Get Started with Slack Actions in Salesforce Flow | Mini Hacks Solved

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  • เผยแพร่เมื่อ 30 ก.ค. 2024
  • Watch this episode to learn how to use Slack Core Actions in Flow. You’ll learn to integrate Salesforce and Slack and see how to create channels and send formatted messages to Slack from Flow.
    Enable Slack for Salesforce Integrations - help.salesforce.com/s/article...
    Salesforce for Slack App - myslacktestbedgroup.slack.com...
    Slack Flow Core Actions Documentation - help.salesforce.com/s/article...
    Markdown formatting for Block Kit messages - api.slack.com/reference/surfa...
    Features and Tools needed:
    Slack, Salesforce Flows, Standard Slack Actions in Flow, The new Salesforce for Slack app on Slack
    Timestamps:
    00:00 Introduction
    00:47 What is Slack?
    01:27 Slack UI
    02:28 Requirements Walkthrough
    03:39 Salesforce and Slack Integration
    03:38 Initial Slack Setup
    06:05 Install Salesforce for Slack App
    07:22 Slack Flow Core Actions
    07:40 Create Slack Channel from Salesforce Flow
    09:30 Debugging the flow
    11:05 Invite Users to the Slack Channel
    12:06 Creating a collection in Flow
    14:50 Sending a Slack Message from Salesforce Flow
    18:06 Introduction to Block kit Builder
    20:29 Conclusion
    21:20 End
    Connect with Salesforce Developers:
    Join the Community: www.salesforce.com/devcommunity
    Website: developer.salesforce.com/
    LinkedIn: / salesforce-developers
    Twitter: / salesforcedevs
    Facebook: / salesforcedevs
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ความคิดเห็น • 21

  • @MarshallTaylor-uu9zs
    @MarshallTaylor-uu9zs 2 หลายเดือนก่อน

    Thank you, this worked great!

  • @SalesforceUSA
    @SalesforceUSA ปีที่แล้ว

    We like this video. Good video., Thanks

  • @nawinvattimalla
    @nawinvattimalla ปีที่แล้ว

    I have created a slack apex action and sending an message and record to slack channel but it displays next step field close date field which i dont need in slack channel. How do i remove them

  • @vikramkasote1491
    @vikramkasote1491 ปีที่แล้ว +1

    Nice Video Sir
    Thank you ❤️

  • @carter1604
    @carter1604 ปีที่แล้ว +1

    I am having the hardest time inviting Multiple users from the collection variable. I assign multiple user IDs correctly, yet it will only invite the first user ID. It sees the others, but only invites the first one when debugging. Do i need to loop through the IDs or something of the sort? Thank you

  • @onofrioallegretta9883
    @onofrioallegretta9883 ปีที่แล้ว

    How is it possible to send button of custom object in Slack? For example, I have this use case: a custom object to send information on slack channel and send a button (es. View Record) which open a screen flow in slack to modify record information.

  • @pintoojadaun4751
    @pintoojadaun4751 10 หลายเดือนก่อน

    Thank you for this it is very helpful, Can we post message to a single user as DM not to channel or group ?

  • @hsplaylistid
    @hsplaylistid ปีที่แล้ว +2

    I have a question, How I should get the value Slack Workspace.? my dropdown is empty to selected value on field Slack Workspace

  • @user-mq8id5ii5s
    @user-mq8id5ii5s 4 หลายเดือนก่อน

    Thanks for the video. It is super helpful.
    Q: Is it possible to add an emoji or reply in the Slack message, and then auto-update a field in Salesforce?
    Use Case: add "Completed" emoji in the Slack message, and then auto-update Task "Completed".

  • @ReemHassan-py8ir
    @ReemHassan-py8ir 11 หลายเดือนก่อน

    Thank you for this. I found that the best way to send a slack message is using the slack apex action. When selecting the slack core action and sending as salesforce for slack app or service cloud for slack app, it does not return the record id with a preview, simply displays the message resource.

    • @Ram-rx8ql
      @Ram-rx8ql 8 หลายเดือนก่อน

      Hi @Reem Hassan, how did you do it? I am facing similar challenges, when my flow is triggered, it only post the record in slack channel, however, I am not getting the option to preview or edit the record.

  • @shivaniaras485
    @shivaniaras485 5 หลายเดือนก่อน

    Hello Sir, while creating flow, I am not getting Salesforce for Slack in Slack app in Actions. What can be the reason. I can see my Sandbox connected to Slack.

  • @user-cz9qv3bw6i
    @user-cz9qv3bw6i 5 หลายเดือนก่อน

    How can you @mention the SF record owner in Slack?

  • @UmeshKumar-kg4sl
    @UmeshKumar-kg4sl 9 หลายเดือนก่อน

    Im not able to see run flows option in system settings

  • @CHANBOTSOR.
    @CHANBOTSOR. 7 หลายเดือนก่อน

    Hello sir, how to salesforce communicate message to slack without using any app?

  • @avinashvundemodalu5628
    @avinashvundemodalu5628 ปีที่แล้ว +1

    Does chatGPT can reduce programmers ? Does it effect jobs in future ?

    • @sschegondi
      @sschegondi ปีที่แล้ว +1

      It might be early for me to comment as I'm still trying to understand. From what I tried so far, it increases developer productivity.

  • @vanitamandala9537
    @vanitamandala9537 ปีที่แล้ว +1

    I am having the hardest time inviting Multiple users from the collection variable. I assign multiple user IDs correctly, yet it will only invite the first user ID. It sees the others, but only invites the first one when debugging. Do i need to loop through the IDs or something of the sort? thanks

    • @kennethsmith8282
      @kennethsmith8282 9 หลายเดือนก่อน

      I am running into a similar issue. I can only get my user to be invited to the channel and other users aren't being added. Did you figure this out?