Create Salesforce Case from Slack
Slack for Service can be used to create Salesforce Case directly from the Slack application. Prerequisites: 1. Initial Slack Setup completed. 2. Service Cloud for Slack Enabled. 3. Sign up ....
Tag: Salesforce Slack for Service
How to embed User details in Slack Message from Salesforce?
To embed/include/insert User details in Slack Message from Salesforce, we have to use {!User.FieldAPIName}. Example: {!$Record.CaseNumber} is Closed by {!$User.FirstName} {!$User.LastName}. User Id is {!$User.Id}. Output: https://youtu.be/d2pC1mZ_Fsg
Send Direct Slack Notification from Salesforce Flow
Set the User Id on the "Slack Conversation ID" to send direct Slack Notifications from the Salesforce Flow. Sample Use Case: Send a direct Slack Notification to the Case owner ....
How to get Slack User Id from Salesforce?
Slack User ID can be found in "Slack User Mappings". Use the following steps to fetch the Slack User Id from Salesforce. 1. Go to Settings. 2. Select Slack User ....
How to Post Slack Message from Salesforce Record Triggered Flow when a record is created or updated?
Salesforce Record-Triggered Flow can be used to Post Slack Message when a record is created or updated. In the following Sample Flow, I am sending a Slack Message when a ....
How to get the Slack Channel Id?
Using Get channel details option, we can easily get the Slack Channel Id. We can use the following steps How to get the Slack Channel Id: 1. Open Slack App ....
We can’t load the channel list right now. Try again later. Salesforce Swarm Request Exception
"We can't load the channel list right now. Try again later." Salesforce Exception is thrown when creating Swarm Request in Salesforce 1. When the Workspace Id passed in the Slack ....
How to Post Slack Message from Salesforce Flow?
There are multiple ways to send Slack Message from Salesforce Flow. In the Following Example, I am using Service Cloud for Slack setup used for Swarming. For Service Cloud for ....
How to authenticate Service Cloud for Slack Salesforce App?
Option 1: 1. Open Slack Workspace. 2. Open Service Cloud for Slack App. 3. Click Connect button. Option 2: 1. Run a Swarm Command. Example: /service-swarm-start 00006150 2. You will ....
Sample Salesforce Flow to create Swarm Request using Slack for Service
Prerequisites: 1. Initial Slack Setup completed. 2. Service Cloud for Slack Enabled. 3. Sign up and create a Workspace in Slack - https://slack.com/get-started#/createnew. 4. Install Service Cloud for Slack App. ....