By using artificial intelligence (AI) and machine learning (ML) to capture crucial data from Slack conversations, customer data is much more likely to be complete-and always up to date. There is huge potential for workflow automation between Slack and Salesforce, and this could significantly reduce the amount of time employees spend finding and updating data on the CRM side. These integrations will also be key to the value proposition of a Salesforce-owned Slack.
Slack is well known for its thousands of integrations with third-party applications, including Salesforce. The best part? Slack Connect allows all parties to retain the data relating to their conversations, not just internal users. Subscribe to the weekly educational Salesforce Flow Tips newsletter here.Now, with the acquisition of Slack, Salesforce has access to Slack Connect, which allows internal employees to communicate not only across their enterprise in one single platform but with vendors and customers as well. Read the previous issue of the newsletter here. Next week, I will continue my preview with the new screen flow functionality. You will need to add the invocable action “Send Slack Message (Beta)”. Go to Salesforce and build a simple Autolaunched Flow with one single element. Scroll all the way down and get the channel ID as seen below.Ħ. Click/tap on the channel header where you see the title. I tested the Salesforce Digital HQ app as well, and this app worked for me.)ĥ. If this is your experience try one of the other apps on the same page. ( Update: I received feedback that the Sales Cloud Slack app did not work for some folks. This will take you to a web page that is super confusing. On the screen you see in the middle, click on “App Directory”. On the upper left side click on “More”, then “Apps”. You can use a free Workspace, but if you have used all your permitted 10 App limit, you will need to remove an App. The permission set will have “Connect Salesforce with Slack” system permission activated.ģ. Create and assign a permission set to the user who will post on Slack and use the integration. Review and agree to the Pilot terms if you want to proceed.Ģ.
Go to “Setup” and “Enable Slack for Salesforce”. Here are the 6 steps you need to take to post to Slack from Flow:ġ. I am posting a step-by-step guide here so that you can dive directly into it. The steps required took some time to discover, but the whole thing is fairly simple to set up. I don’t even need a Preview Org or Summer 22 Sandbox for it. Salesforce announced the new actions are in beta, and they will be released sometime in June. I was reading the Release Notes for Summer 22 this past weekend and I was wondering whether I can use the brand new Slack invocable actions in my Salesforce flows already. The Release Readiness live webinars are here.
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