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Tuesday, September 26, 2023

Get Started with Slack Actions in Salesforce Flow | Mini Hacks Solved


Watch this episode to learn how to use Slack Core Actions in Flow. You’ll learn to integrate Salesforce and Slack and see how to create channels and send formatted messages to Slack from Flow.

Enable Slack for Salesforce Integrations – https://help.salesforce.com/s/articleView?language=en_US&id=sf.slack_apps_enable.htm&type=5
Salesforce for Slack App – https://myslacktestbedgroup.slack.com/apps/A03269G3DNE-salesforce-for-slack?tab=more_info
Slack Flow Core Actions Documentation – https://help.salesforce.com/s/articleView?language=en_US&id=sf.flow_ref_elements_actions_slack.htm&type=5
Markdown formatting for Block Kit messages – https://api.slack.com/reference/surfaces/formatting

Features and Tools needed:
Slack, Salesforce Flows, Standard Slack Actions in Flow, The new Salesforce for Slack app on Slack

00:00 Introduction
00:47 What is Slack?
01:27 Slack UI
02:28 Requirements Walkthrough
03:39 Salesforce and Slack Integration
03:38 Initial Slack Setup
06:05 Install Salesforce for Slack App
07:22 Slack Flow Core Actions
07:40 Create Slack Channel from Salesforce Flow
09:30 Debugging the flow
11:05 Invite Users to the Slack Channel
12:06 Creating a collection in Flow
14:50 Sending a Slack Message from Salesforce Flow
18:06 Introduction to Block kit Builder
20:29 Conclusion
21:20 End

Connect with Salesforce Developers:
Join the Community: www.salesforce.com/devcommunity
Website: https://developer.salesforce.com/
LinkedIn: https://linkedin.com/showcase/salesforce-developers
Twitter: https://twitter.com/salesforcedevs
Facebook: https://facebook.com/salesforcedevs/

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