Shadowing Practice: Connect Slack to Salesforce with Hosted MCP Servers | Salesforce Headless 360 Decoded - Learn English Speaking with Video
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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?
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Today, I'll show you how to configure this in Slack and how to run it in Slack bot and Salesforce-sourced MCP servers.
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Hi, and welcome to this episode.
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My name is Philippe Ozil.
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I'm a developer advocate at Salesforce.
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We'll start with why Slack is the engagement layer for Salesforce,
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then we'll walk you through how to configure Slackbot to connect with Salesforce's MCP servers,
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and finally, we'll look at some real-world use cases.
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Slack is the work OS where most teams collaborate, so it feels natural to extend it to avoid context switching between apps.
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center of this experience is slackbot a single ai interface for every conversation file channel
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and apps across your organization slack could already integrate with third-party systems
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but what's new now is
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that slackbot can seamlessly work with any mcp server such as the sessos hosted mcp servers
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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
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that lets AI agents interact with external tools and data sources from various vendors.
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Cessos exposes a set of hosted MCP servers giving any MCP compatible client secure governed access to work with records
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and execute actions directly from the Cessos orgs.
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With the standard servers, you can perform CRUD operations on Cessos records, Access Tableau, Data360 and much more.
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And beyond the standard servers, developers can also expose specific business logic by building custom MCP servers with custom tools such as Apex Actions,
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Flows, Apex REST Endpoints, Name Queries, Agent Force Agents, and Prompt Builder Templates.
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Setting up Slackbot to work with self-assisted MCP servers is very simple.
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There are no URLs to copy, no OAuth configuration, and no external client app to set up.
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This requires zero custom code.
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The entire setup lives in the Slack admin UI and it takes just a few steps as I will demo next.
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Before getting started, we'll need a few things that I won't demonstrate in this video for the sake of time.
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You need a paid Slack plan, at least one Salesforce org already connected to Slack,
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Slack org or workspace admin access, a Salesforce administrator access, one or more active Salesforce hosted MCP server.
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Now that we've cleared the prerequisites, let's get to the setup.
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First, I'll navigate to the MCP server configuration page in Slack.
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The path to this page depends on your plan.
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In this video, I'm using an enterprise grid.
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The layout is the same for enterprise plus.
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You navigate to your organization name, then tools and settings, organization settings,
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Salesforce, and then finally, MCP servers.
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For Business Plus and Enterprise Select, the flow is a bit different as you can see here.
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Once you're on the MCP server configuration page, let's add your server.
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You click Add MCP server.
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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.
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Click add, then review the tools the server exposes.
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Click next.
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If you're on Enterprise Grid or Enterprise Plus, you'll need to select which workspaces the server will be available in before proceeding.
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Now that your servers are added, you can figure who can access them.
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Either everyone from your org, specific people or groups, or no one for now.
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This is useful if you want to enable the server later.
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Your MCP server is now active and Slackbot can use it on behalf of anyone with access.
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Salesforce MCP servers in Slackbot are permission-aware by design.
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Your Slack user is mapped to your Salesforce user.
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Your Salesforce user has a profile and possibly some permission sets and sharing rules that control your access.
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In particular, which MCP tools you have access to.
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Every action Slackbot takes respects the user access and adheres to the standard Salesforce security model.
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In other words, users only see and act on what they're allowed to in Salesforce.
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Slack admins can adjust access, update permissions, or remove the server entirely from the Slack organization admin UI at any time.
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Security is also handled at the Slack user level with prompts to prevent accidental use of MCP tools.
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must explicitly approve the use of a tool before slackbot can execute an action on their behalf now
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that you know how security works let's look at some practical examples
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for today's demo we'll use northern trail outfitters a fictitious outdoors gear vendor
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imagine a northern trail outfitters sales rep but has a call in an hour with one of their customers Alpine trackers.
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Instead of opening Salesforce, navigating to the account page and cross-referencing opportunities, cases, and activities to prepare the case,
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they just ask Slackbot one thing.
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Run a health check on the AlpineTracker's account.
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Slackbot uses a tool from the standard SObjectAlt MCP server to identify the account based on its name.
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It then calls a custom health check tool that uses a flow.
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The flow retrieves additional data from related cases,
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opportunities and activities to calculate a health score based on precise business rules
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The health check indicates that the Alpine Tracker's account is at risk because of an unresolved critical support case
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Once the sales rep reviews the Alpine Tracker's account health, they ask Slackbot to help plan for the customer meeting
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Slackbot uses another custom tool to identify the meeting stakeholders from the Salesforce contacts related to the account
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and creates an activity record to prepare for the meeting.
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All of this happened directly in Slack without contact switching or opening multiple tabs.
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That's it for today!
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You've seen how Slackbot uses Salesforce hosted NCP servers to interact
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with your Salesforce org directly from Slack where your team is already working.
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You've learned how to configure Slackbot and you saw some practical examples of running custom business processes directly from Slack.
