跟讀練習: Connect Slack to Salesforce with Hosted MCP Servers | Salesforce Headless 360 Decoded - 通過影片學習英語口語
選擇練習模式
每種模式都會開啟全屏練習室。
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如果句子過短或過長，請點選 Edit 進行調整。
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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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本課的詞彙與口語要點
這段影片共有 78 個句子、1079 個單詞可供跟讀。 講話部分時長為 7:21。 說話人語速平穩，每分鐘約 147 個詞，很適合跟讀。 只有 73% 的單詞屬於英語最常用的 3,000 詞，詞彙難度較高。
影片中的重點詞彙
影片中 15 個值得學習的單詞，附發音和釋義：
| 單詞 | 發音 | 釋義 |
|---|---|---|
| server 名詞 | /ˈsɝvɚ/ | 伺服器 /伺服器, 伺服器 |
| custom 名詞 | /ˈkʌstəm/ | 習慣 /習慣, 習俗 /習俗 |
| enterprise 名詞 | /ˈɛntəˌpɹaɪz/ | 企業 /企業 |
| connect 動詞 | /kəˈnɛkt/ | 連線 /連線 |
| expose 動詞 | /ɪkˈspoʊz/ | 揭露, 暴露 |
| configuration 名詞 | /kənˌfɪɡ.əˈɹeɪ̯.ʃən/ | 編排 /編排, 配置 |
| practical 形容詞 | /ˈpɹæk.tɪ.kəl/ | 使用的, 實用 /實用 |
| select 動詞 | /sɪˈlɛkt/ | 選 /選, 挑選 /挑選 |
| trail 名詞 | /tɹeɪl/ | 足跡 /足跡, 蹤跡 /蹤跡 |
| layer 名詞 | /ˈleɪ̯ɚ/ | 層 /層 |
| grid 名詞 | /ɡɹɪd/ | 網格 /網格, 格子 |
| demo 名詞 | /ˈdɛm.oʊ/ | 示範 /示範 |
| interact 動詞 | /ɪn.təˈɹækt/ | 互動 /互動 |
| execute 動詞 | /ˈɛksɪˌkjuːt/ | 處決 /處決, 處死 /處死 |
| vendor 名詞 | /ˈvɛn.dɚ/ | 賣主 /賣主, 賣家 /賣家 |
影片中的語法
說話人最常用的結構，並附上影片中的原話：
| 結構 | 影片中的用法 |
|---|---|
| 現在完成時 have/has + 過去分詞 — 過去發生但與現在仍有關聯的事 | we've cleared · You've seen · You've learned |
| 被動語態 be + 過去分詞 — 強調發生了什麼，而不是誰做的 | are added · is mapped · is also handled |
需要注意的發音
說話人用了 19 次縮略和弱讀形式，例如 we'll, you've, I'll。請按聽到的簡短形式來說。
- “sh” 和 “zh” 音: configuration /kənˌfɪɡ.əˈɹeɪ̯.ʃən/, fictitious /fɪkˈtɪʃəs/
- 長單詞——注意重音位置: configuration /kənˌfɪɡ.əˈɹeɪ̯.ʃən/, developer /dɪˈvɛləpɚ/, administrator /ədˈmɪn.ɪ.stɹeɪ.tɚ/, compatible /kəmˈpæt.ə.bəl/, collaborate /kəˈlæb.ə.ɹeɪt/
如何用這段影片練習
- 先完整聽一遍影片，不要開口，記下不認識的單詞。
- 用正常速度逐句跟讀，每句重複到你的節奏與說話人一致為止。
- 錄下自己的聲音並與原聲對比，特別注意 server, custom, enterprise 這類單詞。
什麼是跟讀法？
跟讀法 (Shadowing) 是一種有科學依據的語言學習技巧，最初開發用於專業口譯員的培訓，並由多語言者Alexander Arguelles博士普及。這個方法簡單而強大：您在聽英語母語原聲的同時立即大聲重複——就像是一個延遲1-2秒緊跟說話者的影子。與被動聽力或語法練習不同，跟讀法強迫您的大腦和口腔肌肉同時處理並模模擬實的講話模式。研究表明它能顯著提高發音準確性，語調，節奏，連讀，聽力理解和口語流利度——使其成為雅思口語備考和真實英語交流最有效的方法之一。