next.

Before getting started, we'll need a few things that I won't demonstrate in this video for the sake of time.

You need a paid Slack plan, at least one Salesforce org already connected to Slack,

Slack org or workspace admin access, a Salesforce administrator access, one or more active Salesforce hosted MCP server.

Now that we've cleared the prerequisites, let's get to the setup.

First, I'll navigate to the MCP server configuration page in Slack.

The path to this page depends on your plan.

In this video, I'm using an enterprise grid.

The layout is the same for enterprise plus.

You navigate to your organization name, then tools and settings, organization settings,

Salesforce, and then finally, MCP servers.

For Business Plus and Enterprise Select, the flow is a bit different as you can see here.

Once you're on the MCP server configuration page, let's add your server.

You click Add MCP server.

Choose the server you want to add from the list of active Salesforce hosted MCP servers, like for example, S-Objectall, Data360, or any other custom servers.

Click add, then review the tools the server exposes.

Click next.

If you're on Enterprise Grid or Enterprise Plus, you'll need to select which workspaces the server will be available in before proceeding.

Now that your servers are added, you can figure who can access them.

Either everyone from your org, specific people or groups, or no one for now.

This is useful if you want to enable the server later.

Your MCP server is now active and Slackbot can use it on behalf of anyone with access.

Salesforce MCP servers in Slackbot are permission-aware by design.

Your Slack user is mapped to your Salesforce user.

Your Salesforce user has a profile and possibly some permission sets and sharing rules that control your access.

In particular, which MCP tools you have access to.

Every action Slackbot takes respects the user access and adheres to the standard Salesforce security model.

In other words, users only see and act on what they're allowed to in Salesforce.

Slack admins can adjust access, update permissions, or remove the server entirely from the Slack organization admin UI at any time.

Security is also handled at the Slack user level with prompts to prevent accidental use of MCP tools.

must explicitly approve the use of a tool before slackbot can execute an action on their behalf now

that you know how security works let's look at some practical examples

for today's demo we'll use northern trail outfitters a fictitious outdoors gear vendor

imagine a northern trail outfitters sales rep but has a call in an hour with one of their customers Alpine trackers.

Instead of opening Salesforce, navigating to the account page and cross-referencing opportunities, cases, and activities to prepare the case,

they just ask Slackbot one thing.

Run a health check on the AlpineTracker's account.

Slackbot uses a tool from the standard SObjectAlt MCP server to identify the account based on its name.

It then calls a custom health check tool that uses a flow.

The flow retrieves additional data from related cases,

opportunities and activities to calculate a health score based on precise business rules

The health check indicates that the Alpine Tracker's account is at risk because of an unresolved critical support case

Once the sales rep reviews the Alpine Tracker's account health, they ask Slackbot to help plan for the customer meeting

Slackbot uses another custom tool to identify the meeting stakeholders from the Salesforce contacts related to the account

and creates an activity record to prepare for the meeting.

All of this happened directly in Slack without contact switching or opening multiple tabs.

That's it for today!

You've seen how Slackbot uses Salesforce hosted NCP servers to interact

with your Salesforce org directly from Slack where your team is already working.

You've learned how to configure Slackbot and you saw some practical examples of running custom business processes directly from Slack.

Now it's your turn to connect Slackbot to your Salesforce org.

Try configuring MCP servers to power your own team's workflows and leverage Slack as your engagement layer.

Thank you for watching, I hope that you've enjoyed this video.

Make sure to like and subscribe to our channel and let us know in the comments if you found it useful.

See you in the next episode!

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FOR YOU

이 레슨의 어휘와 말하기 포인트

이 영상에는 섀도잉할 문장 78개와 단어 1079개가 있습니다. 말하는 구간의 길이는 7:21입니다. 화자는 분당 약 147단어의 일정한 속도로 말해서 섀도잉하기에 편한 속도입니다. 영어에서 가장 많이 쓰이는 3,000단어에 속하는 단어가 73%뿐이라 어휘가 어려운 편입니다.

