Slack notifications

Simon Maskell Updated by Simon Maskell

The steps below show you how you can create a Salesforce Flow to send a Slack notification to a user on assignment of a record in DE. This uses the Salesforce for Slack app in the Slack app directory, and requires that to be connected to a Salesforce org. For more information on Salesforce and Slack integrations, see here.

Note: the labels used in the example are just suggestions, you can set them to whatever you like.

Step 1 - Create the notification

A Slack custom notification needs to be created against an object, so if you assign multiple object types you will need to create multiple notifications.

  • Go to Setup > Notification Builder > Custom Notifications
  • Click New
    • Type of notification: Slack
  • Click Next
    • Notification Name: Slack Lead Notification
    • Object: <Choose your object>
  • Click Next
    • App Name: Salesforce for Slack
  • Click Next
    • Title: Assignment
    • Body Text: Enter a message of your choosing, which can also contain variables from the record, for example "{!Record.Name}" for the record name
    • Buttons: Optionally add a button to view the record
  • Click Done

Step 2 - Create the Flow

  • Go to Setup > Process Automation > Flows
  • Click New Flow
  • Select "Platform Event-Triggered Flow"
  • Click Create
  • Click "Choose Platform Event" in the Start step and search for "n2de__Distribution_event__e"
  • Click Done

Step 3 - Filter only assignment events

  • Click the Add Element button and select "Decision"
    • Label: Check Assignment
    • Outcome details Label: Is Assignment
    • Condition Resource: {!$Record.n2de__Event_type__c}
    • Condition Operator: Equals
    • Condition Value: Assigned
  • Click Done

Step 4 - Create the recipients variable

The notification action requires a list of recipients, but because we only have one in the event we need to convert that to a list.

  • In the Toolbox on the left, click New Resource
    • Resource Type: Variable
    • API Name: Recipients
    • Data Type: Text
    • Allow multiple values (collection): Check
  • Click Done

Step 5 - Populate the recipients

  • In the "Is Assignment" branch, click the Add Element button and select "Assignment"
    • Label: Set Recipients
    • Variable: {!Recipients}
    • Operator: Add
    • Value: {!$Record.n2de__Assigned_owner__c}
  • Click Done

Step 6 - Send the notification

  • In the "Is Assignment" branch, click the Add Element button and select "Action"
  • Search for the Action using the name of the notification created earlier, eg "Slack Lead Notification"
    • Label: Send Slack Notification
    • Recipient IDs: {!Recipients}
    • Record ID: {!$Record.n2de__Assigned_record_id__c}
  • Click Done
  • You will end up with the following Flow

Step 7 - Save the flow

  • Click Save on the toolbar
    • Flow Label: Send Slack Notification on Assignment
  • Click Save
  • Click Activate on the toolbar

Step 8 - Enable sending platform events

  • See Distribution Settings for more information on enabling the sending of platform events on assignment
  • Ensure the "Publish platform events on assignment" checkbox is checked in Distribution Settings
This is an example flow, it is recommended to include fault handling and fully test the flow before activating in production.

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