Slack Notifications

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