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Now it's your turn to connect Slackbot to your Salesforce org.
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Try configuring MCP servers to power your own team's workflows and leverage Slack as your engagement layer.
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Thank you for watching, I hope that you've enjoyed this video.
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Make sure to like and subscribe to our channel and let us know in the comments if you found it useful.
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See you in the next episode!
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Bu dersin kelimeleri ve konuşma notları
Bu videoda gölgeleme çalışması için 78 cümle ve 1079 kelime var. Konuşma bölümü 7:21 sürüyor. Konuşmacı dakikada yaklaşık 147 kelimelik dengeli bir hızla konuşuyor; gölgeleme için rahat bir tempo. Kelimelerin yalnızca %73’i İngilizcede en sık kullanılan 3.000 kelime arasında, bu yüzden kelime dağarcığı zorlayıcı.
Bu videodaki önemli kelimeler
Videodan öğrenmeye değer 15 kelime, telaffuzu ve anlamıyla:
| Kelime | Telaffuz | Anlam |
|---|---|---|
| server isim | /ˈsɝvɚ/ | sunucu, server |
| slack sıfat | /slæk/ | gevşek |
| custom isim | /ˈkʌstəm/ | adet, görenek |
| enterprise isim | /ˈɛntəˌpɹaɪz/ | şirket |
| expose fiil | /ɪkˈspoʊz/ | açığa çıkarmak |
| trail isim | /tɹeɪl/ | iz, çığır |
| layer isim | /ˈleɪ̯ɚ/ | katman, tabaka |
| developer isim | /dɪˈvɛləpɚ/ | geliştirici |
| grid isim | /ɡɹɪd/ | şebeke |
| execute fiil | /ˈɛksɪˌkjuːt/ | idam etmek |
| vendor isim | /ˈvɛn.dɚ/ | satıcı |
| assist fiil | /əˈsɪst/ | asist |
| sake isim | /ˈseɪ̯k/ | gaye, kast |
| indicate fiil | /ˈɪndɪˌkeɪt/ | belirtmek, göstermek |
| extend fiil | /ɛkˈstɛnd/ | genişletmek |
Bu videodaki dil bilgisi
Konuşmacının en çok kullandığı yapılar, videodaki sözcüklerin aynısıyla:
| Yapı | Videoda |
|---|---|
| Present perfect have/has + fiilin üçüncü hâli — geçmişte olan ama şimdi de önemli olan bir eylem | we've cleared · You've seen · You've learned |
| Edilgen yapı be + fiilin üçüncü hâli — kimin yaptığı değil, ne olduğu önemli | are added · is mapped · is also handled |
Dikkat edilecek telaffuzlar
Konuşmacı we'll, you've, I'll gibi kısaltılmış biçimleri 19 kez kullanıyor. Bunları duyduğunuz gibi kısa söyleyin.
- “sh” ve “zh” sesleri: configuration /kənˌfɪɡ.əˈɹeɪ̯.ʃən/, fictitious /fɪkˈtɪʃəs/
- Uzun kelimeler — vurguyu doğru yere koyun: configuration /kənˌfɪɡ.əˈɹeɪ̯.ʃən/, developer /dɪˈvɛləpɚ/, administrator /ədˈmɪn.ɪ.stɹeɪ.tɚ/, compatible /kəmˈpæt.ə.bəl/, collaborate /kəˈlæb.ə.ɹeɪt/
Bu videoyla nasıl çalışılır
- Videonun tamamını konuşmadan bir kez dinleyin ve bilmediğiniz kelimeleri not edin.
- Normal hızda cümle cümle tekrar edin; ritminiz konuşmacıyla aynı olana kadar her cümleyi yineleyin.
- Kendinizi kaydedin ve orijinaliyle karşılaştırın; server, slack, custom gibi kelimelere özellikle dikkat edin.
Gölgeleme Tekniği Nedir?
Gölgeleme, başlangıçta profesyonel tercüman eğitimi için geliştirilen ve çok dilli Dr. Alexander Arguelles tarafından popüler hale getirilen, bilim destekli bir dil öğrenme tekniğidir. Yöntem basit ama güçlüdür: ana dili İngilizce olan bir sesi dinler ve hemen yüksek sesle tekrar edersiniz — konuşmacıyı 1-2 saniye gecikmeyle takip eden bir gölge gibi. Pasif dinleme veya dilbilgisi alıştırmalarının aksine, gölgeleme beyninizi ve ağız kaslarınızı gerçek konuşma kalıplarını eşzamanlı olarak işlemeye ve yeniden üretmeye zorlar. Araştırmalar, telaffuz doğruluğu, tonlama, ritim, bağlı konuşma, dinleme anlama ve konuşma akıcılığını önemli ölçüde geliştirdiğini göstermektedir — bu da onu IELTS Konuşma hazırlığı ve gerçek dünya İngilizce iletişimi için en etkili yöntemlerden biri yapar.