Slackforce Surfaces: AI-Built Dashboards, Decks & Reports in Slack

Reports Dig Deeper 9:41 Session #bug-buy-now Financial Forecast Pipeline Galaxy Marketing Campaign FINANCIAL FORECAST Tailwinds Headwinds Enterprise renewals +$4.2M 94% gross retention New logo velocity +$2.6M 38 added in Q3 Pricing uplift +$1.4M +6% list, live in November FX exposure −$0.9M EUR book, unhedged Support hiring lag −$2.1M 11 roles still open Enterprise churn risk −$3.8M 4 accounts up for renewal CLEAR-SKY DEPARTMENTS Month to date, against budget R&D / Engineering 2.4% under budget Budget $1,240k Actual $1,210k Headcount 412 Sales & Marketing 3.1% over budget Budget $2,080k Actual $2,145k Headcount 638 Support 8.7% over budget Budget $610k Actual $663k Headcount 204 FIVE-MONTH OUTLOOK Revenue against plan Oct +5.1% Renewals land early Nov +4.4% Pricing uplift goes live Dec +1.2% Enterprise cycles slow Jan −0.8% Budget resets bite Feb +2.0% New logos recover Confidence: high through December, moderate after Scroll down PIPELINE GALAXY Click on planet to view deal ON TRACK WATCH AT RISK STALLED Your deals Hawksdale — Expansion Meridian Defense — New Helios Propulsion — Renewal Vantage Satcom — New Luna Labs — Expansion The closer to your sun, the more urgent AT RISK Hawksdale — Expansion Hawksdale · $122K Amount $122,400 Probability 20% Stage Discovery Close · 21d out 2026-09-25 No recent activity logged. Deal story · timeline CRM 24 days ago Opportunity created in Discovery. Slack 6 days ago Intro thread opened; buyer has not responded in 6 days. CRM current No demo scheduled, no next step logged. ON TRACK Meridian Defense — New Meridian · $510K Amount $510,000 Probability 75% Stage Contract Close · 7d out 2026-09-11 Deal story · timeline CRM 61 days ago Opportunity created in Qualify. Slack 3 days ago Redlines returned; legal aligned on terms. CRM current Signature routing started. WATCH Helios Propulsion — Renewal Helios · $284K Amount $284,000 Probability 55% Stage Legal review Close · 34d out 2026-10-08 Security review still open with the buyer. Deal story · timeline CRM 40 days ago Renewal opened. Slack 8 days ago Security questionnaire returned. STALLED Vantage Satcom — New Vantage · $92K Amount $92,000 Probability 15% Stage Discovery Close · 52d out 2026-10-26 Contact left the company. Deal story · timeline Slack 19 days ago Contact announced departure. CRM current No replacement contact identified. ON TRACK Luna Labs — Expansion Luna Labs · $168K Amount $168,000 Probability 65% Stage Proposal Close · 17d out 2026-09-21 Deal story · timeline CRM 28 days ago Expansion scoped with the account team. Slack 2 days ago Pricing approved internally. Synced to Salesforce 1 1 Scroll down 🚀 PHASE 01 — LAUNCH CAMPAIGN AUG 24 – SEP 11 Week 1 Teaser · Aug 24 – Aug 28 Brief the creative team JM Done Lock the launch date RK Done Ship the teaser landing page in review LP To do Week 2 Launch · Aug 31 – Sep 4 Send the announcement email JM Done Publish the launch post go live RK To do Partner co-marketing push LP To do Week 3 Nurture · Sep 7 – Sep 11 Retarget engaged visitors JM To do Case study interviews at risk LP To do Scroll down Message… Slackbot Looking at your sales channel Zoe Maxwell Create a weather-themed financial forecast report that looks at the positives (tailwinds) and risks (headwinds) of the business. Slackbot Your forecast is in. Sunny days ahead ☀️ Zoe Maxwell Generate an interactive space-themed dashboard that shows my Salesforce pipeline health 🪐 Slackbot Your guide to the Pipeline Galaxy is ready for exploration 🧑‍🚀 Zoe Maxwell Generate a marketing campaign tracker for our next product launch. Slackbot Your campaign tracker is in! Let's get your new product launched 🚀 Thread Pipeline Galaxy Matt Brewer Today at 2:36 PM @Zoe please take a moment to review our at-risk deals. Reply to thread… Six months ago, Salesforce co-founder Parker Harris made a bold prediction: “You may never log in to Salesforce again.” We call that vision Slackforce: a conversational, AI-powered interface to Salesforce, built directly into the flow of work in Slack. The journey began with Slack CRM, bringing native CRM capabilities directly into Slack. Next, we gave Slackbot the ability to read from, write to, and take action across Salesforce through MCP. Today, we’re taking the most powerful step yet with the introduction of Slackforce Surfaces. Now, you can transform data from Salesforce and beyond into rich, interactive experiences inside Slack, visualized in virtually any way you can imagine. Let's look closer at Slackforce Surfaces. Over the last few years, AI has changed how people write, research, and code. But there's still a huge gap between having the information and turning it into something a team can use together, right where they’re already working. Decisions get made in conversations. The context lives across messages, data, and connected systems. Turning all of that into a dashboard, an executive deck, an ROI calculator, or a report your team uses still means pulling your team out of that conversation to act on it somewhere else. By the time everyone's there, that information is already going stale. A snapshot of what was true the moment you hit "generate" is not what's true now, and any time the numbers move, someone has to manually refresh the data. Slackforce Surfaces lets anyone turn the context of their work into a live, interactive interface just by asking Slackbot. It stays connected to the data behind it and lives in one shared place your team can work in together, refreshing automatically as the underlying data changes. Describe what you need in plain language, and Slackbot can build a dashboard, report, executive HTML deck or interactive experience, grounded in real-time data, without anyone having to leave the conversation to use it. You can even ask Slackbot follow-up questions about your live data right there, whenever you need to. Your data stays current. A Surface isn't an export or a screenshot of what your systems looked like the moment you asked — it's connected to the source. As the pipeline moves, a case gets closed, or a campaign number updates in Salesforce, the Surface reflects it automatically, so