![]() Step 1: Decide the criteria for your flow Although Process Builder will be retired, Salesforce does provide an example within the Integrate Salesforce with Slack Trailhead project – I will touch on using Slack with Process Builder at the end of this section. I will focus on using Slack with Salesforce Flow. Click on the copy icon if you plan to create automation (Flow/Process Builder now).Īfter creating Message Destinations (previous step), you can use these in Salesforce Flow or Process Builder to send messages to Slack at a specific time/when conditions are met. Each Message Destination has an auto-generated ID. ![]() I created one for our “content-publish” channel in Slack. In other words, they tell Flow/Process Builder where to send the message in Slack. Message Destinations are used with the “Send to Slack” invocable method in Process Builder/Flow. This syntax allows you to search for any searchable standard or any custom object records directly in the connected Salesforce org, without having to leave the Slack channel or direct message. The Salesforce search option is no different, following a simple syntax: /salesforce. One of the most common Slack commands is definitely the forward slash, which (amongst other Slack specific actions) can access features from apps installed in the Workspace. Let’s dive into what can be achieved with the Salesforce App for Slack, as well as how to set them up.
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