Add a decision element to check if Slack Auth for opportunity owner was found or not (from step 5).Add a get record element to find Slack Auth for opportunity owner.Add a decision element to check if the Slack message destination was found or not (from step 3).Add a get record element to find Slack message destinations for channel opportunities-notifications.Add a decision element to check if an opportunity is successfully closed or not.Define flow properties for record-triggered flow.There are 8 steps to solve Martin’s business requirement using Record-triggered Flow. Let’s begin building this automation process. Please spend a few minutes to go through the following Flow diagram and understand it. Your app asks for specific permission scopes and is rewarded with access tokens upon a user’s approval.īefore discussing the solution, let me show you a diagram of a Process Flow at a high level. It’s also the vehicle by which Slack apps are installed on a team. OAuth 2.0 is a protocol that lets your app request authorization to private details in a user’s Slack account without getting their password. The destination information will be passed into the Send to Slack invocable method, which will then send Salesforce data to the specified conversation in Slack. It consists of a specified Slack Workspace and Slack Channel. Object NameĪ Message Destination represents a conversation in Slack where Salesforce data will be shared. There are a few possible solutions for the above business scenario, but I’ll use After-save Record-Triggered Flow to solve the business requirement.īefore proceeding ahead, you have to understand the following objects. In Slack, channels can be public or private. With the right people and information in one place, teams can share ideas, make decisions, and move work forward. Channels bring order and clarity to work – you can create them for any project, topic, or team. Slack organizes conversations into dedicated spaces called channels. The next step is to set up message destinations for Slack channel opportunities-notifications.The first step is to complete Salesforce for Slack integration.His organization wants to post a message to a Slack Channel opportunities-notifications whenever an Opportunity is successfully closed and the opportunity owner has authenticated Salesforce & Slack. Martin Jones is working as a System Administrator at Gurukul on Cloud (GoC). Use the decision element to validate the get records outcome.Validate Slack user authentication before posting a message.Send a message to the Slack channel using the record-triggered flow.Use get records to avoid hard coding of Id.Understand Message Destination and Slack Auth objects.Objectives:Īfter reading this blog, you’ll be able to: Plus, Slack integrates with a host of other apps so you can manage your entire workflow through one platform. Its workspaces allow you to organize communications by channels for group discussions and allow for private messages to share information, files, and more all in one place. Slack is a messaging app for businesses that connects people to the information they need.
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