you're never making a call off numbers that were true yesterday. It's built on your actual business data. A Surface pulls directly from the conversation and whatever's connected to Slack: Salesforce, your Slack history, and the other tools and enterprise data your team already relies on. Customer contacts, a pipeline forecast, a product analysis, a marketing campaign report — whatever you're working from can become a Surface right from the conversation. Slackforce Surfaces are built under your existing permissions, so you only ever see what you're already allowed to see. Your team works in it. A Surface isn't something you build alone and hand off. It's an interactive, live interface your whole team can filter, explore, comment on, and act on together, in real time. Pin it to a channel and it becomes part of the workspace, instead of disappearing into a folder or scrolling away in a thread. Now everyone's looking at the same thing at the same time, and able to weigh in. Anyone can build. You don’t need to know how to create a dashboard or design an executive presentation. You bring the question, and Slackbot brings the business context and the skills to build the surface. It starts with a single prompt. Tell Slackbot what you want to understand, communicate, or accomplish, and it builds the right Surface from the context and data already available to you. There’s no fixed template or prescribed format. Slackbot can determine how best to express the work — from an interactive dashboard or executive presentation to a microsite, calculator, or entirely new experience — and style it for the audience and purpose. From there, the Surface becomes a shared place to understand and act. Your team can explore the data, drill into the records and messages behind it, discuss what they’re seeing, and take the next step without breaking the flow of work. That’s the real benefit of Slackforce Surfaces: the conversation doesn’t end with an answer. It becomes a living interface your team uses to get the work done. The best way to see what a Surface can be is to look at what people are already building. Across sales, customer service, marketing, IT, and support, the details may change, but the pattern doesn't: someone had a question or a mess of data, described it to Slackbot, and got back something the whole team could use to drive business forward. A sales rep turns their Salesforce pipeline into a daily, prioritized view, customized with their favorite space theme. Every deal shows up as its own object, moving at a speed that reflects how it's actually trending, so stalled or at-risk deals stand out immediately instead of getting buried in a spreadsheet. A marketer turns their go-to-market plan into an executive presentation to give leadership the right story and visibility. Ahead of a launch, they gave Slackbot the GTM document and it came back with pilot proof points, GTM targets, Agentforce Marketing campaign data, and specific sign-offs leadership needed, all built into one interface and ready for approval. An IT team wanted to keep an eye on AI adoption and token usage without it piling up unnoticed. With a Surface tracking spend and ROI, a fresh version lands in Slack automatically, so they can catch runaway usage early instead of getting hit with a surprise bill later. A service leader turns their support queue from Agentforce Service into a live triage board, surfacing SLA breaches, case severity, and customer tier the moment they matter, so the board replaces the status update someone used to have to chase down. A finance leader wants to turn a financial forecast report into something leadership can read in seconds. In this example, they create a weather-themed Surface that looks at tailwinds and headwinds and shows the positives and risks side by side, built from budget and variance data, so it's ready to put in front of leadership without a second look. Your Salesforce data is already there: pipelines, cases, campaigns, accounts. Slackforce Surfaces make it work harder. The same records become dashboards, decks, and reports on their own, right in the conversation, no BI team or extra tool required. That's your Salesforce investment compounding, showing up and paying off everywhere your team already works. Slackforce Surfaces is available today for customers on Enterprise+, Business+, Pro, Legacy, and Free Teams who have Slackbot enabled for their workspace. Live data feature begins rollout in October. "We handle millions of customer inquiries a year, so getting our people the right context fast is important. Slack Surfaces helps anyone on the team describe what they need and get a real, working interface back and built from data we already have." Elia Wallen Founder and CEO, Engine Slackforce Surfaces shift what it means to build in Slack. I stumbled onto Surfaces by accident and within a week it changed how 21b shares metrics internally. No more decks or exports, just live interactive views right in the channel where the conversation is happening. Matt Roy Founder, 21b Slackforce Surfaces is one of those features that make you think, ‘Oh, we can build THAT in Slack?’ Turning data into a beautiful, interactive interface the whole team can act on is a game changer. Piyusha Pilania Solutions Architect, Implementology Slack Lists at scale, plus Slackforce Surfaces to visualize it — that's the future of work management. Our customers are proving it by eliminating other tools entirely, no BI team required. Daniel Sanchez VP, Delivery & Technology, govSlackers Get started with Slack for free. Fast setup, zero commitment. Get Slack Already using Salesforce? Learn how to connect a free Slack workspace to your Salesforce instance today. Learn how Watch a demo. See how Slack works seamlessly across Salesforce’s deeply unified platform. Get in touch — Company newsroom — sourced from Salesforce. Matter furnished by the company. Not a Notice Nearby paid placement. This page reprints matter furnished by the company from its official newsroom. Notice Nearby did not write this release. Read the original: https://www.salesforce.com/news/linked-content/your-vision-your-data-now-with-a-ui-introducing-slack-surfaces