이 영상의 핵심 어휘

영상에 나오는 익혀 둘 만한 단어 15개를 발음, 뜻과 함께 정리했습니다.

단어	발음	뜻
server 명사	/ˈsɝvɚ/	서버, 봉사기
custom 명사	/ˈkʌstəm/	습관, 풍속
enterprise 명사	/ˈɛntəˌpɹaɪz/	사업, 기업
connect 동사	/kəˈnɛkt/	잇다, 연결하다
practical 형용사	/ˈpɹæk.tɪ.kəl/	실질적인
select 동사	/sɪˈlɛkt/	고르다
trail 명사	/tɹeɪl/	흔적, 자국
layer 명사	/ˈleɪ̯ɚ/	층
grid 명사	/ɡɹɪd/	격자, 그리드
demo 명사	/ˈdɛm.oʊ/	데모
execute 동사	/ˈɛksɪˌkjuːt/	처형하다
vendor 명사	/ˈvɛn.dɚ/	판매인, 판매자
assist 동사	/əˈsɪst/	돕다
indicate 동사	/ˈɪndɪˌkeɪt/	가리키다
trigger 명사	/ˈtɹɪɡɚ/	방아쇠

이 영상의 문법

화자가 가장 많이 쓰는 문형을 영상 속 실제 표현과 함께 정리했습니다.

문형	영상 속 표현
현재완료 have/has + 과거분사 — 과거의 일이 지금도 관련이 있을 때	we've cleared · You've seen · You've learned
수동태 be + 과거분사 — 누가 하는지보다 무슨 일이 일어나는지에 초점	are added · is mapped · is also handled

주의할 발음

화자는 we'll, you've, I'll 같은 축약형과 약화된 형태를 19번 사용합니다. 들리는 대로 짧게 발음하세요.

“sh”와 “zh” 소리: configuration /kənˌfɪɡ.əˈɹeɪ̯.ʃən/, fictitious /fɪkˈtɪʃəs/
긴 단어 — 강세 위치에 주의: configuration /kənˌfɪɡ.əˈɹeɪ̯.ʃən/, developer /dɪˈvɛləpɚ/, administrator /ədˈmɪn.ɪ.stɹeɪ.tɚ/, compatible /kəmˈpæt.ə.bəl/, collaborate /kəˈlæb.ə.ɹeɪt/

이 영상으로 연습하는 방법

먼저 말하지 않고 영상을 끝까지 듣고 모르는 단어를 적어 둡니다.
보통 속도로 한 문장씩 섀도잉하고, 화자의 리듬과 맞을 때까지 반복합니다.
자신의 목소리를 녹음해 원본과 비교하고, server, custom, enterprise 같은 단어에 특히 주의합니다.

쉐도잉이란? 영어 실력을 빠르게 키우는 과학적 방법

쉐도잉(Shadowing)은 원래 전문 통역사 훈련을 위해 개발된 언어 학습 기법으로, 다언어 학자인 Dr. Alexander Arguelles에 의해 대중화된 방법입니다. 핵심 원리는 간단하지만 매우 강력합니다: 원어민의 영어를 들으면서 1~2초의 짧은 지연으로 즉시 소리 내어 따라 말하는 것——마치 '그림자(shadow)'처럼 화자를 따라가는 것입니다. 문법 공부나 수동적인 청취와 달리, 쉐도잉은 뇌와 입 근육이 동시에 실시간으로 영어를 처리하고 재현하도록 훈련합니다. 연구에 따르면 이 방법은 발음 정확도, 억양, 리듬, 연음, 청취력, 말하기 유창성을 크게 향상시킵니다. IELTS 스피킹 준비와 자연스러운 영어 소통을 원하는 분들에게 특히 효과적입니다.

섀도잉 방법: 단계별 전체 가이드 읽기 →

쉐도잉 연습: Connect Slack to Salesforce with Hosted MCP Servers | Salesforce Headless 360 Decoded - 영상으로 영어 말하기 배우기

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