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Create Salesforce Case from Slack
1K views
Apr 23, 2025
Slack for Service can be used to create Salesforce Case directly from the Slack application. Blog Post: https://www.infallibletechie.com/2025/04/create-salesforce-case-from-slack.html
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0:07
hello everyone In this video we are
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going to see how to create case
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record from Slack application If you
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wanted to create Salesforce case record
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from Slack then the first step is we
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have to go
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to Slack apps setup in Salesforce setup
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and then we have to complete all these
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steps Once all these steps are
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completed go to service load for Slack
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We are going to make use of service
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cloud for Slack feature to directly
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create case record from Slack Once the
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case is created from Slack it will be
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reflected in the Salesforce or and the
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Salesforce uh sales representatives will
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be able to work on it
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Once this is
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enabled in your
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uh Slack workspace make sure service
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cloud for Slack is installed Once this
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is
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installed the users should be able to
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connect their Slack
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account in Salesforce For
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that you can go to settings and uh under
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slack you should be able to find out
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whether they are properly
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connected When you first set up the
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users will get a link here on the header
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so that they will be able to link their
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Salesforce and Slack
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account Once these steps are
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done as a Slack
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user they can go to their Slack
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application and then they can use
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slash
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service and
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then so I'm going to use service -
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create If you wanted to create any other
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object records like knowledge article
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incident problem or change request then
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you have to make use of that object name
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But here we are going to see how to
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create case record So use / service -
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create space case If you use this
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command you will see a
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popup where you will be able to select
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the record type Here I'm going to select
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regular
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case I'm going to select it is from the
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phone I'm not going to select any
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contact but I'm going to select
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infalluable tech as the account
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Case type I'm going to say other case
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reason
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installation I'm going to
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say invaluable key as
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the company for phone number I'm going
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to give a
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random
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number for product I'm going to select a
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product testing testing
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slack demo
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slack testing slack to create
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case So I'm going to click save now It
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should create the case in my Salesforce
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or okay So this is the success uh toast
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So I'm able to confirm that the case
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record is created You can click view in
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Salesforce to view it If you want to
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create one more case you can click the
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create case If you wanted to view this
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case directly in Slack then you can
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click view
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case Okay I'm going to close
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it Let's go to
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Salesforce So this is the
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case which we just created
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So make use of service cloud for
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slack to create a case record directly
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from slack so that it will be reflected
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in your Salesforce
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arc Please check the video description
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In the video description I have given my
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blog post From the blog post you should
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be able to get stepbystep instructions
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so that you will be able to set up Slack
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for uh uh Salesforce and also uh how to
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create a case record directly from Slack
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using
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the service create case command So the
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command is also available in this blog
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post and then uh you should be able to
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use this as a
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reference I hope it was
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helpful Thank you for watching
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