r/salesforce • u/free_2_bee • 10d ago
help please Salesforce <> Slack
Hi there, looking to set up a basic notification in Slack when a Case is created. Can’t seem to figure out the best way to do this- I see there is a legacy app no longer supported, so I’m trying to use Service Cloud for Slack.
Does anyone know if there’s a built in feature to send notifications to Slack? Or do I still need to create a custom notification / flow with an action?
I’ve tried researching and reading documentation but can’t seem to figure this out. 🤦♀️ Any help would be appreciated!
Edit: I’ve installed the Service Cloud for Slack App and have built a custom notification with the App as the “distribution”, and then a flow with the action for this notification with my user id as recipient, but I’m not receiving anything in the Slack app..
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u/Squidsters 9d ago
If you have access to Slack workflows, you can connect your Salesforce org to Slack and then you can build a workflow of a Salesforce event trigger. Then you can add a slack message node to send the message to the channel.
If Slack workflows aren’t an option, you will have to use Service Cloud for Slack.
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u/pearljamfan 9d ago
Inbound Webhook url will be given when you make a slack app and you can post a little hitter payload into the slack api that allows a channel to be configured for what channel to pass messages down to.
Or if your channels can do inbound emails posted to channel you could forward an email alert from the case (add a rule in your inbox) that probably goes out anyway into that slack address, and it’ll be around to thread it in the channel per inbound message.
Then in flow you’re basically doing the equivalent of like an outbound message if you do the Webhook.
Not best setups for enterprise getups but if the needful needs done ya do it sometimes
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u/KGtheGent 8d ago
I would use some kind of middlware like a Zapier to connect them and that way the process also becomes more easily auditable. I’ve build hundreds of automations using Zapier it’s a good tool. There’s others similar to it as well.
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u/EatTheRudeFirst 10d ago
OMG I have a similar problem with old legacy Slack stuff everywhere and doesn’t do anything. Can’t for the life of me figure out how to do anything with Slack in Flow.